Economy Planning Wealth Advisor 
Tobias Financial
OCTOBER 12, 2023
economy, with projections indicating a remarkable growth in purchasing power over the next few years. Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation. The Latino community is making significant strides in the U.S.
Zoe Financial
DECEMBER 28, 2024
E xample : If you identify as a financially savvy individual, youre more likely to automate your savings, track your credit score, and stick to your spending plan. Outcome: Define Your Big Financial Goals Set a Clear Spending Plan Create a budget that prioritizes your values. Process: What Systems Will Get You There?
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Zoe Financial
AUGUST 22, 2023
economy losing some steam. China had some alarming news that might impact the global economy. 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. Small caps are underperforming the broader market.
Zoe Financial
MAY 14, 2023
The Federal Reserve is in restrictive territory (trying to slow down the economy). April retails sales and expected earnings from a couple “proxies” for the economy. Ready to Grow Your Wealth? What to look out for this week: Negotiations on U.S. debt ceiling have been postponed till next week.
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. Economies and markets fluctuate. Ready to Grow Your Wealth? Ticked down from 3.8 This is well above the 2% target the Fed has.
Zoe Financial
NOVEMBER 20, 2023
Economy is slowing down a bit but there is no sign of a recession. Economies and markets fluctuate. 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. Inflation came down. Headline CPI fell from 3.7
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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