Zoe Financial

SEPTEMBER 5, 2023

Total non-farm job numbers were 187,000 above expectations of 170,000. If we continue to see better-than-expected inflation numbers lose their job market, but not a full blown recession, that seems to be the sweets pot for treasury yields to be falling and for stock markets to continue to go up. Economic Data: In August, U.S.

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Zoe Financial

MAY 14, 2023

A couple numbers on the negative side: The University of Michigan, Consumer Sentiment Index tame in at a worse than expected 57.7 Interest Rates: Federal Governor Michelle Bowman spoke on Friday as she said that inflation recent numbers do not signal a downward path yet. Core PPI, came in as expected at 2.3%. forecast of 63).

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Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Netflix rallied over 6% with better-than-expected earnings due to subscription numbers. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

OCTOBER 2, 2023

Core PCE inflation numbers were better than expected. We believe financial advice should come from unbiased and certified professionals. Bad quarter but still a good year. Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Potential recession worries. Concerns of a government shutdown.

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Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% We believe financial advice should come from unbiased and certified professionals. Biggest headline there: oil prices affecting gasoline prices – increased 10.6% month-over-month. Core CPI went down from 4.7% year-over-year to 4.3% – deceleration of growth. month-over-month.

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Zoe Financial

JUNE 5, 2023

May’s payrolls number came in better than expected. We believe financial advice should come from unbiased and certified professionals. Nasdaq was up 2% for the week and is now up more than 26% year-to-date. Economic Data: Last week we saw the debt ceiling resolution in Washington, great news. Wages data also came out – 4.3%

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Zoe Financial

MARCH 6, 2023

Pending home sales had a robust number. February 21, 2023 Market Drama February 20, 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. What drove this market action?

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Zoe Financial

DECEMBER 12, 2022

The University of Michigan Consumer Sentiment came out with their December numbers and it was up to 59.1. We get November CPI numbers on Tuesday. for the overall number and 6.1% Since consumption accounts for 68% of GDP, this number will be very important. About Zoe Financial. month-over-month and 7.4%

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Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was up 2.4% for the week. It’s up 17% year-to-date. Nasdaq was up 3.3%. Up 35% year-to-date.

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Zoe Financial

MAY 23, 2023

April jobs number was strong. We believe financial advice should come from unbiased and certified professionals. It’s the first week in over six weeks in which we have seen the S&P breakthrough either down 1% or up 1%, so we broke through the lack of volatility. What’s going on beneath the surface? in April.

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Zoe Financial

JANUARY 9, 2023

due to the better-than-expected December jobs number. About Zoe Financial. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. We believe financial advice should come from unbiased and certified professionals. Explore More.

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Zoe Financial

DECEMBER 16, 2022

We had November CPI numbers out and they were better than expected. About Zoe Financial. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. We believe financial advice should come from unbiased and certified professionals.

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Carson Wealth

NOVEMBER 14, 2023

With $150 million in assets, Main Street Financial Group, located in Milton, Georgia, has been a steadfast presence in its community for 21 years, providing comprehensive financial services to its clients. Sharing his perspective on the partnership, wealth advisor, G.C. The addition of advisors like Paul and G.C.

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Zoe Financial

OCTOBER 23, 2023

Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. We believe financial advice should come from unbiased and certified professionals. The bond yields continue to rise for the treasury market. Economic Updates: Stronger than expected retail sales, 0.7% month-over-month growth. Well above 1.5%

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Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% We believe financial advice should come from unbiased and certified professionals. Stocks are in correction territory, meaning they’ve fallen 10% from their recent highs. There are two major drivers: The continuous move up in treasury yields.

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Zoe Financial

OCTOBER 9, 2023

This is the fourth consecutive month in which we’ve seen the wage growth number come down – big positive development. We believe financial advice should come from unbiased and certified professionals. Unemployment rate held steady at 3.8%. Economic Snapsot: Average hourly earnings came in at 4.15 year-over-year growth.

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Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

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Indigo Marketing Agency

DECEMBER 19, 2022

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. He was named a Top 10 Advisor on Investopedia’s 100 list.

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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? Does conflict of interest matter?

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Sara Grillo

DECEMBER 12, 2022

So when the advisor is not totally transparent with what their fee model is, not just the fees they are charging but any fees and costs overall, whether it is insurance products, whether it’s AUM fees, whether it’s fixed fees or hourly fees or a combination of all these…” – Scott Salaske. Join the Transparency Advisor Movement.

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The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. From my vantage point, honestly, I was employee number one in London, as I mentioned, so I had my head down.

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WiserAdvisor

JULY 24, 2022

Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.

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Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

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