Zoe Financial

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The Stock Market: The S&P 500 was down 0.7%.

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Zoe Financial

NOVEMBER 20, 2023

Economic Data – Stock rally attributes: Core CPI data came out better than expected. 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. for the week.

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International College of Financial Planning

OCTOBER 26, 2023

For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance.

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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). Ready to Grow Your Wealth? It was up 0.2%

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Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% 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

OCTOBER 16, 2023

Economic Updates: Oil prices were up 6% for the week. 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

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 0.8% this past week. for the week.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 2.6% for the week. Concerns around the U.S

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Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Drops were led by the magnificent 7 (mega large-cap stocks).

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. Ready to Grow Your Wealth? 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.

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Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The Stock Market: The S&P was down over 1% for the week.

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Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The Stock Market: The S&P 500 was up 1.8%

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Find An Advisor Recent Blogs Market Drama April 17, 2023 Retiring Abroad?

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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. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

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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%. She was also named a Top 10 Financial Advisor by Investopedia.

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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. Ready to Grow Your Wealth?

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Zoe Financial

JULY 31, 2023

Economic Data: What drove the markets last week? Economic growth remains resilient. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. It’s up 19.3% year-to-date. hourly wages.

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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. Ready to Grow Your Wealth?

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Ready to Grow Your Wealth? 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. S&P 500 was up 2.5%

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. Ready to Grow Your Wealth? 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. S&P 500 was up 2.5%

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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. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

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Zoe Financial

JUNE 26, 2023

Economic Data: On the positive side: Housing starts for May came in much better than expected. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The Stock Market: The S&P was down 1.7%

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Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% Ready to Grow Your Wealth? 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.

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Zoe Financial

MARCH 20, 2023

Leading Economic Index (LEI) fell for its 11th straight month. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Bond move index hit an over five-year high that includes COVID.

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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. Ready to Grow Your Wealth?

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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. Ready to Grow Your Wealth?

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Ready to Grow Your Wealth? 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. Below the 0.5%

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Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up almost 1%. year-to-date.

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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. Ready to Grow Your Wealth?

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Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Positive indicator that CPI will continue to come down.

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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. Ready to Grow Your Wealth?

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Harness Wealth

MARCH 24, 2023

However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor. Harness Wealth specializes in working with startup employees, founders, and other modern workers on unique tax and financial planning strategies for the long term.

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FMG

APRIL 6, 2023

RX Wealth Advisors RX Wealth Advisors have a clean logo using dark blue and orange, a standard, reliable palette. Total Wealth Advisors The same orange and blue color palette is used in the Total Wealth Advisors logo. Combining several of them to make their logo more memorable and interesting.

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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. Ready to Grow Your Wealth?

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WiserAdvisor

JANUARY 27, 2023

While wealth management for high-net-worth individuals may not be affected by Social Security benefits and 401k retirement plans compared to the average investor, the community still has to be prepared to tackle inflation, recession, and taxes like anybody else.

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WiserAdvisor

JULY 24, 2022

Financial planning can be helpful in many ways. Financial planning adds discipline to your routine. Financial planning is also helpful in tracking errors and rectifying them quickly to avoid further damage. Evidently, financial planning is even more crucial for high-net-worth individuals.

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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?

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