Investing Caffeine

MAY 2, 2022

Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Government 59

Darrow Wealth Management

AUGUST 29, 2022

While the same set of circumstances that may be the hallmark of one crisis or market downturn won’t exactly mirror the next, the headlines probably have a lot more in common than you’d think. In the financial markets, the most extreme volatility is typically driven by bouts of uncertainty. per year on average.¹.

Investing 91

Investing Investments Wealth Management CFP 91

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

MARCH 28, 2023

Beginning his career as an intern with PPFAS Mutual Fund in 2012, he swiftly moved up the ranks and is currently part of the Fund Management team. Mr. Rajeev Thakkar is a CA, Cost Accountant, CFA, and CFP and has been associated with PPFAS AMC since 2013. He specializes in identifying crucial inflection points in securities.

Banking 52

Banking Investing Investments Management 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?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Better Letter

JANUARY 12, 2023

The CXO advisory group analyzed 6582 market forecasts by 68 experts from 2005 through 2012. As of 2020 , the median Wall Street market forecast since 2000 missed its target by an average of 12.9 The rate increases, he forecast, would come in increments so small that financial markets would barely feel them.

Economy 116

Economy Economics CFP Management 116