Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. Slome, CFA, CFP® Plan. Source: Visual Capitalist Why So Bullish? What has investors so jazzed up in recent months? For starters, inflation has been on a steady decline for many months. a few months ago to 3.9%

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Economy CFP Economics Accounting 98

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

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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

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

Steve Sanduski

AUGUST 21, 2023

Miele , CFP®, Managing Director, Partner, and Chief Business Development Officer with The Andriole Group. In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled.

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Clients CFP Marketing Marketing 52

Your Richest Life

DECEMBER 1, 2022

Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. Remember that it’s perfectly normal for there to be ups and downs in the markets and the economy, and you’re likely going to see those fluctuations reflected in your own portfolio. . Let go when you need to.

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Certified Financial Planner CFP Financial Planning Financial Planner 95

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.

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Economy Economics License CFP 59

Tobias Financial

AUGUST 10, 2023

Despite the downgrade, the United States continues to demonstrate a strong and resilient economy. Our Portfolio Analyst , Charles “Chad” NeSmith, CFA, CFP ® recently shared his insights on Local 10 News (Miami/South Florida) providing more clarity on the topic. Recent GDP growth and promising employment data underline this strength.

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CFP Government Economy Economics 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. Prosper.

Economy 59

Economy Economics CFP Investing 59

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

Your Richest Life

APRIL 30, 2024

However, even when the Fed does begin to lower rates, it might take some time before the economy cools off enough for mortgage rates to follow suit. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Fee Only CFP Retirement Sales 52

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

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

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.

Marketing 52

Marketing Marketing Economy Sales 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

Your Richest Life

JUNE 30, 2022

Stocks Weather Down Economies. Both the markets and the economy will experience low points. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. That’s why it’s so important to have a well-balanced portfolio. About Your Richest Life.

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Risk Tolerance Fee Only Portfolio Economy 52

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

Your Richest Life

APRIL 19, 2022

Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . Most of the topics cover investment strategies, market behavior and the economy. Brittney Castro – Brittney is the in-house CFP® for Mint, and her content is short, to-the-point and easy to understand.

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Budgeting Financial Planner CFP Financial Planning 52

Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. High inflation puts a consistently unwanted pressure on consumers and on the economy in general. In other words, because markets are forward-looking and digest bad news quickly, they often decline and recover well ahead of the economy itself. However, that optimism faded. While inflation dropped from 8.5%

Economy 52

Economy CFP Investment Advisor Marketing 52

Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. Despite what GDP reports may ultimately reveal, current conditions don’t seem to indicate a contracting economy. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. These June losses pushed both U.S.

Marketing 52

Marketing Marketing CFP Economics 52

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

Bell Investment Advisors

JUNE 17, 2022

Forrest Bell, CFP®. Investors’ concerns are centered on inflation and how Federal Reserve actions to contain it may harm the economy and pressure financial asset values. Also, when an economy is running too hot, the excess demand creates inflation. The volatility which has dogged financial markets this year continued during May.

CFP 52

CFP Economy Investment Advisor Financial Market 52

Your Richest Life

NOVEMBER 11, 2022

The basics still apply in a turbulent economy. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Prepare for a Potentially Difficult New Year. We might be heading toward some economic trouble in the year ahead , but don’t panic. About Your Richest Life.

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Certified Financial Planner Estate Planning Financial Planning Planning 110

Bell Investment Advisors

MAY 5, 2022

Forrest Bell, CFP®. A cooling economy supports the idea that longer-term interest rates do not need to increase significantly from their current levels. first quarter GDP showed the economy slowed by an annualized real rate of -1.4%. April saw a continuation of this year’s volatility. markets followed. A report on the U.S.

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CFP Economy Economics Investment Advisor 52

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.

Economy 59

Economy Economics CFP Investing 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

APRIL 1, 2022

The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. The short answer is that companies are making money hand over fist and the economy remains strong (3.6% Slome, CFA, CFP®. over the next couple of years. If Things Are So Bad, Why Are Prices Going Up? www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59

Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. We’re comparing May 2021 to May 2020, when we were still deep into what The Wall Street Journal called a “screwy” pandemic economy. When it does, uncertainty has spiked as well, wreaking havoc on commerce, the economy, job markets, real estate, and financial markets. What We Know.

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Wealth Management Certification Economy CFP 52

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 ®.

Marketing 59

Marketing Marketing Taxes Budgeting 59

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. It seems like bad news is inescapable these days. Yes, 2022 was a terrible year for financial markets. stocks (S&P 500) on record.

Marketing 85

Marketing Marketing Wealth Management Portfolio 85

International College of Financial Planning

FEBRUARY 3, 2024

Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. India’s Real GDP is projected to grow by 7.3% crore youth trained under various programs.

Budgeting 52

Budgeting Financial Market Investing Investments 52

Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Slome, CFA, CFP ® Plan. Will Vladimir Putin use nuclear weapons in Ukraine? What is going to happen with the Debt Ceiling deadline and will the U.S. default on its debt? Will AI (artificial intelligence) take all our jobs? I know what my answer is. www.Sidoxia.com Wade W.

Retirement 59

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

Validea

OCTOBER 5, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time.

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CFP Valuation Economy Assets 59

FMG

AUGUST 23, 2022

Maybe you don’t have enough time or you might not be confident enough to start…whatever the reason may be, this podcast with Matt Halloran and Meg Bartlet CFP®, MS , founder and lead planner at Flow Financial Planning, LLC is for you! What is stopping you from sharing your marketing tips and thought leadership?

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Clients Financial Advisor CFP Planning 52