Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. Superlatives like “best” and “worst” grab the most attention, so outlets have been abuzz with reports of how a 5% May consumer pricing surge was “the biggest 12-month inflation spike since 2008.” . The post Is Inflation Haunting Your Dreams? Is Inflation Haunting Your Dreams? What We Know.

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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. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics 52

Economics Economy CFP Government 52

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. Slome, CFA, CFP®. Source: Trading Economics. Many traders have short-term memories. As the saying goes, “price cures price.”

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Economy Economics Valuation Investing 59

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 Slome, CFA, CFP® Plan. This is why Albert Einstein called compounding the “8th Wonder of the World.”

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Taxes Risk Tolerance Retirement Investing 52

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Investing Caffeine

DECEMBER 2, 2024

As you can see from the chart below , the stock market is priced at levels not seen since 2001 and valuations are roughly double what they were at the lows of the 2008 Financial Crisis. stock market. Slome, CFA, CFP® Plan. Source: Yardeni.com As always, the future is uncertain, and risks abound for next year.

Marketing 52

Marketing Marketing Valuation Economics 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Investing Caffeine

OCTOBER 1, 2024

Thanks to declining inflation and a robust but weakening job market, the Fed has been equipped to provide investors with a healthy injection of adrenaline through an early round of interest rate cuts, which has contributed to the powerful stock market gains. Slome, CFA, CFP® Plan. So far, the adrenaline is doing its job.

Economy 52

Economy Economics Government CFP 52

The Better Letter

JANUARY 12, 2023

Instead, after the Great Financial Crisis of 2008, we entered a period of ultra-low interest rates from which we are only now emerging. The rate increases, he forecast, would come in increments so small that financial markets would barely feel them. ” The size of the digital economy has now reached $2.4

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Investing Caffeine

JANUARY 3, 2022

880%, among many other fruitful investments since Sidoxia’s inception in 2008. Understand Stock Prices Do Go Down: We have been spoiled in recent years with above-average returns, but that does not mean you need to panic when prices do decline or that you need to try to time the market. Slome, CFA, CFP®. 5,544%, Apple Inc.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Investing Caffeine

JULY 1, 2025

would bomb key nuclear sites in Iran, would you have guessed that Middle East stability would follow—and that global financial markets would soar to record highs? While geopolitical dynamics remain fluid, markets shrugged off the chaos. Slome, CFA, CFP® Plan. If I told you at the beginning of the year that the U.S.

Marketing 52

Marketing Marketing Economy Insurance 52

Investing Caffeine

NOVEMBER 3, 2024

Source : Yardeni Research (Yardeni.com) More recently, over the last 26 years, the stock market has been up significantly under each president, regardless of political party. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economy 52

Economy Economics CFP Government 52

Investing Caffeine

MARCH 3, 2025

In my more than three decades of investing, I have repeatedly encountered extensive segments of the financial markets that would qualify as speculative bubbles, whether it was subprime mortgages and credit default swaps (CDS) in the 2008 Financial Crisis, or dot-com companies in the 2000 bursting of the technology bubble.

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Assets Investing Investments CFP 59

Investing Caffeine

MAY 1, 2025

Source: NewsWeek Financial Crisis Depression 2.0 2008) In October 2008, the Time magazine cover encapsulated the zeitgeist of the period with a 1929 photo that included a line of desperate people waiting for food donations at a soup kitchen. Slome, CFA, CFP Plan. www.Sidoxia.com Wade W.

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