Walkner Condon Financial Advisors

AUGUST 5, 2022

With all of the issues that our economy faced as we clawed back from the COVID-induced market downturn, the Fed was hesitant to raise rates too quickly, as it tried to navigate more pressing economic matters. . The Fed continued to keep interest rates low as they injected the economy with new money in the early stages of COVID-19.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Investing Caffeine

APRIL 3, 2023

In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. economy to crash into a recession as a result of the aggressive, interest rate tightening policy of the Federal Reserve. economy has been greatly exaggerated. Slome, CFA, CFP ® Plan.

Banking 105

Banking Economy Economics Government 105

Investing Caffeine

DECEMBER 1, 2022

The buffet of issues includes the Federal Reserve’s fastest rate hike cycle in decades ( see chart below ), spiking inflation, a slowing economy, an unresolved war between Russia and Ukraine, declining home prices, and a volatile stock market to boot. Slome, CFA, CFP®. www.Sidoxia.com. www.Sidoxia.com.

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Economy Economics Government CFP 111

Investing Caffeine

MARCH 1, 2023

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

Economy 59

Economy Economics License CFP 59

International College of Financial Planning

AUGUST 2, 2021

Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. It is slated to become the third-largest economy in the world by the end of the decade and would lift millions of people out of poverty and create one of the largest middle classes in the world.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Investing Caffeine

SEPTEMBER 1, 2023

Meanwhile, the economy continues to grow (+2.0% For starters, in addition to the Fed’s restrictive policy of reducing the balance sheet, since the beginning of last year, the Fed has also effectively slammed the brakes on the economy by taking their target interest rate from 0% to 5.5%. Slome, CFA, CFP® Plan.

Economics 52

Economics Economy Government CFP 52

Investing Caffeine

FEBRUARY 1, 2023

in Q4 ), generationally low unemployment (3.5%), and relatively stable earnings (see chart below) all point to a stable economy with the ability to navigate a soft landing. China’s new reopening of the economy and Europe’s seeming ability of dodging a recession provide additional evidence for a soft landing scenario.

Economy 59

Economy Economics CFP Investing 59

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

JUNE 1, 2022

Although the economy is currently very strong (i.e., raise interest rates and reduce balance sheet debt without crippling the economy), then substantial rewards could accrue to stock market investors. Slome, CFA, CFP®. But there are clouds on the horizon. MONEY SUPPLY GROWTH% (M2) VS. GOVERNMENT DEFICIT. www.Sidoxia.com.

Economy 59

Economy Government Economics CFP 59

Ballast Advisors

JULY 19, 2023

As we reach the end of the second quarter of 2023, we want to provide you with an update on the markets and key developments that have occurred in the economy. economy into a recession? The LEI generally provides an early indication of significant turning points in the business cycle and where the economy is heading in the near term.

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Marketing Marketing Economics Economy 52

Investing Caffeine

NOVEMBER 1, 2022

While it has been mostly gloomy in 2022, some of the sunshine beaming through the clouds this month came in the form of better-than-expected GDP economic figures that measure the health of the overall economy. Rather than show an impending recession, the freshest 3 rd quarter data shows the economy growing at a very respectable +2.6%

Economics 64

Economics Economy Transportation CFP 64

Bell Investment Advisors

MAY 5, 2022

Forrest Bell, CFP®. We moved our clients’ bond exposure away from long-term bonds some time ago, mostly because their yields didn’t justify the interest rate risk. A cooling economy supports the idea that longer-term interest rates do not need to increase significantly from their current levels. markets followed.

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CFP Economy Economics Investment Advisor 52

Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Investing Caffeine

AUGUST 2, 2023

economy just reported better-than-expected growth for the 2 nd quarter ( +2.4% – Gross Domestic Product [GDP] growth). The stronger economy along with the improving inflation dynamics mentioned previously have buoyed Consumer Confidence too, as you can see from the chart below. Slome, CFA, CFP® Plan.

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Marketing Marketing Economy Sales 52

FMG

AUGUST 23, 2022

Why Approachable Content Strikes The Best Tone for Building Loyal, Happy Clients via Perfectly Planned Content. Will being “approachable” make your clients think less of you? Dive right in and start creating content that connects with your prospects and clients. 373) via ProudMouth.

Clients 52

Clients Financial Advisor CFP Planning 52

BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. Attempting to deceive clients by distorting the price and the value of the security. Related: Compliance and Automation – An Ideal Unison!

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Compliance Financial Advisor Certified Financial Planner Clients 98

Investing Caffeine

JANUARY 3, 2023

More specifically, in a typical bear market, the economy generally slows down causing demand to decelerate, and interest rates to decline, which causes the values of bonds to increase. And if it’s not declining home prices, lower energy prices have also filtered through the global economy to lower transportation and shipping costs (e.g.,

Economy 59

Economy Transportation CFP Investing 59

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% Slome, CFA, CFP®. As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Electronics 59

Electronics Economy CFP Government 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. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

AUGUST 4, 2022

Economic data (GDP – Gross Domestic Product) just released last week showed the economy contracting by -0.9% in the 2 nd quarter after declining -1.6% Ultimately, the stock market is forecasting how much worse or better will the economy become? And the economy has grown stronger coming out of each recession, every time.

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Economy Economics CFP Investing 59

Investing Caffeine

SEPTEMBER 2, 2022

The subject of politics is not my strong suit, so perhaps only time will tell whether the net result of two large pieces of government legislation totaling more than $1 trillion (Inflation Reduction Act and Student Loan Forgiveness) will accelerate growth in the economy (Real GDP) or hasten the pace of inflation. Slome, CFA, CFP ®.

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Marketing Marketing Taxes Budgeting 59

Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Slome, CFA, CFP ® Plan. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. default on its debt?

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Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

MARCH 1, 2022

By taking all these factors into account, we can confidently state that Russia and Ukraine have a very low probability of solely pulling the global economy into recession. Slome, CFA, CFP®. www.Sidoxia.com. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2022).

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Slome, CFA, CFP®. Fed Jitters. www.Sidoxia.com.

Math 52

Math Assets Investing Investments 52

Good Financial Cents

DECEMBER 14, 2022

A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role.

Compliance 88

Compliance Budgeting Accounting Insurance 88

Investing Caffeine

JULY 5, 2023

Slome, CFA, CFP® Plan. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in NVDA, AAPL, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in CAVA, SVV, or anyother security referenced in this article. www.Sidoxia.com Wade W.

Accounting 52

Accounting CFP Investing Investments 52

Zoe Financial

APRIL 4, 2023

Many advisors try to use a Callan Chart to help their clients understand asset classes and follow the asset classes by color. An emerging market economy (EME) is defined as an economy with low to middle income. This blog is original content from ACM Wealth written by Cary Carbonaro, CFP®, MBA SVP.

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Assets Portfolio Taxes Financial Services 52

Investing Caffeine

MARCH 1, 2024

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

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Taxes Risk Tolerance Retirement Investing 52

Investing Caffeine

NOVEMBER 1, 2021

Slome, CFA, CFP®. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Until then, don’t be startled if there is more green flood rather than red blood.

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Government Valuation Economics Investing 52

Investing Caffeine

JANUARY 3, 2022

Optimize Your Investments Based on Your Time Horizon and Risk Tolerance: At Sidoxia, we customize investment portfolios to meet our clients’ unique circumstances and risk appetite. Slome, CFA, CFP®. It’s important to have your investments diversified across a broad array of asset classes in a low-cost, tax efficient manner.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Tucker Advisors

SEPTEMBER 8, 2021

One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It So, in an expansionary economy, they’re great. In a recessionary economy, the stock value goes down and its dividend often disappears. How Can Retirees Outpace Inflation?

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Retirement Pension Retirement Financial Advisor Planning 52

Bell Investment Advisors

JUNE 29, 2023

Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. economy, the first quarter of this year was positive with positive economic growth. Slide 5: U.S.

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Marketing Marketing Banking Numbers 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

Steve Sanduski

JANUARY 13, 2023

” Steve Sanduski, CFP® and Miguel Sosa. The good news is that, for the last 70 years or so, advisors have done a pretty good job of finding the right mix for their clients. The Federal Reserve is actually trying to slow down the economy because the economy is doing well. What would the results be if it were a 1.0

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Portfolio Investing Investments Assets 52

Investing Caffeine

JULY 1, 2022

Theoretically, QT should cause interest rates to move higher, all else equal, and thereby slow down growth in the economy, and help tame out-of-control inflation. The majority of economists, strategists, and talking heads on television are forecasting a recession in our economy, either this year or next. Slome, CFA, CFP ®.

Economy 59

Economy Investing Investments CFP 59

Good Financial Cents

JULY 26, 2022

This is the largest increase in inflation the economy has endured since 1981. As inflation creeps up, many people begin to worry about the state of the economy as a whole. I had many clients that began to feel the pinch of rising costs after they retired. The CPI (Consumer Priced Index) soared to an increase of 9.1%

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Investing Investments Certified Financial Planner Financial Planner 69

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. 2 At Bank of America, rate strategist Meghan Swiber was telling clients to prepare for a plunge in U.S. ” Nobody does.

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Economy Economics Math Banking 96