Investing Caffeine

MAY 3, 2023

Is Silicon Valley Bank and First Republic Bank the beginning or the end of bank failures? Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

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. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024).

Economy 98

Economy CFP Economics Accounting 98

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. The bull market took a pause for the month, but consumer wallets remain fat, the economy keeps chugging, the employment picture remains strong, and stock prices remain up +12% for the year (S&P 500). Slome, CFA, CFP® Plan.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

JULY 5, 2023

Slome, CFA, CFP® Plan. The best recommendation I can provide when it comes to investing advice squawked by the media masses is that the true path to wealth creation often comes from ignoring or disobeying these unreliable and inconsistent rules of thumb. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Accounting 52

Accounting CFP Investing Investments 52

Investing Caffeine

APRIL 1, 2022

The strong economy, impressive profit growth, historically low interest rates (even though slowly rising), cash-rich corporations, and attractive valuations mean there is still ample room for future market gains. Slome, CFA, CFP®. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

FEBRUARY 1, 2022

Slome, CFA, CFP®. The ups-and-downs can be frustrating at times, but if you stay on for the full ride, you will almost always end with a smile on your face when it’s over. www.Sidoxia.com. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022).

Math 52

Math Assets Investing Investments 52

The Big Picture

MAY 21, 2024

The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below. They got bought by Bank America. And I think you will also, with no further ado, my discussion with Bank of America’s Savita. They eventually get a CFP and they go to the advisory side.

Numbers 143

Numbers Management Banking Marketing 143