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Read books and blogs , attend webinars, or consult with a wealthadvisor to deepen your understanding of investments, estate planning, and other topics. Schedule a Financial Advisor Check-In Regularly meet with your wealthadvisor to review your progress and refine your strategies. Economies and markets fluctuate.
Economic Data – Stock rally attributes: Core CPI data came out better than expected. Economy is slowing down a bit but there is no sign of a recession. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.
Economic Updates: Strong third quarter GDP number – came in at 4.9% Good news: Economy is not in a recession. Good news: Economy is not in a recession. Bad news: Economy looks to be running above its trend growth, which might decrease the odds of lowering interest rates any time soon. Economies and markets fluctuate.
Economic Updates: Stronger than expected retail sales, 0.7% If the economy is doing fairly well, it is unlikely that inflation will come down. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. month-over-month growth.
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. Small caps are underperforming the broader market. Concerns around the U.S Unemployment rate remains abnormally low. GDP is mostly driven by consumption.
Economic Data: Core CPI came in as expected at 5.5% The Federal Reserve is in restrictive territory (trying to slow down the economy). April retails sales and expected earnings from a couple “proxies” for the economy. The S&P 500 was down 0.2% (essentially didn’t move). Low volatility. forecast of 63).
Economy seems to be cooling off while not at a recession, which might bring inflation down. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.
Economic data we can point to this: September employment data came out and payroll gains came in at 336,000. Economic Snapsot: Average hourly earnings came in at 4.15 Long-term bonds try to give a proxy for inflation + real economic growth (nominal GDP growth). Economies and markets fluctuate. It was up 0.2%
Economic Updates: Oil prices were up 6% for the week. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Core CPI ticked down from 4.3
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’ll probably see year-over-year drop of 5%, maybe even 6% year-over-year earnings growth. Stay tuned for next week.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable.
Economic Data: What drove the markets last week? We see more of rolling recessions on some parts of the economy such as manufacturing and housing. Economic growth remains resilient. The Stock Market: The S&P 500 was up 1% for the week. It’s up 19.3% year-to-date. Nasdaq was up even more by 2%. The market is pricing.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable.
Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. Why has the economy been more resilient than expected? Chairman Powell commented it might take a couple years before they start lowering interest rates. Positive indicator that CPI will continue to come down.
and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment. Likewise, if economic pressures force the Fed to pivot, equities could plunge. Investors who have the stomach to take on more risk should look beyond the U.S.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable.
Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. Marguerita Cheng is the co-founder and CEO of Blue Ocean Global Wealth. Marguerita Cheng.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable.
The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealthadvisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. Here’s how.
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