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Wealth Management
SEPTEMBER 22, 2023
NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.
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Wealth Management
AUGUST 2, 2023
It's the third firm the RIA has "acquihired" in 2023.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Wealth Management
DECEMBER 14, 2023
Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.
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Wealth Management
JANUARY 9, 2024
Observers tend to focus a lot on ETF launches, but Morningstar analyzed the more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek.
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Wealth Management
FEBRUARY 20, 2024
Opportunity Zone fundraising waned in 2023, according to data from Novogradac. These are among the investment must reads we found this week for wealth advisors. Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space.
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Wealth Management
JANUARY 23, 2024
Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we found this week for wealth advisors. Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs.
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Wealth Management
JANUARY 16, 2024
After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. These are among the investment must reads we found this week for wealth advisors.
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The Big Picture
MAY 11, 2023
SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.
MarketWatch
APRIL 6, 2023
Morgan Stanley MS has hired First Republic Bank FRC wealth advisor Steven Levine in another departure from the troubled bank, Barron’s reported late Wednesday. The publication reported that Levine was ranked in the Barron’s Top 1,200 Financial Advisors for 2023, with a four-person team that managed $2.3
Carson Wealth
APRIL 17, 2023
Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. “It
Abnormal Returns
JANUARY 16, 2023
standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. thinkadvisor.com) What you need to know about inherited IRAs in 2023.
Indigo Marketing Agency
DECEMBER 19, 2022
That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. He’s a referral coach for top advisors, a bestselling author, a hall-of-fame keynote speaker, and one of Indigo’s top mentors. He was named a Top 10 Advisor on Investopedia’s 100 list. Check out the list below.
Zoe Financial
APRIL 23, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The S&P 500 was down 0.1% The two-year treasury yield was essentially flat for the week. We believe financial advice should come from unbiased and certified professionals.
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Zoe Financial
MAY 8, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). The S&P 500 was up 1.9 Nasdaq was up 2.3% higher than expected.
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Zoe Financial
MAY 1, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. The S&P 500 was up almost 1%. year-to-date.
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Carson Wealth
DECEMBER 8, 2023
Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Mark Petersen is not affiliated with Cetera Advisor Networks, LLC.
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Tobias Financial
MAY 4, 2023
Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. appeared first on www.tobiasfinancial.com.
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Tobias Financial
FEBRUARY 2, 2023
Tobias Financial Advisors is pleased to announce that our Wealth Advisor Franklin “Franko” Gay serves on the NAPFA board in the Symposium – Simulcast Coordinator role.
Harness Wealth
MARCH 9, 2023
Reddit is planning an IPO for the second half of 2023. As of now, Reddit has yet to announce a date for its initial public offering (IPO), but all signs are pointing to the second half of 2023. The post Reddit IPO: Planning ahead for 2023 appeared first on Harness Wealth - Advice for Equity Owners.
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Zoe Financial
SEPTEMBER 25, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 3.6% for the week.
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WiserAdvisor
JANUARY 27, 2023
2023 may see several changes with respect to retirement plans, Social Security, etc., Consider consulting with a wealth advisor who can guide you on how to preserve as well as increase your wealth in 2023. HNW wealth management – Tips for 2023 1. They can buy low and sell high to lock in gains.
Zoe Financial
OCTOBER 2, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. For the quarter it was down 3%.
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Zoe Financial
SEPTEMBER 11, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 11, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 1.3% for the week.
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Zoe Financial
APRIL 3, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 3, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The S&P 500 was up 3.5%. Bank stocks, specifically regional stocks were the sector leading the rally after significant weakness in prior weeks.
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Zoe Financial
MARCH 27, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 27, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The S&P 500 was up 1.4%. Nasdaq was up 1.7%. UBS acquired Credit Suisse. There were concerns that it would go insolvent. A lot of uncertainty around the banking system.
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Zoe Financial
FEBRUARY 20, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Stock Market: The S&P 500 fell 0.28%. Dow Jones was also down. Nasdaq was up for the week. Government bond yields rose for the fourth consecutive week. What drove this market action?
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Zoe Financial
SEPTEMBER 18, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 18, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 0.4% for the week.
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Zoe Financial
AUGUST 28, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 28, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 0.8% this past week.
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Zoe Financial
AUGUST 22, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 22, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was down 2.1% this past week.
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Zoe Financial
AUGUST 14, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 14, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down and so was Nasdaq. S&P 500 was down 0.3% for the week. Nasdaq was down 1.9% for the week.
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Zoe Financial
AUGUST 8, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 8, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down and so was Nasdaq. The sell-off in stocks and bonds came in the back of Fitch downgrading the U.S. government credit rating.
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Zoe Financial
JULY 10, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was down over 1% for the week. It’s up close to 15% year-to-date. Economic Data: Payroll’s data could have driven the markets to sell-off.
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Zoe Financial
JUNE 12, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 12, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was up 0.4% for the week. It is now up 12% for the year. In fact, it’s up 20% from it’s mid October lows. Bull market territory. What led the gains?
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Zoe Financial
JUNE 5, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 1.8% for the week. May was fairly flat at 0.4%, but year-to-date at 11.5%. Nasdaq was up 2% for the week and is now up more than 26% year-to-date.
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Zoe Financial
APRIL 17, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 17, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Find An Advisor Recent Blogs Market Drama April 17, 2023 Retiring Abroad? The S&P 500 was up 0.8% week over week. Economic Data: March core CPI hit expectations of 5.6%
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Zoe Financial
MARCH 6, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Find An Advisor Recent Blogs Market Drama March 6, 2023 Does Awards Season Impact Entertainment Space Earnings? Stock Market: S&P 500 was up 1.6% for the week.
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Zoe Financial
FEBRUARY 6, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The S&P 500 was up 1.6% Currently it is up 9% for the year. Cyclical stocks are up to 14% YTD. January job reports came in much better than expected, adding 517,000 jobs.
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Zoe Financial
SEPTEMBER 5, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 2.5% Nasdaq was up 3.2%
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Zoe Financial
SEPTEMBER 5, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 2.5% Nasdaq was up 3.2%
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Zoe Financial
JULY 17, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 17, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 2.4% for the week. It’s up 17% year-to-date. Nasdaq was up 3.3%. Up 35% year-to-date.
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Zoe Financial
JUNE 26, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 26, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was down 1.7% for the week. Nasdaq was down even more, 1.4% for the week. We believe financial advice should come from unbiased and certified professionals.
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Zoe Financial
MAY 23, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was up 1.6% for the week. We believe financial advice should come from unbiased and certified professionals.
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Zoe Financial
MAY 14, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 15, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Low volatility. year-over-year growth for April.
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Zoe Financial
MARCH 20, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 21, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! February 24, 2023 Market Drama March 20, 2023 Two Raffle Winners, Two Money Outcomes March 8, 2023 Market Drama March 6, 2023 Does Awards Season Impact Entertainment Space Earnings?
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