Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated. month-over-month growth.

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Zoe Financial

OCTOBER 16, 2023

Economic Updates: Oil prices were up 6% for the week. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. Stay tuned for next week. – Andre Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Nasdaq was down 2.6%

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Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. expectations were 3.3.

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. government credit rating.

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Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The unemployment rate dropped from 3.7

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Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The S&P 500 was up 0.8%

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Zoe Financial

FEBRUARY 6, 2023

On Tuesday, the Federal Reserve Chairman, Powell will have remarks before the Economic Club of Washington regarding disinflation and comments about their forecast for the economy this year. We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

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Zoe Financial

NOVEMBER 6, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Zoe Financial

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated. annualized growth.

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week.

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week.

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Zoe Financial

JULY 17, 2023

Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Zoe Financial

JUNE 26, 2023

Economic Data: On the positive side: Housing starts for May came in much better than expected. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. for the week.

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Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Low volatility. forecast of 63).

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Zoe Financial

MARCH 20, 2023

Leading Economic Index (LEI) fell for its 11th straight month. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Data is not very bullish all in all.

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Zoe Financial

JANUARY 23, 2023

We’ll see how economic activity’s looking for the month of January so far. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Stay tuned for next week.

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Zoe Financial

NOVEMBER 27, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I used to be an advisor with LPL Financial.

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Analysts are predicting earnings growth of 0.1 centrally flat. Below the 0.5%

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Stay tuned for data on this week, next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Zoe Financial

NOVEMBER 13, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Maribeth Kuzmeski is a powerhouse in the marketing consulting space.

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Zoe Financial

DECEMBER 5, 2023

So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. No, in fact, there’s more demand for it now.

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Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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eMoney Advisor

JUNE 6, 2023

Research shows that those with higher levels of financial knowledge are more likely to exhibit positive financial behaviors and make responsible decisions. 1 As financial markets and tools continue to become increasingly complex individuals may experience feelings of lower confidence resulting in financial anxiety and stress.

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Carson Wealth

JULY 12, 2022

The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . Most MSFS programs will contain financial planning classes within their curriculums. .

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Harness Wealth

JUNE 1, 2023

International Longevity Centre-UK (ILC-UK): The Value of Financial Advice The International Longevity Centre-UK conducted a study aimed at understanding the long-term effect of financial advice on wealth accumulation.

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International College of Financial Planning

JULY 10, 2023

Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance.

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Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

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Zoe Financial

NOVEMBER 13, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

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Zoe Financial

NOVEMBER 22, 2023

Doing so will bring you financial rewards, even if they don’t always come in the form of a cash payout. The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Economies and markets fluctuate.

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WiserAdvisor

JUNE 12, 2022

Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. In this blog, we will find out the steps you can take to lower your financial advisor fees.

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International College of Financial Planning

AUGUST 2, 2021

A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India. An internationally recognized certification, it is much in demand in the financial consultancy career. Educational Qualification Requirements.

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