2018 Asset Allocation Financial Market Planning 
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.
Investing Caffeine
APRIL 1, 2022
On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? Despite the Fed raising interest rates from 0% to 2.5%, the stock market increased dramatically over that timeframe. www.Sidoxia.com. Slome, CFA, CFP®.
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Investing Caffeine
FEBRUARY 1, 2022
Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. In the face of this scary period, the stock market (S&P 500) still managed to approximately climb a respectable +22% (albeit with some volatility). www.Sidoxia.com. Slome, CFA, CFP®.
Brown Advisory
NOVEMBER 12, 2019
THE “JAPANIFICATION” QUESTION Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. Census Bureau estimates that population growth in 2018 (0.6%) was the lowest since the 1930s.
Brown Advisory
NOVEMBER 12, 2019
Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. Census Bureau estimates that population growth in 2018 (0.6%) was the lowest since the 1930s. CRUMBLING FOUNDATION.
The Big Picture
JUNE 13, 2023
Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? Just background, Barry, when I moved here five years ago this year in 2018, we had barely no relationships in North America. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there.
Brown Advisory
MARCH 30, 2020
Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Both forms of liquidity are important to keep in mind when building a long-term investment plan. Reference Market/Index % Change No.
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