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New Year, New Wealth: A Guide to Financial Resolutions for 2025

Zoe Financial

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Schedule a Financial Advisor Check-In Regularly meet with your wealth advisor to review your progress and refine your strategies. Economies and markets fluctuate.

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Market Drama

Zoe Financial

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.

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Market Drama

Zoe Financial

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.

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Market Drama

Zoe Financial

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.

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Market Drama

Zoe Financial

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.

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Market Drama

Zoe Financial

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).

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Market Drama

Zoe Financial

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.