Zoe Financial

MAY 1, 2023

Economic Data: Inflation data – The core CPE index came in as expected at 4.6% Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! The S&P 500 was up almost 1%. Nasdaq is now up 17% year-to-date. year-to-date. year-over-year.

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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

Some grew up in countries with political and economic instability and built distrust toward government or investing in the stock market. Their idea about money and retirement tends to be very different due to various factors.

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

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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. The Stock Market: The S&P 500 was up 2.2%

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Zoe Financial

MAY 23, 2023

Economic Data: Leading Economic Index (LEI) fell 0.6% 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. Large technology companies went up. The AI story – disruptive new technology. in April. FOMC minutes.

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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. What was driving both the stock and bond market action?

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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. The ten-year has been down 25% since July 31, 2020. Core CPI ticked down from 4.3

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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. We also had a mixed bag of earnings report. annualized growth.

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Zoe Financial

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down 0.7%. For the quarter it was down 3%.

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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. 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. 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. Oil was up 3% for the week and is now flat year-to-date. The market is pricing. hourly wages.

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Zoe Financial

AUGUST 28, 2023

Economic Data: The Fed, Powell’s speech: No big reveals or shift in expectations. 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%. Gross stocks outperformed value shares. Big story: Nvidia. Focus on bringing down inflation.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. 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 economy losing some steam. Unemployment rate remains abnormally low. GDP is mostly driven by consumption.

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Zoe Financial

AUGUST 14, 2023

Economic Data: Macro is doing much better than people expected. Drops were led by the magnificent 7 (mega large-cap stocks). Earnings: Second quarter S&P 500 earnings are likely to hit around negative 5% year-over-year, for the third straight quarter of negative earnings growth. GPD and consumers have held up. Headline CPI came in at 3.2,

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Zoe Financial

AUGUST 8, 2023

Economic Data: Slow hiring this Summer from U.S. 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. Earnings: So far 84% of S&P 500 companies have reported. Expectations are that earnings will be down 5.2% year-over-year.

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Zoe Financial

JULY 10, 2023

Economic Data: Payroll’s data could have driven the markets to sell-off. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was down over 1% for the week. It’s up close to 15% year-to-date.

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Zoe Financial

JUNE 5, 2023

Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. 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%. Nasdaq was up 2% for the week and is now up more than 26% year-to-date. May’s payrolls number came in better than expected.

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Zoe Financial

APRIL 17, 2023

Economic Data: March core CPI hit expectations of 5.6% 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% week over week. year-over-year. The trend is encouraging, with PPI falling 2.5% in March year-over-year.

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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. We’ll probably see year-over-year drop of 5%, maybe even 6% year-over-year earnings growth. Stay tuned for next week.

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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. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

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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. 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. 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. non-farm payroll was mixed. Labor force participation was up to 62.8% (highest post-pandemic).

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Zoe Financial

SEPTEMBER 5, 2023

Economic Data: In August, U.S. 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. non-farm payroll was mixed. Labor force participation was up to 62.8% (highest post-pandemic).

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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. Main reason for market enthusiasm has to do with the inflation numbers for June. 25% rally over the last 9 months for stocks, mainly driven by valuation expansion. For earnings, companies are reporting above expectations.

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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. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 26, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was down 1.7% for the week. Nasdaq was down even more, 1.4%

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Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 15, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! The S&P 500 was down 0.2% (essentially didn’t move). Low volatility. year-over-year growth for April. forecast of 63).

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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.

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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. Stay tuned for next week.

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Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% 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. Analysts are predicting earnings growth of 0.1 centrally flat. month-over-month. 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% Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! The S&P 500 was up almost 1%. Nasdaq is now up 17% year-to-date. year-to-date. year-over-year.

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Zoe Financial

JUNE 19, 2023

Economic Data: Producer Price Index (PPI) declined month over month by 0.3%. The Federal Reserve meeting last Wednesday, there was an agreement to stop the interest rate hike. Chairman Powell commented it might take a couple years before they start lowering interest rates. Positive indicator that CPI will continue to come down.

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Zoe Financial

NOVEMBER 21, 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. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

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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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Validea

FEBRUARY 10, 2023

Likewise, if economic pressures force the Fed to pivot, equities could plunge. As the dollar declines and overseas valuations get more attractive, those investors who have internationally diversified portfolios will stand to gain, says wealth advisor for CI RegentAtlantic Private Wealth Melissa Weisz.

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International College of Financial Planning

OCTOBER 26, 2023

Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance. As a financial advisor, it’s crucial to grasp the intricacies of financial products and understand the broader economic landscape. Prioritizing their needs is the essence of a commendable financial advisor.

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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. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

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