Zoe Financial

OCTOBER 30, 2023

Good news: Economy is not in a recession. Bad news: Economy looks to be running above its trend growth, which might decrease the odds of lowering interest rates any time soon. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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Zoe Financial

OCTOBER 23, 2023

If the economy is doing fairly well, it is unlikely that inflation will come down. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. 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

DECEMBER 5, 2023

So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days. Economies and markets fluctuate. But consumers do expect more for that price.

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Zoe Financial

NOVEMBER 13, 2023

Economy seems to be cooling off while not at a recession, which might bring inflation down. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. Nasdaq was up 2.5% for the week.

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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. Economies and markets fluctuate.

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Zoe Financial

JULY 31, 2023

We see more of rolling recessions on some parts of the economy such as manufacturing and housing. 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

JUNE 19, 2023

Why has the economy been more resilient than expected? 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. Ready to Grow Your Wealth?

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Zoe Financial

DECEMBER 16, 2022

On Tuesday, we have November housing starts and new and existing home sales out Real estate and housing are really important indicators for the overall economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. . About Zoe Financial.

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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. Economies and markets fluctuate.

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Zoe Financial

OCTOBER 16, 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.

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Your Richest Life

APRIL 19, 2022

Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . If you have a long commute or a huge pile of laundry to fold, you have an opportunity to improve your financial literacy. Here are some good ones to get you started: Investing and financial planning.

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Zoe Financial

OCTOBER 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.

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International College of Financial Planning

AUGUST 2, 2021

Are you looking at a career as a Financial Advisor in India? Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges.

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Inside Information

FEBRUARY 27, 2023

You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

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Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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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. Economies and markets fluctuate.

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The Irrelevant Investor

MARCH 11, 2021

A listener emailed us today saying: Also for folks wanting to get into the industry of financial planning, fidelity is a great place where no experience is needed to get started: [link] fidelity.com/ This is a great idea. When the economy reopens, I would walk into one and see what roles are available.

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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.

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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. Economies and markets fluctuate.

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The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

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