Investing Caffeine

AUGUST 2, 2023

The stock market continued its fiery, blistering pace with the S&P 500 boiling higher by +3.1%, making the seven-month total gain of 2023 a spicy +20% (see chart below). Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023?

Marketing 52

Marketing Marketing Economy Sales 52

Investing Caffeine

MARCH 1, 2023

We certainly could face the potential of turbulence and changing weather conditions, but that is always the case when you invest in the financial markets. Slome, CFA, CFP ® Plan. If, however, inflation continues to move in the same direction, and growth continues to surprise on the upside, there may be no landing at all.

Economy 59

Economy Economics License CFP 59

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors. Source: BlackRock 2.

Marketing 85

Marketing Marketing Wealth Management Portfolio 85

Investing Caffeine

JULY 5, 2023

Unfortunately for those following this overly simplistic guidance of not opposing the Fed, investor portfolio balances have been harmed dramatically during 2023 by missing a large bull market run. for 2023, thus far. Slome, CFA, CFP® Plan. last month and has soared +15.9% this year, thanks in part to Apple Inc. (SVV)

Accounting 52

Accounting CFP Investing Investments 52

Investing Caffeine

JANUARY 3, 2023

Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%). Typically, during weak stock markets (i.e., Room for Optimism in 2023. Slome, CFA, CFP ®.

Economy 59

Economy Transportation CFP Investing 59

Investing Caffeine

FEBRUARY 1, 2023

Source: Yardeni.com As you can see further from the 25-year earnings chart above, the drop in S&P 500 earnings in recent months has been fairly modest compared to previous downturns, and the forecast for 2023 earnings is currently estimating a modest gain on a year-over-year basis. Slome, CFA, CFP ® Plan. www.Sidoxia.com Wade W.

Economy 59

Economy Economics CFP Investing 59

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. by Investopedia for 2023. Michael has also been named the #1 Independent Advisor in the U.S. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 14, 2023

The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal. Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Investing Caffeine

SEPTEMBER 1, 2023

Bureau of Labor Statistics Hot Summer, Hot Stocks Economic activity clearly can and will change, but the stock market has been like the weather this summer…hot. However, after experiencing up-months in six out of the first seven months of 2023, the S&P 500 index decided to take a small breather this month. Slome, CFA, CFP® Plan.

Economics 52

Economics Economy Government CFP 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. You can check out his podcast and books for more info. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

OCTOBER 2, 2023

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). For the time being, betting on a soft economic landing over an imminent recession could be a winning use for that cash in your wallet. www.Sidoxia.com Wade W.

Economics 52

Economics Economy CFP Government 52

Darrow Wealth Management

NOVEMBER 20, 2023

Ignoring any other taxable income or deductions, this puts married taxpayers filing jointly in a 12% marginal tax bracket for 2023. Instead of selling your positions to cash and converting that, you can convert the market value of the funds. This way you won’t be out of the market or incur additional transaction costs.

Retirement 81

Retirement Distribution Taxes Accounting 81

Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. It is very possible the stock market has begun pricing in a recession prematurely. GDP is projected to grow in 2023 and U.S. The post A Winding Road appeared first on Bell Investment Advisors.

Economy 52

Economy CFP Investment Advisor Marketing 52

Investing Caffeine

JUNE 1, 2022

Apparently, the world’s greatest investor of all-time thinks that all this gloomy recession talk is creating lots of stock market bargains, which explains why Buffett has invested $51 billion of his cash at Berkshire Hathaway as the stock market has gotten a lot more inexpensive this year. Slome, CFA, CFP®.

Economy 59

Economy Government Economics CFP 59

Investing Caffeine

MAY 3, 2023

Rather than constantly scrolling through headlines on your mobile phone news app, here are some areas of focus and questions you should be asking yourself: · Investment Strategy: What type of investment strategy should you be utilizing to reach your retirement goals? Diversification: How diversified are your investments?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

AUGUST 4, 2022

S o far, 2022 has been a volatile year in the financial markets, and as a result, investors have been on an emotional rollercoaster, questioning whether we are going into a recession, or are already in one? Slome, CFA, CFP ®. “ Recession is when your neighbor loses his job. Depression is when you lose yours.” Ronald Reagan.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

APRIL 1, 2022

At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique objectives and constraints. Slome, CFA, CFP®. As the saying goes, “price cures price.” unemployment rate; record 11.3m

Economy 59

Economy Economics Valuation Investing 59

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. The retirement crisis in America is real.

Insurance 59

Insurance Financial Advisor Retirement License 59

Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Investing Caffeine

APRIL 1, 2024

At Sidoxia Capital Management , we view investing as a marathon, not a sprint. growth during the 4th quarter of 2023 (see chart below). Slome, CFA, CFP® Plan. To put his into context, when I was born more than 50 years ago, the Dow was valued at less than 1,000 – not a bad run. Trump (Ticker: DJT). www.Sidoxia.com Wade W.

Economics 105

Economics Media CFP Investing 105

Investing Caffeine

OCTOBER 4, 2022

last month (S&P 500), but it’s also housing -8.5% (XHB), real estate investment trusts -13.8% (VNQ), bonds -4.4% (BND), Bitcoin -3.1%, European stocks -10.1% (VGK), Chinese stocks -14.4% (FXI), and Agriculture -3.0% (DBA). Slome, CFA, CFP ®. It’s not just U.S. stocks, which declined -9.3% The +17% increase in the value of the U.S.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

NOVEMBER 1, 2023

and other Western allies may retaliate and escalate tensions in the region, which would unlikely be received well by the financial markets. More specifically, TINA referred to the lack of investment alternatives to equities (i.e., Slome, CFA, CFP® Plan. Not only is the economy strong (e.g., www.Sidoxia.com Wade W.

Marketing 52

Marketing Marketing Economics Accounting 52

Investing Caffeine

JUNE 1, 2023

2023 Stock Performance Explained – Index Up but Most Stocks Down Although 2022 was a rough year for the stock market (i.e., On the other hand, if we contrast the other 99% of the S&P 500 index (495 companies), these stocks are down -1% each on average for 2023 (vs +60% for the top 5 mega-stocks). Slome, CFA, CFP® Plan.

Engineering 105

Engineering Accounting Healthcare CFP 105

Investing Caffeine

FEBRUARY 1, 2024

The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack, the Magnificent 7 (see also Mission Accomplished ). When it comes to the financial markets, money continues to go where it is treated best. And why is the stock market at all-time record-highs?

Government 52

Government CFP Investing Investments 52

The Better Letter

JANUARY 12, 2023

Forecasting Follies 2023 In September of 2021, as President Joe Biden’s Build Back Better plan was being considered by Congress, many worried about the inflationary pressure of injecting an additional $2.4 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