Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. and international stocks into bear market territory. Despite what GDP reports may ultimately reveal, current conditions don’t seem to indicate a contracting economy.

Marketing 52

Marketing Marketing CFP Economics 52

Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. High inflation puts a consistently unwanted pressure on consumers and on the economy in general. By the time a recession is known, the market generally has already priced in much of the effects. Indeed, U.S.

Economy 52

Economy CFP Investment Advisor Marketing 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

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

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.

Economy 59

Economy Transportation CFP Investing 59

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

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors.

Marketing 85

Marketing Marketing Wealth Management Portfolio 85

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®.

Electronics 59

Electronics Economy CFP 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.

Wealth Management 52

Wealth Management Certification Economy CFP 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. Despite the Fed raising interest rates from 0% to 2.5%, the stock market increased dramatically over that timeframe. The short answer is that companies are making money hand over fist and the economy remains strong (3.6%

Economy 59

Economy Economics Valuation Investing 59

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. 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.

Economics 59

Economics Accounting Advertising CFP 59

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Investing Caffeine

MARCH 1, 2024

Slome, CFA, CFP® Plan. In a diversified portfolio that that takes account of your risk tolerance, we strongly believe low-cost, tax-efficient, long-term investing is the best way to create your retirement masterpiece. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

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®. www.Sidoxia.com.

Math 52

Math Assets Investing Investments 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

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?

Compliance 87

Compliance Budgeting Accounting Insurance 87

Investing Caffeine

JANUARY 3, 2022

As I made clear earlier, at Sidoxia, we do not attempt to predict the directions of markets, but rather we look to opportunistically take advantage of many different dynamic areas that we believe provide the best risk-adjusted return potential for our clients. Slome, CFA, CFP®. www.Sidoxia.com.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Investing Caffeine

NOVEMBER 1, 2021

Slome, CFA, CFP®. Obviously, these investment pillars can reverse directions and create headwinds for investors. Until then, don’t be startled if there is more green flood rather than red blood. www.Sidoxia.com. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2021).

Valuation 52

Valuation Government Economics Investing 52

Bell Investment Advisors

JUNE 29, 2023

Market expectations have been persistently underrating what the Fed was going to do and, since they’ve continuously had to readjust those expectations, there’s been a rise in short-term rates. Thank you for that quick market recap. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong.

Marketing 52

Marketing Marketing Banking Numbers 52

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?

Economy 52

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.

Economics 105

Economics Media CFP Investing 105

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 ).

Economy 59

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. Regardless, investors can stand on firmer ground now knowing we are upon the cusp of an AI revolution and near the finish line of a debt ceiling resolution. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (June 1, 2023).

Engineering 105

Engineering Accounting Healthcare CFP 105

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.

Healthcare 52

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.

Government 52

Government CFP Investing Investments 52

The Better Letter

JANUARY 12, 2023

trillion into the economy in addition to the $4.1 In 1998, the then-future Nobel laureate Paul Krugman made a remarkable and erroneous prediction : “By 2005 or so, it will become clear that the Internet’s impact on the economy has been no greater than the fax machine’s.” Inflation was already hot.

Economy 115

Economy Economics CFP Management 115