Zoe Financial

MARCH 10, 2025

Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Market Uncertainty: Investors are weighing whether this is a market correction or early signs of a recession as economic data shifts. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

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Tobias Financial

MARCH 11, 2025

In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. This is a publication of Tobias Financial Advisors.

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Zoe Financial

NOVEMBER 11, 2024

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. Find your financial advisor matches.

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Zoe Financial

DECEMBER 28, 2024

Example : Set up an automatic transfer to your savings account after every paycheck or schedule monthly check-ins with your financial advisor. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. An advisor can help you stay accountable and adapt to lifes changes.

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Zoe Financial

FEBRUARY 3, 2025

Economic Update: Q4 Real GDP: Grew 2.3% 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

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Find your financial advisor matches.

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Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. He highlighted the importance of staying invested through economic cycles rather than attempting to predict short-term movements.

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Zoe Financial

JANUARY 20, 2025

Economic Update: Core CPI: Dropped to 3.2% 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

DECEMBER 16, 2024

Economic Updates: CPI Core data (excludes food & energy): rose by 0.3% 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.

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WiserAdvisor

JUNE 12, 2022

The advisor can also help you create a well-diversified investment portfolio , plan your expenses and liabilities, and also help you manage your overall finances smoothly. However, while hiring a financial advisor has several benefits, you need not spend a fortune on hiring a financial advisor.

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eMoney Advisor

FEBRUARY 1, 2023

DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Those seeking professional advice may do so by consulting with a professional advisor.

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Zoe Financial

APRIL 23, 2023

Economic Data: The Philadelphia Fed manufacturing index came out in the week and showed a greater contraction than expected – the market did not like that. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Ready to Grow Your Wealth?

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Fortune Financial

OCTOBER 14, 2024

Here below are a few simple diversification strategies that I think enhance a portfolio’s resilience through market and economic turbulence: I. Disclosure: At time of publication, both the author and clients of Fortune Financial Advisors, LLC, own shares of Lockheed Martin and Booz Allen Hamilton.

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International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

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Zoe Financial

MAY 8, 2023

Economic Data: April’s growth came in at 253,000, above expectations. higher 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. Nasdaq was up 2.3%

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International College of Financial Planning

JULY 10, 2023

This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. They help clients manage their financial aspects and develop customized strategies based on their needs.

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WiserAdvisor

DECEMBER 15, 2023

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

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Zoe Financial

NOVEMBER 25, 2024

Economic Updates: Jobless Claims: stronger-than-expected claims, driving positive momentum for the end of the week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. He holds a Ph.D.

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Zoe Financial

DECEMBER 9, 2024

Economic Updates: Payroll data: 227k new jobs added, above 220k expected. If earnings continue to grow steadily, inflation decelerates, and economic growth is maintained, the market could rally further with no immediate signs of a recession. Actual economic or market events may turn out differently than anticipated.

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Harness Wealth

MARCH 7, 2025

Wealth taxes not only collect little revenue and create legal uncertainty, but an Organization for Economic Cooperation and Development (OECD) report argues that they can also disincentivize entrepreneurship, harming innovation and long-term growth. But instead of only taxing real estate, it covers all wealth an individual owns.

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% annualized growth rate. – 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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Indigo Marketing Agency

JUNE 21, 2023

Between persistent inflation, rising interest rates, bank failures, and a looming recession, financial advisors across the country have had their hands full with uncertainty and fear. Let’s take a look at the shifting landscape for financial advisors and how marketing can play an important role in the second half of 2023.

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Indigo Marketing Agency

SEPTEMBER 28, 2024

Why Your LinkedIn Campaign Sucks: What Advisors Are Missing As a financial advisor, LinkedIn can be an incredible tool to connect with potential clients, build your professional network, and establish your authority in the industry. So, why aren’t your LinkedIn campaigns working? We Can Help.

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Zoe Financial

NOVEMBER 18, 2024

Economic Updates: October Consumer Price Index (CPI) came in at 2.6%. 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. Up 23% YTD.

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Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

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Zoe Financial

JANUARY 6, 2025

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. Find your financial advisor matches.

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BlueMind

APRIL 25, 2022

According to Boston Consulting Group (BCG) as of now, women now control over 32% of global wealth and that number is only expected to rise. This goes to show how important it is that you as financial advisors need to develop attitudes and strategies that accommodate the female gender. What Women Want. In Conclusion.

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Sara Grillo

MAY 16, 2022

I’m pleased to present you with a list of low cost financial advisors! I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. List of low cost financial advisors. 375 start up. $89

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NAIFA Advisor Today

DECEMBER 14, 2022

After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago. She has more than a decade of experience working in fast-growth tech companies in social networking, events, CRM, and virtualization.

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Zoe Financial

JANUARY 17, 2024

Zoe Wins NerdWallet’s 2024 Best-Of Awards For Best Online Financial Advisor Published January 17th, 2024 Reading Time: 2 minutes Written by: Zoe Team Three in a row! Zoe Financial is NerdWallet’s 2024 Best-Of Awards winner for Best Online Financial Advisor*.

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Zoe Financial

FEBRUARY 21, 2023

Depending on your situation, you may need the help of a financial advisor or an accountant. Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Depending on your situation, you may need the help of a financial advisor or an accountant.

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Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

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Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. Today we have Landon Loveall with KB Financial Advisors.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement.

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WiserAdvisor

FEBRUARY 2, 2023

A recession is defined as a temporary period of economic downturn. A country is considered to be in recession if its Gross Domestic Product (GDP) has witnessed negative economic growth for two consecutive quarters. A recession is a stage in the economic cycle that is bound to recur over time. Need a financial advisor?

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Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. April jobs number was strong.

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