BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. Following are examples of some of the common unethical practices in the financial marketplace.

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Sara Grillo

AUGUST 14, 2023

Why is the fiduciary standard important in financial advice? 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. Commissions are opaque.

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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.

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Economy Government Economics CFP 59

Investing Caffeine

JANUARY 3, 2023

Typically, during weak stock markets (i.e., bear markets”), the bond or fixed income investments in a diversified portfolio act as shock absorbers to cushion the blow of volatile stock prices. Slome, CFA, CFP ®. Therefore, as stock prices decline, the gains from bonds in your portfolio usually help offset stock losses.

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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% Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! Slome, CFA, CFP®.

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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? Ultimately, the stock market is forecasting how much worse or better will the economy become? Slome, CFA, CFP ®.

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. The short answer is that companies are making money hand over fist and the economy remains strong (3.6%

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Economy Economics Valuation Investing 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

Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Who doesn’t want to make a fortune by correctly predicting the stock market?

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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. If history repeats itself, this conflict will turn out to be another garden variety decline in the stock market and an opportunity to buy at a discount.

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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.

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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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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.

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Accounting CFP Investing Investments 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. However, although we freely admit we are not Nostradamus, we do closely follow a wide spectrum of areas in financial markets to best position our investments.

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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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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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Investing Caffeine

MAY 1, 2024

If the stock market was a patient, its 2024 checkup would produce a large smile. in the first four months of the year, thanks to a resilient economy, robust employment, and record corporate profits (see chart below). A hot economy giving rise to high inflation/high interest rates? • Slome, CFA, CFP® Plan. Why so happy?

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Economy Economics Financial Planning Planning 52

Investing Caffeine

APRIL 1, 2024

Despite the magnitude and duration of this bull market, there is still a lot of angst and anxiety over the upcoming election. Nevertheless, investors are choosing instead to focus on the strong fundamentals of the economy. Slome, CFA, CFP® Plan. growth during the 4th quarter of 2023 (see chart below). www.Sidoxia.com Wade W.

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Investing Caffeine

OCTOBER 4, 2022

The Fed’s goal is to inflict quick, near-term pain on the economy in exchange for long-term price stability and future economic gains. With these kind of drops, a mild-to-moderate recession is already baked into the cake, even though the economy is expected to grow for the next four quarters and for all of 2023 (see GDP forecasts below ).

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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. Not only is the economy strong (e.g., Slome, CFA, CFP® Plan. If Iran, or Iran-backed militant group Hezbollah, throws their hat into the Israel-Hamas war ring, the U.S.

Marketing 52

Marketing Marketing Economics Accounting 52

Investing Caffeine

JUNE 1, 2023

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

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Investing Caffeine

DECEMBER 1, 2021

History tells us this will never happen, but the mere game of political brinksmanship could rattle markets in the short-run. Financial markets have flourished in the face of worse crises than Omicron, monetary policy changes, inflation, and debt ceilings. Slome, CFA, CFP®. All these risks and fears are nothing new.

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Healthcare Government Pharmaceutical CFP 52

Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. Global capital will flow to those countries with a rule of law, financial transparency, prudent tax policy, lower inflation, higher profit growth, lower interest rates, sensible fiscal and monetary policies, among other pragmatic business practices.

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