Your 2025 Summer Financial Check-In
Summer isn’t just for vacations — it’s also the perfect time to reset, assess, and optimize your financial life. Whether you're a seasoned executive, a high-earning professional, or preparing for a liquidity event, here’s how to use the momentum of summer to take control of your finances.
Equity Compensation: Valuable & Often Overlooked
By Keith Corbett, CFP®,(Member of the Zoe Advisor Network).
What Do Financial Advisors Do?
Managing wealth involves more than just investing—it requires careful planning, strategic decision-making, and a long-term vision. A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies.
The 5 Components of Financial Literacy
If you’re a high earner looking to grow your wealth, having a solid understanding of financial concepts can help you manage and protect your money effectively. Financial literacy isn’t just about knowing technical jargon—it’s about applying principles that support informed financial decision-making.
The role of a financial advisor extends beyond managing investments or aiming to maximize returns. It centers on understanding your unique circumstances and supporting your financial goals in a comprehensive, personalized way.
What is Wealth Advisory?
Wealth advisory is often misunderstood. Many assume it is solely about investment management—managing your money in a portfolio to generate returns. This should not be the case: wealth advisory should take a much more holistic approach.
As the New Year approaches, many of us set personal goals to make the coming year better than the last. Whether it’s getting in shape, traveling to a dream destination, or learning a new skill, resolutions are a time-honored tradition. But have you ever considered that your financial health deserves the same attention? After all, financial freedom can help enable other resolutions on your list.
Why Diversification Matters
As an investor, you want to be able to minimize volatility and protect yourself against rare but damaging events from harming your overall portfolio. Diversification is often considered an integral part of any financial advisor’s investment portfolio strategy.
How To: Save For Retirement
You likely know the importance of saving for retirement, but the process itself can feel overwhelming. Knowing how to save for retirement is an essential aspect of your long-term financial plan. While there are plenty of strategies and rules of thumb for smart saving, more often than not it’s about developing a saving habit that works for you—and taking advantage of compound interest. The earlier you start, the more your nest egg can grow over time.
Maximizing Charitable Giving & Tax Benefits
A charitable giving strategy can help give to the organizations you care about and get the tax deductions for which you are entitled.
Most investors consider “active” investing to be stock picking with the goal to outperform the broader market. However, an active investing framework can actually provide a rigorous, objective, and holistic approach to investing.
Exploring Investment Types
Investing can feel daunting, but this article breaks down the various investment types—stocks, bonds, mutual funds, ETFs, cryptocurrencies, and CDs—helping you understand how each can fit into your financial plan and support your long-term goals.mes, those questions remain unanswered. This article will be a starting point to navigate the uncertainty of taxes!
Risk Capacity vs. Risk Tolerance
Whether you’re a long-time investor or just starting to dabble in the markets, evaluating your risk capacity and tolerance is critical for the health of your investments. These concepts influence how you invest and the financial products you choose, and they help you evaluate the timeframes and expectations for achieving your investment goals.
3 Steps For Finding Your Financial Planner
Finding the right financial planner for you often ends up feeling like searching for a needle in a haystack. Follow these 3 simple steps to help you find the best financial planner for your needs.
Building Your Dream Retirement
Your retirement years should be full of pure enjoyment, creating happy memories, and making the most of your hard work. The last thing you should do is worry about your finances. To turn these dreams into realities, you should anticipate your needs and think about where the money you need will come from.
What Is a Wealth Management Advisor?
Some questions we answer in this article are: What does a wealth advisor do? The difference between a wealth advisor and a financial advisor? How to find a wealth advisor?
Financial Habits to Teach Your Children
While you can’t teach your 5-year-old the value of a 401(k) or what a diversified portfolio means, it doesn’t mean you should disregard teaching them about money. Here are seven financial habits to teach your children.
The Story of Zoe Financial
How a simple bedtime question turned into a company.
How Much Does a Financial Advisor Cost?
The cost of hiring and working with a financial advisor depends on their fee structure. Financial advisor costs are determined by a management fee, often referred to as an Assets Under Management (AUM) relationship or a flat fee relationship.
How to Interview a Financial Advisor
Discover the breakdown between the first and second advisor interviews and common red flags to look out for.
If you’re in the process of finding your ideal advisor, make sure you’re on the lookout for the most important advisor red flags to spot before you make any decisions.
Why Hire a Financial Advisor
Hiring an advisor is a big decision you should only make if it’s 100% right for you. The first step is understanding if YOU fit the description of someone who needs a financial advisor. Some scenarios include starting a business, planning for retirement, or family planning.
Market Timing vs. Time in the Market
Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy?
