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Zoe (@ZoeFinancial) profile picture

Zoe

@ZoeFinancial

You deserve an advisor you can trust. Find, hire, and invest with vetted, fiduciary financial advisors.

 Available Nationwide
zoefin.com
Joined March 2017
  • Tweets2.2K
  • Following200
  • Followers1.2K
1.4KMedia
Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)Photo by Zoe (@ZoeFinancial)
Catch up on the latest #wealthtech news with this week's WealthStack Roundup from @robaburg: @ZoeFinancial selects @bridge_ft's WealthTech API, @nitrogenwealth released its inaugural growth survey and @DaffyGiving announces open API. wealthmanagement.com/technol…
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Thank you, @ZoeFinancial, for giving me the opportunity to spread awareness of key #wealthplanning areas for #businessowners and #entrepreneurs! Read the full blog here: hubs.li/Q01twFrp0
Zoe (@ZoeFinancial) profile pictureZoe@ZoeFinancial29 Nov 2022
Business owners must wear various hats as they take on essential tasks for the company to evolve and improve. Matt Faubion, CFP®’s blog, guides you through six essential wealth planning areas you should prioritize: zoefin.com/learn/business-ow…
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"Fin-Tech" was the future of Finance. But the Future is here..is just Finance now. Consumers know this..a fair amount of incumbents don't. That gap is what creates a once in a generation opportunity for builders
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SoftBank's Opportunity Fund is leading a $10 million Series A round of funding into @ZoeFinancial, a digital marketplace for people to find and hire vetted independent financial advisers. bit.ly/2QrzJ1Z
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Welcome @ZoeFinancial @andrgarc ! SB Opportunity Fund
Marcelo Claure (@marceloclaure) profile pictureMarcelo Claure
@marceloclaure18 May 2021
The SB Opportunity Fund is proud to invest in @ZoeFinancial, a financial advisory market disruptor providing a seamless digital marketplace. Welcome @andrgarc and team to the @SoftBank family. bit.ly/3whwols
Image from Marcelo Claure (@marceloclaure)
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The SB Opportunity Fund is proud to invest in @ZoeFinancial, a financial advisory market disruptor providing a seamless digital marketplace. Welcome @andrgarc and team to the @SoftBank family. bit.ly/3whwols
Image from Marcelo Claure (@marceloclaure)
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RIA referral startup @ZoeFinancial has added @mkbrinker to its advisory board: citywireusa.com/registered-i…
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ETF Trends CEO @TomLydon's @CNBC @PowerLunch segment is on-demand -- he joined @ZoeFinancial founder Andres Garcia-Amaya (@andrgarc) to discuss how they're seeing the U.S. economy unfolding, how it impacts the equity market and #ETF investing plays: youtu.be/36aPqaA2hjQ
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Replying to @JuddLegum @WovenTrends @ZoeFinancial
Appreciate the @ZoeFinancial shout out @JuddLegum! It was a no brainer. And it is great to see large brands like @CocaCola in the list.
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8. Companies that will not advertise on Facebook in July: @WovenTrends @ZoeFinancial On Tuesday, there were five names on this list. Today, there are 125. Things are happening.
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Three Simple Steps For Finding Your Financial Planner bit.ly/2B2mQUj via @andrgarc
Image from Forbes Finance Council (@ForbesFinanceCl)
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A new #BAML survey found a record 78% of investors think the market is overvalued. Alli McCartney of @UBS says the market is overheated, but there are some spaces lagging behind...she joins @andrgarc of @ZoeFinancial to talk #volatility, valuations and more on @PowerLunch
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Good @TheEconomist piece on concerns about the impact of ballooning government debt on future growth. hubs.ly/H0qbqLT0 #innovation #economy #growth #technology #debt
Image from Andres Garcia-Amaya, CFA (@andrgarc)
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In this Friday’s U.S. April jobs report, pay attention to the share of unemployed that are temporary. The more % of unemployed that are temporary, the more likely we are to have a speedier job recovery. Full piece here. hubs.ly/H0q6XCS0 #employment #economy #markets #jobs
Image from Andres Garcia-Amaya, CFA (@andrgarc)
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Cool The Economist chart showing how the travel industry is going local as a result of the #coronavirus. hubs.ly/H0p_LT20 #economy #markets #travel #local
Image from Andres Garcia-Amaya, CFA (@andrgarc)
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U.S 1st quarter GDP fell a greater than expected annualized -4.8% (Consensus was expecting -4%). A surprise -5% plunge in consumer services spending was the main driver. Consumer expenditures make up 67% of GDP. hubs.ly/H0p-Tqp0
Image from Andres Garcia-Amaya, CFA (@andrgarc)
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#UnitedWeTech See how @ZoeFinancial and other innovative #NYC tech companies have adapted their business models in recent months.
Zoe (@ZoeFinancial) profile pictureZoe@ZoeFinancial28 Apr 2020
Replying to @BuiltInNewYork
@BuiltInNewYork featured Zoe's response to #COVID19. "As we emerge from the #pandemic as a society, the main shift will continue being that of consumers seeking to ensure more of their relationships are #virtual." -@andrgarc hubs.ly/H0pYryk0 #fintech #nyc #finance
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Treasuries #bonds are the anchor to global #markets so below chart is an important one. It shows how the Treasury market daily volatility is back to pre-crisis levels. #liquidity #economy #volatilty
Image from Andres Garcia-Amaya, CFA (@andrgarc)
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Great piece by @WSJon the unchartered territory the Fed is currently embarked through its bond-buying program. As chart shows, The Fed's balance sheet is the largest it has ever been in relation to GDP Including during World War II. Piece here hubs.ly/H0pWR4y0
Image from Andres Garcia-Amaya, CFA (@andrgarc)
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Mortgage Loan apps remain 4 times the volume from last year as 30-year mortgage rates near the all time lows. Charts via @ftfinancenews
Image from Andres Garcia-Amaya, CFA (@andrgarc)
Image from Andres Garcia-Amaya, CFA (@andrgarc)
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