Zoe Financial

NOVEMBER 6, 2023

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. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

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Zoe Financial

JUNE 19, 2023

Why has the economy been more resilient than expected? trillion of those excess savings. Stay tuned for next week. – 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.

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Marketing Marketing Financial Advisor Education 52

Zoe Financial

NOVEMBER 27, 2023

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. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

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Zoe Financial

OCTOBER 16, 2023

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. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

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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. Stay tuned for next week. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

OCTOBER 9, 2023

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. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

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Marketing Marketing Financial Advisor Economics 52

Zoe Financial

JULY 31, 2023

We see more of rolling recessions on some parts of the economy such as manufacturing and housing. Stay tuned for next week. – 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.

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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. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. On Friday, the Personal Consumption Expenditure (PCE) Index for November comes out. Explore More.

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Marketing Marketing Financial Advisor Retail 52

Zoe Financial

NOVEMBER 13, 2023

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. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

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Wealth Management Management Financial Advisor Taxes 40

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. RIAs do not generally operate that way; it is usually the broker dealer model.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zoe Financial

NOVEMBER 9, 2023

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. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Wealth Management 52

Wealth Management Management Financial Advisor Insurance 52

Zoe Financial

NOVEMBER 21, 2023

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. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

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Wealth Management Management Financial Advisor Wealth Advisor 52

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector.

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