Couverture de Zhang Financial Podcast

Zhang Financial Podcast

De : Charles and Lynn Zhang
  • Résumé

  • Every week, Charles Zhang (the #1 ranked independent advisor in the nation*), Lynn Chen-Zhang (CEO of Zhang Financial, one of nation’s Top Ranked Registered Investment Advisors**), and members of the Zhang Financial team will guide you through the weekly market outlook, interview the brightest minds in finance and wealth management, and provide insights into all aspects of financial success. Tune into each episode to unpack valuable insight into the financial planning world from the perspective of the finance industry’s leading figures. For more information, please visit ZhangFinancial.com*As reported in Barron’s March 12, 2021. Based on assets under management, revenue generated for advisors' firms and other factors.**FA's RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2021.
    © 2024 Zhang Financial Podcast
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    Épisodes
    • Updated to FFR Expectations + Next Week's Inflation Data | Market Outlook: Week of 4/22
      Apr 23 2024

      This week, Rob walks us through important data that speaks to updated Fed Funds Rate expectations and the market's performance. As well, we preview earnings season and notable economic data releases such as PCE / PCE Core.

      Tune into the Zhang Financial Podcast on all your favorite podcast platforms: https://zhangfinancialpodcast.buzzsprout.com

      For more information about Zhang Financial, please visit zhangfinancial.com .

      Disclosures:
      These materials have been designed for general informational and educational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made where lawful under applicable law. These materials have been prepared and derived on the basis of publicly available information, internally developed data and other third party sources believed to be reliable. Zhang Financial LLC has not sought to independently verify information obtained from public and third party sources. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information contained herein. Zhang Financial LLC expressly disclaims any liability for the accuracy and completeness of this information. All opinions and views constitute judgments as of the date of writing without regard to the date on which the reader may receive or access the information, and are subject to change at any time without notice and with no obligation to update. To the extent that these materials contain statements about the future, such statements are forward looking and subject to a number of risks and uncertainties. This information is intended solely for the information of those to whom it is distributed by Zhang Financial LLC. No part of these materials may be reproduced or retransmitted in any manner without the prior written permission of Zhang Financial LLC. Zhang Financial LLC does not intend to provide investment advice through these materials and does not represent that any market position, economic forecast, securities or services are suitable for any investor. Investors are advised not to rely on these materials in the process of making a fully informed investment decision and they do not render business, tax or legal advice. Each client or prospective client should consult his/her own attorney, business advisor and tax advisor as to legal, business, tax and related matters concerning the information contained herein. The information, opinions and views contained herein have not been tailored to the investment objectives of any one individual, are current only as of the date noted and may be subject to change at any time without prior notice. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal.

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      11 min
    • Last Week's CPI, Core CPI, PPI , and Core PPI + Housing Next week | Market Outlook: Week of 4/15
      Apr 16 2024

      In this week's Market Outlook, Rob walks us through last week's economic data, which consisted of disappointing CPI but expected PPI outcomes. We also dive deeper into the driving factors behind this economic data. As well, we review the market's reaction and preview next weeks economic data, including Housing Starts and New Home Sales.

      Tune into the Zhang Financial Podcast on all your favorite podcast platforms: https://zhangfinancialpodcast.buzzsprout.com

      For more information about Zhang Financial, please visit zhangfinancial.com .

      Disclosures:
      These materials have been designed for general informational and educational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made where lawful under applicable law. These materials have been prepared and derived on the basis of publicly available information, internally developed data and other third party sources believed to be reliable. Zhang Financial LLC has not sought to independently verify information obtained from public and third party sources. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information contained herein. Zhang Financial LLC expressly disclaims any liability for the accuracy and completeness of this information. All opinions and views constitute judgments as of the date of writing without regard to the date on which the reader may receive or access the information, and are subject to change at any time without notice and with no obligation to update. To the extent that these materials contain statements about the future, such statements are forward looking and subject to a number of risks and uncertainties. This information is intended solely for the information of those to whom it is distributed by Zhang Financial LLC. No part of these materials may be reproduced or retransmitted in any manner without the prior written permission of Zhang Financial LLC. Zhang Financial LLC does not intend to provide investment advice through these materials and does not represent that any market position, economic forecast, securities or services are suitable for any investor. Investors are advised not to rely on these materials in the process of making a fully informed investment decision and they do not render business, tax or legal advice. Each client or prospective client should consult his/her own attorney, business advisor and tax advisor as to legal, business, tax and related matters concerning the information contained herein. The information, opinions and views contained herein have not been tailored to the investment objectives of any one individual, are current only as of the date noted and may be subject to change at any time without prior notice. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal.

      Afficher plus Afficher moins
      8 min
    • PCE, PCE Core, and Important Upcoming Labor Data | Market Outlook: Week of 4/2
      Apr 2 2024

      In this episode of the Market Outlook, Rob reviews last week's important economic releases, notably ones from last Friday regarding PCE and PCE Core. We also take a closer look at this metric's revisions and how the market reacted to the news. Finally we preview this upcoming week's data that includes ISM Manufacturing and Service indexes and labor data.

      Tune into the Zhang Financial Podcast on all your favorite podcast platforms: https://zhangfinancialpodcast.buzzsprout.com

      For more information about Zhang Financial, please visit zhangfinancial.com .

      Disclosures:
      These materials have been designed for general informational and educational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made where lawful under applicable law. These materials have been prepared and derived on the basis of publicly available information, internally developed data and other third party sources believed to be reliable. Zhang Financial LLC has not sought to independently verify information obtained from public and third party sources. No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information contained herein. Zhang Financial LLC expressly disclaims any liability for the accuracy and completeness of this information. All opinions and views constitute judgments as of the date of writing without regard to the date on which the reader may receive or access the information, and are subject to change at any time without notice and with no obligation to update. To the extent that these materials contain statements about the future, such statements are forward looking and subject to a number of risks and uncertainties. This information is intended solely for the information of those to whom it is distributed by Zhang Financial LLC. No part of these materials may be reproduced or retransmitted in any manner without the prior written permission of Zhang Financial LLC. Zhang Financial LLC does not intend to provide investment advice through these materials and does not represent that any market position, economic forecast, securities or services are suitable for any investor. Investors are advised not to rely on these materials in the process of making a fully informed investment decision and they do not render business, tax or legal advice. Each client or prospective client should consult his/her own attorney, business advisor and tax advisor as to legal, business, tax and related matters concerning the information contained herein. The information, opinions and views contained herein have not been tailored to the investment objectives of any one individual, are current only as of the date noted and may be subject to change at any time without prior notice. Past performance does not guarantee future results. All investing involves risk of loss including the possible loss of principal.

      Afficher plus Afficher moins
      11 min

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