Investing Caffeine

FEBRUARY 1, 2024

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? Source: Calafia Beach Pundit Global investors are discerning in which countries they invest their hard-earned money. Subscribe Here to view all monthly articles.

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Government CFP Investing Investments 52

Trade Brains

SEPTEMBER 7, 2023

Unlike the passenger EV market, which is dominated by the likes of Tata Motors and Ola Electric, the electric buses segment is granular. In this article, we’ll conduct a comparative analysis of Olectra Greentech vs JBM Auto , two leading e-buses manufacturers. Lastly, a summary concludes the article.

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Manufacturing Investing Investments Transportation 116

Discipline Funds

JULY 25, 2023

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. 1 The financial markets are where we allocate our savings. Our real investments are the skills we build over time to earn an income.

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Asset Allocation Marketing Marketing Financial Market 52

Investing Caffeine

APRIL 1, 2024

At Sidoxia Capital Management , we view investing as a marathon, not a sprint. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (April 1, 2024). Subscribe Here to view all monthly articles. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

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Investing Caffeine

JANUARY 3, 2022

But with that said, despite lacking the skill of 100% clairvoyance, my investment firm Sidoxia Capital Management and our strategies have performed quite well over the long-run for numerous reasons. As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Darrow Wealth Management

NOVEMBER 20, 2023

Considering Roth conversions in retirement When you convert pre-tax money from an IRA to an after-tax Roth IRA, the amount converted is included in your taxable income. But in retirement, without a paycheck, it can be a great opportunity to control your tax situation for the year and fill up the lower tax brackets.

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Retirement Distribution Taxes Accounting 81

James Hendries

JULY 13, 2023

But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] i] Private Foundation – A private foundation is created when someone sets up a tax-exempt organization but does not file to be recognized as a public charity.

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WiserAdvisor

MARCH 2, 2023

Investing an amount as big as a million dollars can be a big decision. As the world continues to recover from the pandemic and economies stabilize, the investment landscape is evolving rapidly. It is important to consider your personal financial goals and needs before making any financial decision about such a large sum of money.

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Investing Investments Risk Tolerance Financial Advisor 52

Investing Caffeine

JANUARY 2, 2024

Time will tell if 2024 will make this baby cry, but whatever the market faces, declining inflation and interest rates should act as a pacifier. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024). Subscribe Here to view all monthly articles.

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Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. SVB executives added gasoline to the fire by making risky investments long-term dated government bonds. billion loss on their risky investment portfolio and the subsequent necessity to raise $2.3

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Banking Economy Economics Government 105

Good Financial Cents

DECEMBER 26, 2022

I’m a big fan of the Roth IRA and investors that understand it’s massive tax-free benefits are also. Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog! The main difference between a Roth IRA and a traditional IRA is the way they are taxed.

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Retirement Taxes Risk Tolerance Accounting 85

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

Marketing 52

Marketing Marketing Economics Accounting 52

WiserAdvisor

DECEMBER 15, 2023

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

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Financial Advisor Retirement Risk Tolerance Retirement Planning 59

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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Mar. Subscribe Here to view all monthly articles.

Economy 59

Economy Economics License 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?

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Retirement Retirement Planning Financial Advisor Planning 59

Trade Brains

JANUARY 26, 2024

A high NPM could be a starting point for further analysis to determine whether a company is a good investment option. In this article, we shall learn about the best midcap stocks with high net profit margins, their financials, and the company overview. The profit after tax (PAT) increased by ₹369.5 crores (37%) to ₹1359.30

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Retail Assets Accounting Management 104

Investing Caffeine

JUNE 1, 2023

Already, application of generative AI systems is disrupting e-commerce, marketing, customer service, healthcare, robotics, computer vision, autonomous vehicles, and yes, even accounting. Maybe ChatGPT will do my taxes next year? Subscribe Here to view all monthly articles. Other industries are quickly being disrupted too.

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Engineering Accounting Healthcare CFP 105

Darrow Wealth Management

NOVEMBER 14, 2022

Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you do during a selloff is also crucial. But individuals sometimes make decisions that cause preventable financial losses. Markets are cyclical. Almost a coin toss.

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Marketing Marketing Accounting Portfolio 87

Investing Caffeine

AUGUST 2, 2023

The pace of gains is not sustainable forever, so it’s important to have a disciplined process in place to manage the risk of over-extended, over-valued investments, which is exactly what we do at Sidoxia Capital Management. Subscribe Here to view all monthly articles. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

Marketing 52

Marketing Marketing Economy Sales 52

Trade Brains

JANUARY 19, 2024

In this article, we will analyze a few big players in this industry and look into their performance. Revenue Breakup Data Source: Annual Report The company’s financial report reported a 19% increase in revenue from operations from Rs.9920Cr The net profit after tax increased by 7% from Rs.1207 9920Cr in FY22 to Rs.11799

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Manufacturing Taxes B2B Portfolio 109

BlueMind

NOVEMBER 24, 2022

It takes an individualistic appro ach and distinctive skills to interact well with the elite, especially in the financial industry. They will expect personalized services in investment management as well as from you and justifiably so. Related: Effective Strategies To Deal With Difficult Clients.

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Clients Insurance Financial Advisor Assets 98

Investing Caffeine

OCTOBER 2, 2023

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). Subscribe Here to view all monthly articles. 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

Investing Caffeine

JULY 5, 2023

Source: The Financial Times (FT) Dumb Rules of Thumb Wall Street is notorious for providing rules of thumb and shortcuts for the masses, but if investing was that easy, I’d be retired on my private island consuming copious amounts of coconut drinks with tiny umbrellas. Subscribe Here to view all monthly articles.

Accounting 52

Accounting CFP Investing Investments 52

Trade Brains

FEBRUARY 21, 2024

This article takes a closer look at BEL’s journey, exploring the company’s business, the turnover breakup of the company, order book status, the recent big orders the company received, and future outlook. The Profit after Tax grew by 28% to Rs 3,007 Crore in FY 2022-23 as against Rs 2,349 Crore in FY 2021-22.

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Electronics Government Communication Budgeting 105

Trade Brains

AUGUST 13, 2023

In this article, we’ll read about the best debt free penny stocks in India which you can add to your watchlist. It is one of the investment picks of the late billionaire investor Rakesh Jhunjhunwala. Its profit after tax has consistently increased multifold from Rs 2 crore in FY17 to Rs 11 crore in FY23. 223 EPS ₹4.9

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Engineering Manufacturing Portfolio Sales 92

Investing Caffeine

MAY 1, 2024

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in individual stocks , certain exchange traded funds (ETFs), including NVDA, MSFT, META, and AMZN, but at the time of publishing had no direct position in any other security referenced in this article. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

Economy 52

Economy Economics Financial Planning Planning 52

Investing Caffeine

SEPTEMBER 1, 2023

Time will tell if the mission has already been accomplished, but so far, the Fed has been delicately balancing an economic soft landing and stock market investors like it. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (September 1, 2023). www.Sidoxia.com Wade W.

Economics 52

Economics Economy Government CFP 52

Trade Brains

OCTOBER 20, 2023

In this article, we will conduct a Fundamental Analysis Of Zydus Lifesciences and try to identify what the company has on hold for the future. Following that, we’ll go into the stock’s financials. The article concludes with a highlight of future plans and a summary. Please share in the comments section.

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Pharmaceutical Healthcare Medicine Manufacturing 104

Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! The one thing that these people are sure to talk about is the stock market. Investing in the stock market requires basic knowledge, to start with. But some of us work for long hours.

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Healthcare Retirement Investing Investments 59

Investing Caffeine

JUNE 1, 2022

The good news is the deficit is plummeting ( see chart below ) due to a reduction in spending (due in part to no Build Back Better infrastructure spending legislation) and soaring income tax receipts from a strengthening economy and capital gains in the stock market. A or any other security referenced in this article.

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Economy Government Economics CFP 59

Trade Brains

APRIL 12, 2023

Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. Best Small Cap Stocks Under Rs 100 In our article on the best small cap stocks under Rs 100, we’ll learn about the history, business, and any recent development of the companies. and a price-to-earnings ratio of 8.

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Banking Retail Communication Manufacturing 91

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

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Financial Planner Certification Education Certified Financial Planner 52

Trade Brains

AUGUST 28, 2023

In this article, we’ll study some of the top high promoter holding stocks under Rs 50. High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. It reported a profit after tax of Rs 6,337.01

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Financial Services Banking Government Manufacturing 110

Trade Brains

JANUARY 15, 2024

High DII Holding Stocks Under Rs 500: When making investment selections, it is critical to consider a wide variety of elements that might impact a company’s performance and development prospects. Profit After Tax stood at Rs 19476.72 High DII holdings create a sense of confidence among the investors. crores, an increase of 17.4%

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Healthcare Manufacturing Pharmaceutical Marketing 109

Trade Brains

FEBRUARY 7, 2024

By investing financial resources into essential infrastructure, HUDCO actively contributes to building the foundation for thriving and well-connected urban spaces.Out of the total loan portfolio, this segment accounts for 45.80% or Rs 36,982 crores, with Rs 6,627.9 111 lakh Crore investment in the National Infrastructure Pipeline.

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Budgeting Planning Government Portfolio 64

Investing Caffeine

MAY 2, 2022

Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

Trade Brains

AUGUST 17, 2023

In this article, we’ll perform a fundamental analysis of Elecon Engineering Company and attempt to know if it can be a good investment pick. Later, we race through the financials of the stock. A highlight of the future plans and a summary conclude the article at the end. What is your investment horizon for such stocks?

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Engineering Manufacturing Sales Investing 97