Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. We believe financial advice should come from unbiased and certified professionals. There is a pullback, the question is: will we have a bear market? Small caps are underperforming the broader market. Concerns around the U.S economy losing some steam.

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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. Stock Market: S&P 500 was up 1.6% for the week.

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Zoe Financial

JULY 17, 2023

June retail sales and housing market data. 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. What to look out for this week: Earnings will be a big part of the story.

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Zoe Financial

MAY 14, 2023

April retails sales and expected earnings from a couple “proxies” for the economy. 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

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. We believe financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

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Zoe Financial

MAY 1, 2023

We’ve had positive surprises, especially on the sales front. We believe financial advice should come from unbiased and certified professionals. Housing data came in worse than expected but we saw strong consumption growth at a 3.7% annualized growth rate. 2023 consensus EPS estimates stopped falling.

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Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. 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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Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. We believe financial advice should come from unbiased and certified professionals. Economic Data – Stock rally attributes: Core CPI data came out better than expected. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1% Upward revision to prior month.

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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

Economic Updates: Stronger than expected retail sales, 0.7% We believe financial advice should come from unbiased and certified professionals. The ten-year treasury yield moved up higher, closer to 5% this year. The bond yields continue to rise for the treasury market. month-over-month growth. What to expect next week?

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Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. We believe financial advice should come from unbiased and certified professionals. CPI Data: Headline CPI data for August came in at 3.7%.

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Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. We believe financial advice should come from unbiased and certified professionals. Unemployment is still below 4%.

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Zoe Financial

DECEMBER 12, 2022

November retail sales came out on Thursday, which gives us a pulse on how the consumer’s doing. About Zoe Financial. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs. We get November CPI numbers on Tuesday. January 4, 2023.

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Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. Massachusetts previously had their own rules for qualified small business stock but after January 1, 2022, sales will conform to the federal guidelines. Darrow Wealth Management specializes in stock options and equity compensation.

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Indigo Marketing Agency

DECEMBER 19, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. He was named a Top 10 Advisor on Investopedia’s 100 list.

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Financial Advisor CFP Financial Services Education 116

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? Let’s talk about it.

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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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Financial Advisor Clients Ethics Numbers 69

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. Join the Transparency Advisor Movement. The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models.

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The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. So Jack hates ETFs, doesn’t like advisors, and he hates sales.

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Sara Grillo

SEPTEMBER 26, 2022

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Salaske: What is an investment advisor? Now, granted, I don’t think that that’s true.

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CFP Financial Advisor Financial Planner Ethics 59