Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

NOVEMBER 11, 2024

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Zoe Financial

FEBRUARY 3, 2025

Economic Update: Q4 Real GDP: Grew 2.3% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

MARCH 24, 2025

Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

APRIL 21, 2025

Economic Update: Fed Outlook: Chair Powell: The Fed will remain patient on rate cuts. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Selloff Drivers: New U.S.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Zoe Financial

JANUARY 20, 2025

Economic Update: Core CPI: Dropped to 3.2% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

DECEMBER 16, 2024

Economic Updates: CPI Core data (excludes food & energy): rose by 0.3% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. It accounts for 2.2% for the third consecutive month.

Marketing 52

Marketing Marketing Accounting Taxes 52

Nerd's Eye View

OCTOBER 30, 2023

On the other hand, the past decade has seen an explosion of 'vendor conferences', as more and more companies have discovered it's more economical to simply run their own conferences (at a breakeven or even a small loss) than to heavily sponsor the conferences of industry associations.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Zoe Financial

DECEMBER 9, 2024

Economic Updates: Payroll data: 227k new jobs added, above 220k expected. If earnings continue to grow steadily, inflation decelerates, and economic growth is maintained, the market could rally further with no immediate signs of a recession. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Economics Taxes 40

Zoe Financial

NOVEMBER 25, 2024

Economic Updates: Jobless Claims: stronger-than-expected claims, driving positive momentum for the end of the week. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

JANUARY 6, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 40

Marketing Marketing Economy Taxes 40

The Big Picture

DECEMBER 21, 2023

It’s rooted in the idea that investors and businesses and economic cycles have regular patterns. People raise money to pay taxes. They pay taxes is certain times of year. And everybody, including, you know, present company here, makes forecasts, outlooks, sets agendas, and precedents. They don’t always work.

Numbers 321

Numbers Marketing Marketing Taxes 321

Zoe Financial

DECEMBER 28, 2024

Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Zoe Financial

NOVEMBER 18, 2024

Economic Updates: October Consumer Price Index (CPI) came in at 2.6%. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. minutes Welcome to this week’s Market Drama!

Marketing 40

Marketing Marketing Taxes Economics 40

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

Economics 59

Economics Taxes Investment Advisor Investments 59

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Charitable Remainder Unitrust

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. In their economic projections, 12 of 19 Fed officials expect to raise rates once more this year.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 31, 2022

Presented by Cornerstone Financial Advisory, LLC. Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Two-year Treasury Note Auction.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

AUGUST 1, 2022

Presented by Cornerstone Financial Advisory, LLC. Stocks on Thursday shrugged off news of a second-consecutive quarter of negative economic growth to build on Wednesday’s gains as fresh earnings continued to comfort, if not impress, investors. This Week: Key Economic Data. The Nasdaq Composite index gained 4.70% for the week.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. in September–well above the forecast of a 0.3% Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress Presented by Cornerstone Financial Advisory, LLC A powerful Friday rally left stocks higher last week, extending the market’s early November gains. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Wednesday: Producer Price Index (PPI).

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. 7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Discipline Funds

MARCH 28, 2025

And this concern was confirmed on Thursday evening when Lululemon warned that economic uncertainty was leading to softer than expected consumer spending. Of all the silly discussions that I’ve had over the years regarding economics I have to say that the tariff discussion is among the very silliest. CR: Tariffs are taxes.

Taxes 102

Taxes Government Manufacturing Portfolio 102

Cornerstone Financial Advisory

JULY 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. 5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). The Nasdaq Composite index surrendered 0.92% for the week.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 16, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. 5 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Industrial Production. Wednesday: Housing Starts. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. This Week: Key Economic Data Monday: New Home Sales. Tuesday: Consumer Confidence. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. 5 This Week: Key Economic Data Monday: Housing Market Index. Housing Starts and Permits.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. 1 Economic news also helped boost markets. percent in January versus December—and 2.4 Beige Book.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. 3 This Week: Key Economic Data Monday: ISM Services Index. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. 4,5 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105

Marketing Marketing Taxes Economics 105