Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. But the stock market is forward looking and thus far the economy and corporate profits are holding up better than expected.

Economy 92

Economy Asset Allocation Valuation Communication 92

Investing Caffeine

MARCH 1, 2024

At Sidoxia Capital Management , we have experienced this marvel on many of our investments, including our exponential gains in Amazon.com, which we first purchased in 2008 at s split-adjusted price of about $2.95 This is why Albert Einstein called compounding the “8th Wonder of the World.” The same concept holds true for investing.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Investing Caffeine

OCTOBER 2, 2023

As you can see, the inventory of homes has dramatically collapsed from a peak of about four million homes, circa the 2008 Financial Crisis, to around one million homes today.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

APRIL 1, 2022

People forget that commodity prices approximately doubled after the 2008 Financial Crisis, only to experience a subsequent slow bleed over the next decade until prices were essentially chopped in half. Source: Trading Economics. Many traders have short-term memories. As the saying goes, “price cures price.”

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. By Taylor Graff, CFA, Asset Allocation Analyst.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

DECEMBER 2, 2015

After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years. A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. .

Taxes 52

Taxes Clients Estate Planning Compliance 52