Zoe Financial

APRIL 7, 2025

For investors, this may be a time to revisit your financial plan, not to panic. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Economies and markets fluctuate.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Abnormal Returns

SEPTEMBER 18, 2023

bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. humbledollar.com) Economy National home builder confidence fell in September. calculatedriskblog.com) The resumption in student loan payments is going to hit the economy.

Financial Advising 147

Financial Advising Media Economy Financial Planning 147

Abnormal Returns

APRIL 24, 2023

investmentnews.com) Annuities are coming to a 401(k) plan near you. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. thinkadvisor.com) Why personal financial literacy is unique - everyone needs it.

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning 59

Financial Planning Planning Financial Advisor Budgeting 59

Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] Whether it is an adjustable-rate mortgage or even a credit card plan, the increase in interest rates could lead to higher expenses. Boosts on Savings Accounts.

Financial Planning 97

Financial Planning Accounting Economy Retirement 97

The Big Picture

JULY 18, 2022

It only works for someone whose financial plan is fully funded, the rest of their house is in order, and they are playing with a modest amount of discretionary cash. Let’s start with how we got here: A massive global pandemic led to a shutdown of the world’s economy. Regardless, it is an interesting question.

Economy 278

Economy Marketing Marketing Financial Planning 278

Integrity Financial Planning

JULY 28, 2022

How should your financial plan be revised over time? Financial uncertainty in the market is giving a lot of people a lot of anxiety. You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anything about a lot of things.

Financial Planning 98

Financial Planning Financial Advisor Economy Planning 98

Zoe Financial

JANUARY 28, 2025

Smart Investing: Focus On Your Longterm Financial Goals Its imperative to begin the investment process with a clear idea of your goals and the time frame for your financial plan to accomplish them. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Your Richest Life

FEBRUARY 24, 2025

The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning 52

Financial Planning Planning Financial Advisor Budgeting 52

A Wealth of Common Sense

JANUARY 22, 2024

On today’s show, we discuss: The macro economy in 2023, and what to expect in 2024 Financial planning basics Commodity trading Behavioral finance and how it affects investing decisions A live Q and A A conversation with Andy Daniels, a legend in the commodity trading.

Financial Planning 102

Financial Planning Economy Planning Investments 102

oXYGen Financial

NOVEMBER 13, 2022

As part of your financial planning, give away some of your assets. Philanthropy and charitable giving is serving public and support initiatives that may not be covered by the public or private sector which helps create thriving societies and economies, especially considering the. ]] You might find the answer shocking.

Investing 98

Investing Investments Financial Planning Economy 98

Integrity Financial Planning

MARCH 19, 2023

What Is Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] appeared first on Integrity Financial Planning, Inc.

Retirement 98

Retirement Economy Economics Financial Planning 98

Discipline Funds

AUGUST 2, 2024

We’ve spent much of the last year explaining how higher rates were slowly putting the screws to the broader economy. The economy doesn’t land like a plane. 5%+ interest rates are not a normalized economy and now looks far too restrictive. None of this is terribly surprising to readers here.

Financial Planning 115

Financial Planning Assets Asset Allocation Economy 115

Integrity Financial Planning

DECEMBER 11, 2023

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. The conventional idea is that when the economy is struggling, interest rates may be lowered to help stimulate business growth. Some think that wasn’t by accident.

Portfolio 97

Portfolio Economy Financial Guidance Financial Planning 97

Integrity Financial Planning

JANUARY 9, 2023

Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] Talk to us today to receive guidance that empowers you to get into 2023 with a solid financial plan. [1] Inflation Pinched Pockets. 1] [link]. [2] 2] [link]. [3]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. We might see sustained inflation, more market volatility, and an overall tighter economy. Why Meet with a Financial Advisor?

Financial Advisor 98

Financial Advisor Retirement Planning Marketing Marketing 98

Integrity Financial Planning

MARCH 28, 2023

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically. 4] What This Means for You The economy is in an uncertain place right now.

Retirement 88

Retirement Marketing Marketing Retirement Planning 88

Discipline Funds

MAY 28, 2024

The US economy has outperformed expectations by most metrics. One good way to think about this is that there’s an old rule in financial planning that you should spend about 28% of your household income on a mortgage. It’s a number so big that it’s made standardized financial planning rules void of value.

Food 118

Food Medical Economy Financial Planning 118

Your Richest Life

NOVEMBER 11, 2022

Try to set aside a time when you and your partner can look honestly at your money situation, and work together on what you plan to do in the year ahead to improve your situation and reach your goals. With the super high inflation and interest rates this year, just about everybody felt a little more squeezed financially.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

The Big Picture

JULY 24, 2024

It seems obvious we should have a long term perspective in, in financial planning and investing. How important is it for us to be able to adjust our plans to changing circumstances? We also have to leave room for chance when making long term plans? Barry Ritholtz : Don’t just do something. That’s right].

Math 273

Math Retirement Investing Investments 273

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. SUMMARY OF MAJOR VIEWS The economy remains resilient supported by job gains, income growth, and strong consumer balance sheets as well as productivity gains on the business side.

Investing 139

Investing Investments Economy Economics 139

Tobias Financial

MARCH 12, 2025

You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. These competing factors are pulling the economy in different directions, making price trends more unpredictable. Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next.

Marketing 52

Marketing Marketing Financial Planning Planning 52

Integrity Financial Planning

DECEMBER 5, 2022

The Dow Jones is a qualitative index that tracks 30 blue-chip (meaning some of the largest companies in the country that are well-known and crucial to the US economy) industrial and financial companies in the United States. The index is used by the media as a barometer of the broader stock market and the economy. [1]

Financial Planning 97

Financial Planning Retirement Investments Investing 97

Integrity Financial Planning

AUGUST 31, 2023

This practice of diversifying investments across different assets and sectors, which is fundamental to modern investment strategies, has its roots in the financial techniques of medieval merchants. [1] Source: [1] [link] The post Ancient Money: The History of Banking and Currency appeared first on Integrity Financial Planning, Inc.

Banking 97

Banking Financial Planning Accounting Portfolio 97

Discipline Funds

AUGUST 16, 2024

Tariffs and trade wars are the equivalent of putting boulders in your own harbors thinking you’ve made your economy more accessible to everyone when all you’ve really done is make things more difficult for everyone. As you may or may not know – I have an obsession about time within financial planning processes.

Asset Allocation 121

Asset Allocation Financial Planning Assets Retirement 121

Integrity Financial Planning

FEBRUARY 20, 2023

The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. 1] Unfortunately, these contribution plans are more subject to market ups and downs, which means you could face some risk while you save. [2]

Retirement Planning 95

Retirement Planning Retirement Planning Financial Planning 95

Nationwide Financial

AUGUST 24, 2022

Retirement and education savings goals are among the top financial goals for U.S. families, with paying off debt also ranking high on the list of financial priorities. That’s a good basis for many families to make any necessary changes to their financial plans. How financial professionals can help families today.

Financial Planning 98

Financial Planning Retirement Clients Planning 98

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. In fact, during the first three quarters of the year, the economy grew at a rate of 3.2 All in all, the markets and economy performed stronger than anticipated in 2023.

Economy 52

Economy Marketing Marketing Financial Planner 52

Integrity Financial Planning

MAY 4, 2022

With inflation soaring, the Fed is planning to make aggressive moves to slow the economy with rate hikes. If the Fed is being aggressive, how aggressive should the retirement saver be with their plan? Honest Takes : [0:12] – How aggressive should a retirement saver be about their plan? [4:31] What’s to come?

Planning 52

Planning Retirement Retirement Planning Healthcare 52

Nerd's Eye View

SEPTEMBER 28, 2022

What's unique about Joe, though, is how he founded United Capital, built it to become one of the largest independent wealth management firms in the country on a path to disrupt the established incumbents, but ultimately decided to sell the firm to Goldman Sachs in pursuit of the next level of national scale… and in the process has been able to (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Your Richest Life

DECEMBER 1, 2022

Here are five strategies for cutting down on that money stress, so you can stop panicking and start making a plan: 1. Acknowledge your backup plans and celebrate your wins. I talk about some of those options in my “How to Adjust Your Financial Plan” post. When your finances take a hit, it can be easy to spiral.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Discipline Funds

OCTOBER 9, 2024

The US economy has been on a tear versus every other G20 economy over the last 10 years and especially in the last few years. While high interest rates are slowing most other developed economies the US has stayed relatively robust. This is especially true in the pricing of the US stock market.

Valuation 95

Valuation Economy Financial Planning Economics 95

Integrity Financial Planning

OCTOBER 13, 2022

When was the last time you stopped and thought about how long the dollar bill that’s in your pocket has been circulating through the economy? Click HERE to talk to us at Company Name to take the next step in protecting your financial plan. [1] appeared first on Integrity Financial Planning, Inc. 1] [link]. [2]

Financial Planning 92

Financial Planning Banking Government Retirement 92

Your Richest Life

MARCH 31, 2023

So, what does all of that mean for your money, and the economy? A few days before its collapse, SVB announced its plan to raise $2 billion in capital to offset bond losses. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Banking 105

Banking Insurance Accounting Fee Only 105

Discipline Funds

APRIL 7, 2025

And what could happen in that scenario is that global trade slows meaningfully, business uncertainty lingers and that ultimately starts this long slow bleed into the real economy over time. And I hope we can all move past this self inflicted wound sooner than later because the longer this lasts the worse the economy will get.

Portfolio 58

Portfolio Assets Taxes Economy 58

Integrity Financial Planning

DECEMBER 19, 2022

However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. Historically, bond values are set to rise (and the inverse yield falls) when recession hits and markets go down to spur investment back into the economy. Yo-yo Stock Markets. 1] [link]. [2]

Portfolio 91

Portfolio Retirement Accounting Economy 91