Zoe Financial

MARCH 24, 2025

Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 4.50% (as expected).

Marketing 52

Marketing Marketing Economics Taxes 52

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.

Marketing 52

Marketing Marketing Economics Taxes 52

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. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. To understand how it may apply to you so you can achieve your long-term goals, turn to your team and your trusted financial advisors. Stocks outperform bonds.

Investments 139

Investments Investing Economy Economics 139

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.

Marketing 52

Marketing Marketing Taxes Economics 52

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. Economies and markets fluctuate. for the year.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

Nerd's Eye View

SEPTEMBER 28, 2022

Welcome back to the 300th episode of the Financial Advisor Success Podcast ! Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. Read More.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Walkner Condon Financial Advisors

MAY 21, 2024

Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may navigate the remainder of 2024. The post New Podcast! The post New Podcast!

Economics 52

Economics Financial Advisor Marketing Marketing 52

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.

Marketing 52

Marketing Marketing Taxes Economics 52

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?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

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. Economies and markets fluctuate. Find your financial advisor matches.

Marketing 52

Marketing Marketing Accounting Taxes 52

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.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

The Irrelevant Investor

SEPTEMBER 19, 2015

If you liked Quantitative Value , you're going to love DIY Financial Advisor. Alpha Architect on the myth that economic growth drives stock returns We're going to let you in on a little secret: Investors focused on economic growth are wasting their time.If Here are some of my favorite bits from the book.

Financial Advisor 52

Financial Advisor Economics Asset Allocation Portfolio 52

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Offer solutions: As a financial advisor, it’s your job to help your clients navigate difficult financial situations.

Communication 98

Communication Banking Clients Financial Advisor 98

Zoe Financial

JANUARY 6, 2025

Will the economy avoid a recession? PMI and ISM data will offer an overall snapshot of the economys performance. 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.

Marketing 40

Marketing Marketing Taxes Economy 40

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.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

NOVEMBER 18, 2024

Economic Updates: October Consumer Price Index (CPI) came in at 2.6%. economy, comments from Federal Reserve Chairman suggest they may not lower interest rates as quickly as previously anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 40

Marketing Marketing Taxes Economics 40

James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 1 Yet many economic indicators, notably employment, remain strong. The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” Business Cycle Dating.

Economy 52

Economy Economics Retail Tax Planning 52

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.

Financial Advisor 52

Financial Advisor Clients Education Communication 52

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. Economies and markets fluctuate. Find your financial advisor matches.

Marketing 40

Marketing Marketing Economics Taxes 40

FMG

AUGUST 2, 2023

Every financial advisor wants to find the best ways to bring free traffic to their site. 10 Top Free Traffic Sources for Financial Advisor Websites What really brings in an audience is being able to grab their attention from multiple different sources. In many cases, generating traffic can be nearly free.

Financial Advisor 52

Financial Advisor Media Clients Marketing 52

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

This is what the inverted bond curve we’re currently seeing (see link below) is predicting: The Fed overshoots the rate increases, causes a significant economic slowdown (recession), inflation falls quickly, and they immediately have to reverse course to bail out the ailing economy. Financial Advisor. Clint Walkner.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Carson Wealth

FEBRUARY 4, 2025

On one side are the proponents of trickle-down economics, who believe that keeping taxes low enables the affluent to invest more money in ways that create jobs and grow the economy. Your tax or financial advisor can help you determine the best strategies for your situation. This isnt an exhaustive list.

Risk Management 52

Risk Management Compliance Taxes Management 52

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*.

Financial Advisor 45

Financial Advisor Wealth Management Clients Financial Guidance 45

Fortune Financial

SEPTEMBER 19, 2023

per annum with growth every single year regardless of economic circumstances. Economically speaking, lavish pet expenditures were once viewed as a luxury, but as incomes have grown, consumers have been more willing to pay up for everything from premium dog foods to extensive life-extending therapies for their pets. members to ~2.5

Food 95

Food Budgeting Financial Advisor Economics 95

Integrity Financial Planning

JULY 3, 2023

Interest rates already increased in the past year due to inflation-fighting Federal Reserve monetary policies, but a default would cause them to go even higher due to falling credit ratings and the global lack of confidence in the stability of the US economy. 5] How Can You Prepare for Such an Occurrence?

Government 98

Government Risk Management Budgeting Taxes 98

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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?

Financial Advisor 74

Financial Advisor Economics Planning Risk Tolerance 74

Walkner Condon Financial Advisors

JULY 8, 2022

Let’s take a closer look at recessions and how one may impact the economy and markets for the remainder of 2022. . The most widely accepted definition of a recession is two consecutive quarters of negative economic growth, as measured by GDP. Recessions create an unpredictable economic environment. Financial Advisor.

Economics 59

Economics Financial Advisor Economy Portfolio 59

Dear Mr. Market

JULY 8, 2023

Throughout the past year, a chorus of voices emerged, proclaiming that the global economy was teetering on the edge of a precipice. They cited various factors, including rising inflation, geopolitical tensions, and lingering effects of the pandemic, as harbingers of an impending economic downturn.

Economics 106

Economics Economy Media Marketing 106

James Hendries

JULY 13, 2022

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

Walkner Condon Financial Advisors

JANUARY 26, 2024

As we are now a decade and a half removed from that economic meltdown, I feel that a bit of reflection is in order. Did that period of time, albeit historic in many ways, usher in an actual “new normal” or was it simply an atypical period within an otherwise normal 50-year economic period.

Marketing 74

Marketing Marketing Financial Advisor Economics 74

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

What we do know is fundamentally how markets work and what previous economic cycles have shown to be true over and over again. As advisors we have seen the data sliced and diced in study after study and over various time periods that show how difficult it is to time the market. first appeared on Walkner Condon Financial Advisors.

Marketing 81

Marketing Marketing Financial Advisor Investing 81

Clever Girl Finance

OCTOBER 1, 2022

But you need to know how to prepare for a recession and still thrive financially. Preparing for a recession is essential to your financial security. Knowing how it affects the economy and your finances and taking key steps will help you during an economic downturn. Well, economies work in a cycle. It's a bad idea.

Budgeting 105

Budgeting Economy Investing Investments 105

Zoe Financial

AUGUST 22, 2023

economy losing some steam. Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 20, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Economies and markets fluctuate. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Taxes 52