Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% We believe financial advice should come from unbiased and certified professionals. Nasdaq was up even more, 3% for the week, for the week (it is now up 21% year to date). What’s going on beneath the surface? April jobs number was strong. in April. FOMC minutes.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

OCTOBER 9, 2023

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). It was up 0.2% Unemployment rate held steady at 3.8%.

Marketing 52

Marketing Marketing Financial Advisor Economics 52

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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up and so was Nasdaq. S&P 500 was up 0.8% this past week. Nasdaq was up 2.3% for the week. Dow Jones was down 0.4%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. We believe financial advice should come from unbiased and certified professionals. Nasdaq was down 2.6% for the week. There is a pullback, the question is: will we have a bear market? Small caps are underperforming the broader market. Concerns around the U.S

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. We believe financial advice should come from unbiased and certified professionals. Drops were led by the magnificent 7 (mega large-cap stocks). GPD and consumers have held up. July CPI came in line with expectations. Headline CPI came in at 3.2,

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. We believe financial advice should come from unbiased and certified professionals. The sell-off in stocks and bonds came in the back of Fitch downgrading the U.S. government credit rating. We had mixed data for jobs and wages. Expectations are that earnings will be down 5.2%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama!

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 1.8% for the week. May was fairly flat at 0.4%, but year-to-date at 11.5%. Positive revisions for March and April.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. We believe financial advice should come from unbiased and certified professionals. 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%. It is now up 37% year-to-date.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up and so was Nasdaq. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week. Treasury bond yields fell (bond prices went up). All in the back of softer-than-expected job data.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up and so was Nasdaq. S&P 500 was up 2.5% Nasdaq was up 3.2% for the week. Treasury bond yields fell (bond prices went up). All in the back of softer-than-expected job data.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 17, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The S&P 500 was up 0.8%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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. We believe financial advice should come from unbiased and certified professionals. Main reason for market enthusiasm has to do with the inflation numbers for June. For earnings, companies are reporting above expectations.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

JUNE 26, 2023

Economic Data: On the positive side: Housing starts for May came in much better than expected. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 26, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama!

Marketing 52

Marketing Marketing Financial Advisor Education 52

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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 15, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Low volatility. forecast of 63).

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% We believe financial advice should come from unbiased and certified professionals. If we hit the consensus expectation for earnings, we should see a drop of 9% year-over-year earnings for the S&P 500. This would mark the largest earnings decline reported by the index since Q2 of 2020.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

MARCH 20, 2023

Leading Economic Index (LEI) fell for its 11th straight month. February 24, 2023 Explore More About Zoe Financial Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. Bond move index hit an over five-year high that includes COVID.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama!

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. We believe financial advice should come from unbiased and certified professionals. The Federal Reserve meeting last Wednesday, there was an agreement to stop the interest rate hike. Positive indicator that CPI will continue to come down.

Marketing 52

Marketing Marketing Financial Advisor Education 52

Zoe Financial

NOVEMBER 21, 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.

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

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.

Wealth Management 52

Wealth Management Management Financial Advisor Taxes 52

Indigo Marketing Agency

DECEMBER 19, 2022

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. 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%. He was named a Top 10 Advisor on Investopedia’s 100 list.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Zoe Financial

NOVEMBER 9, 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.

Wealth Management 52

Wealth Management Management Financial Advisor Insurance 52

WiserAdvisor

JULY 24, 2022

Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. Is this aimed at the advisor community? Who’s your focus?

Financial Advisor 283

Financial Advisor Clients Taxes Investing 283

Sara Grillo

SEPTEMBER 26, 2022

JR: There is no educational standard for someone to become a financial planner, although there’s not any evidence to suggest that financial planners like me are any less trained or less academically qualified, that we have to disclose our academic backgrounds and designations in our ADVs. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59