Nationwide Financial

DECEMBER 1, 2022

But not staying invested in the stock market during periods of high inflation could end up adversely impacting their financial plans. Institutional investors and hedge funds have moved to the sidelines, with cash levels at the highest since 9/11 and equity allocations at the lowest level since the financial crisis.

Management 97

Management Clients Retirement Financial Planning 97

Random Roger's Retirement Planning

MARCH 15, 2025

The example assumes no sort of serious medical or family calamity that altered your financial plan, life happens that way sometimes. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 59

Portfolio Medical Marketing Marketing 59

eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Unlocking the Big Picture It’s no secret that at the foundation of an engaging wealth planning experience is a financial planning platform. Retail Banking 2025 and Beyond,” August 2022.

Banking 74

Banking Clients Planning Financial Planning 74

Discipline Funds

AUGUST 4, 2023

Retail sales have slowed to 0.5%. Sometimes it works, but in most cases we’re all just churning up taxes and fees along the way. And having a good time based financial plan can help you compartmentalize your assets in a manner that helps you avoid the sort of binary thinking that often leads to catastrophic investing mistakes.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Gen Y Planning

NOVEMBER 5, 2021

Knowing the answers to these questions can help you create a healthy cash flow plan. like spontaneous purchases, retail therapy, keeping up with the Joneses, etc., By weaving in extra savings into your spending plan, you can have enough money to cover gifts, cook your fancy holiday dinner, and keep the lights on (literally). .

Taxes 75

Taxes Estate Planning Planning Budgeting 75

Random Roger's Retirement Planning

APRIL 17, 2024

The Permanent Portfolio Mutual Fund (PRPFX) was an early, retail accessible fund in the All-Weather space going back to the early 90's. The decision to go full All-Weather needs to be a financial planning decision not a reactionary decision to a bear market.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

Your Richest Life

AUGUST 10, 2024

The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. That will likely be the case this year, too, so if you’re planning on shopping any holiday sales, start looking earlier in November. Check these tasks off your list by Dec. Check these tasks off your list by Dec.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Discipline Funds

SEPTEMBER 19, 2023

This is especially helpful for financial planning because it allows us to quantify someone’s liabilities and then match the right assets to those liabilities. 1 But the Defined Duration approach brings this to retail investors in a low cost and accessible manner.

Investments 63

Investments Investing Financial Planning Assets 63

eMoney Advisor

MARCH 7, 2023

Many financial planners make a check of beneficiary designations and titling a regular part of their service calendar for this very reason. A financial planning platform with a secure document vault can encourage clients to share the big picture of their estate planning with you. Cerulli Associates. “The

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Zoe Financial

MAY 20, 2024

Retail sales data: a good indication of how the consumer is faring. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MAY 12, 2024

Retail sales data: a good indication of how the consumer is faring. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Economics Taxes 52

Gen Y Planning

DECEMBER 5, 2022

Knowing the answers to these questions can help you create a healthy cash flow plan. like spontaneous purchases, retail therapy, keeping up with the Joneses, etc., By weaving in extra savings into your spending plan, you can have enough money to cover gifts, cook your fancy holiday dinner, and keep the lights on (literally). .

Taxes 59

Taxes Estate Planning Planning Budgeting 59

Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. 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. centrally flat. Below the 0.5%

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. 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. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1%

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

SEPTEMBER 11, 2023

August retail sales. 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. We might be on our way to a positive yield curve. August PPI.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 16, 2022

Retail sales declined 0.6% The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. .

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% 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. What was driving both the stock and bond market action?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 24, 2024

Economic Updates: Retails Sales increased 0.1% 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. Find An Advisor The post Market Drama appeared first on Zoe Financial.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% FOMC meeting on Wednesday. – 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. month-over-month. Core CPI went down from 4.7%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. – 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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

DECEMBER 12, 2022

Because the national average retail price for gas has come down to $3.33 November retail sales came out on Thursday, which gives us a pulse on how the consumer’s doing. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. .

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Good Financial Cents

FEBRUARY 22, 2023

In this article, I’ll let you know how much money you can expect to take home (after taxes) if you earn $50,000 annually, depending on where you live in the US. The Impact of Vacation Time on Your Annual Salary How to Make More While Working Less $50,000 a Year is How Much After Taxes? 50,000 a Year is How Much After Taxes?

Budgeting 75

Budgeting Taxes Insurance Accounting 75

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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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. 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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Random Roger's Retirement Planning

MARCH 26, 2024

Either the Cockroach can't be easily recreated with retail accessible funds (seems more likely) or it is too conservative to grow (seems less likely). A percent or two into something that goes to zero is not going to blow up a financial plan even if it would be very disappointing.

Portfolio 93

Portfolio Management Banking Financial Planning 93

Zoe Financial

FEBRUARY 26, 2024

Separate from technology, retailers were also up this past week. S&P retail sector gained 1.8% 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.

Marketing 40

Marketing Marketing Retail Taxes 40

Ballast Advisors

OCTOBER 10, 2023

At Ballast Advisors, we’re all about creating a comprehensive financial planning strategy that considers every season of the year, especially the high-spending final months. Many major retailers rolled out Black Friday and Cyber Monday promotions as early as October. While research says U.S. Talk about a win-win situation!

Planning 52

Planning Budgeting Taxes Financial Planner 52

Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. 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. It’s expected to decline 0.5% month-over-month. Find My Advisor.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 17, 2024

Coming Up Next Week: Retail Sales data Housing Starts Stay tuned for next week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

APRIL 15, 2024

Coming up next week: Retail Sales data Stay tuned for next week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 40

Marketing Marketing Economy Economics 40

Zoe Financial

MARCH 11, 2024

Retail sales. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. 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.

Marketing 40

Marketing Marketing Taxes Numbers 40

Zoe Financial

JANUARY 16, 2024

Retail Sales on Wednesday. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. 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.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Zoe Financial

FEBRUARY 12, 2024

Retail sales. Stay tuned for next week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

The Irrelevant Investor

OCTOBER 2, 2021

Institutional money has been building custom indexes for a long time, but retail investors are just starting to gain access to it. Tax-loss harvesting. It's difficult for advisors to do tax-loss harvesting at scale when markets are moving so quickly. Along the way, we can tell the software how much taxes we want to pay.

Risk Tolerance 52

Risk Tolerance Taxes Portfolio Clients 52