Diamond Consultants

DECEMBER 16, 2024

So, what can advisors do to ensure a successful client transition from one generation to the next? And how can advisors solve the dual mandate of allowing the Gen 2 advisor to inherit in a timely fashion while also making the retiring advisor economically whole?

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Tobias Financial

APRIL 5, 2023

They often possess significant amount of wealth, are highly educated and skilled but unsure what to do when it comes to financial planning. Some grew up in countries with political and economic instability and built distrust toward government or investing in the stock market.

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Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% 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 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?

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Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. 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% for the week. Positive revisions for March and April.

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Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. The company plans to use Dubai as their first go-to-market for offshore operations, rather than in Singapore.

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Zoe Financial

NOVEMBER 20, 2023

Economic Data – Stock rally attributes: Core CPI data came out better than expected. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? for the week.

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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

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% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? month-over-month growth.

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Zoe Financial

OCTOBER 16, 2023

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. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? Core CPI ticked down from 4.3

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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. The Stock Market: The S&P 500 was up and so was Nasdaq.

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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. Small caps are underperforming the broader market.

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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). GPD and consumers have held up.

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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. The sell-off in stocks and bonds came in the back of Fitch downgrading the U.S. government credit rating.

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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

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? week over week.

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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’ll probably see year-over-year drop of 5%, maybe even 6% year-over-year earnings growth.

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Zoe Financial

NOVEMBER 6, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

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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. The Stock Market: The S&P 500 was up 1% for the week.

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Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? annualized growth.

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Zoe Financial

NOVEMBER 27, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

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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. 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.

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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. 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.

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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. We start to see that inflation is coming down.

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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% for the week.

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Marketing Marketing Financial Advisor Education 52

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. The S&P 500 was down 0.2% (essentially didn’t move). Low volatility. forecast of 63).

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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 13, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

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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. This would mark the largest earnings decline reported by the index since Q2 of 2020. centrally flat. 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%. Nasdaq is now up 17% year-to-date.

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International College of Financial Planning

OCTOBER 26, 2023

Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. Why Pursue a Career as a Financial Advisor?

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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.” Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Together with Rianka R. Marguerita Cheng.

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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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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. Tax services provided through Harness Tax LLC.

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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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WiserAdvisor

JANUARY 27, 2023

HNWIs often have specific financial needs and goals, such as wealth preservation, tax efficiency, diversifying investments, and estate and succession planning for their wealth. 2023 may see several changes with respect to retirement plans, Social Security, etc., This is why they make for an excellent diversification tool.

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