Bell Investment Advisors

JUNE 17, 2022

Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. stock market declined for several sessions until it was 5.5% stocks down about 19% from their early January high, right on the cusp of an official bear market. stock market almost back to where it began the month.

CFP 52

CFP Economy Investment Advisor Financial Market 52

Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Learn how to avoid these missteps and expand your wealth.

Portfolio 111

Portfolio Investing Investments CFP 111

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. It is very possible the stock market has begun pricing in a recession prematurely. However, that optimism faded.

Economy 52

Economy CFP Investment Advisor Marketing 52

Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. As the earnings show, during the Financial Crisis (2008) and COVID (2020), the crash in earnings was much more severe. Prosper.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

JUNE 1, 2022

I t was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). Although the economy is currently very strong (i.e.,

Economy 59

Economy Government Economics CFP 59

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

JANUARY 3, 2023

Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%). There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%).

Economy 59

Economy Transportation 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. Yes, it’s true, despite a dramatic surge in mortgage rates over the last few years, the housing market remains strong due to a very tight supply of homes available for sale. Slome, CFA, CFP® Plan. rate (see chart below).

Economics 52

Economics Economy CFP Government 52

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

Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. market rally we’re having.

Marketing 52

Marketing Marketing Banking Numbers 52

Investing Caffeine

MAY 2, 2022

Last month was certainly painful for stock market investors. The good news is that after the stock market eventually bottomed (S&P 500) around each of these events, one year later, stock prices rebounded on average approximately +32% , and prices moved even higher in the following two years. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 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

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. Slome, CFA, CFP®. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

MARCH 1, 2022

The significant volatility seen in the stock market recently from the Russian war/invasion of Ukraine is further evidence of how this fear dynamic can create short-term panics. 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

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.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Investing Caffeine

MAY 3, 2023

How will elections affect the economy? If you are over-tilted on one side of your financial boat, it could tip over. If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. Slome, CFA, CFP ® Plan. default on its debt?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

JULY 5, 2023

Unfortunately for those following this overly simplistic guidance of not opposing the Fed, investor portfolio balances have been harmed dramatically during 2023 by missing a large bull market run. Slome, CFA, CFP® Plan. last month and has soared +15.9% for 2023, thus far. this year, thanks in part to Apple Inc. www.Sidoxia.com Wade W.

Accounting 52

Accounting CFP Investing Investments 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. This is where the confusion comes in.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Normally, mathematics teaches us the lesson that more is better when discussing financial matters. Slome, CFA, CFP®. Fed Jitters. www.Sidoxia.com.

Math 52

Math Assets Investing Investments 52

Investing Caffeine

JANUARY 3, 2022

I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Naturally, the follow-on question I get most is, “What about next year?”

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Investing Caffeine

MARCH 1, 2024

Leading the bull market brigade higher was NVIDIA Corp (NVDA), which saw its stock launch higher by +29% for the month after reporting eye-popping quarterly revenues of $22 billion, more than tripling versus last year’s comparable quarter. Slome, CFA, CFP® Plan. More specifically, the Dow Jones Industrial Average was up +2.2%

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Good Financial Cents

DECEMBER 14, 2022

Financial managers are similar to personal financial advisors, except they monitor businesses’ financial well-being instead of individuals. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Financial Examiner. Hedge Fund Manager.

Compliance 88

Compliance Budgeting Accounting Insurance 88

Investing Caffeine

NOVEMBER 1, 2021

With the COVID Delta variant subsiding ( see chart below ), economic activity rising ( Q4 GDP is estimated at +4.8% ), and corporate profits going gang busters (33% growth and 84% of corporations are beating Q3 estimates ), it should come as no surprise that stock market values continue to rise. Slome, CFA, CFP®. www.Sidoxia.com.

Government 52

Government Valuation Economics Investing 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

The stock market rang the doorbell of the New Year with a bang during the 1st quarter. If you are one of the people who thinks the stock market is too high, then you should definitely ignore Warren Buffett, arguably the greatest investor of all-time. Slome, CFA, CFP® Plan. 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

The Big Picture

MAY 21, 2024

They eventually get a CFP and they go to the advisory side. It’s because, you know, when everybody’s looking at all this data and it all seems terrible, chances are that information’s priced into the market. I 00:13:35 [Speaker Changed] Met him at a, a, a Market Technician’s Association. Oh, nice event.

Numbers 140

Numbers Management Banking Marketing 140

Investing Caffeine

NOVEMBER 1, 2023

In other words, the hundreds of billions of dollars in financial stock market losses this month are not proportional to the Mideast economic losses incurred thus far. Whenever rumblings occur in the Mideast, one of the largest global sectors to be first impacted is the oil market. Not only is the economy strong (e.g.,

Marketing 52

Marketing Marketing Economics Accounting 52

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. These charts can help explain what investors should expect from the stock market this election cycle. But that’s no reason to panic.

Marketing 71

Marketing Marketing Wealth Management Financial Planning 71

Investing Caffeine

JUNE 1, 2023

On the surface, last month’s performance of the stock market as measured by the S&P 500 index (+0.3%) seemed encouraging, but rather pedestrian. Source: Calafia Beach Pundit Overall stock market performance has been a mixed-bag at best. monthly decline in the Dow Jones Industrial Average (-1,190 points). Microsoft Corp.,

Engineering 105

Engineering Accounting Healthcare CFP 105

Investing Caffeine

DECEMBER 1, 2021

Markets Remain Near Record Highs. With all these scary Omicron headlines, one would expect a collapse in equity markets. Driving the buoyant stock market performance this year, on the heels of a strong stock market last year (S&P 500 climbed +16%), has been the surge in corporate profits ( see chart below ).

Healthcare 52

Healthcare Government Pharmaceutical CFP 52

Investing Caffeine

FEBRUARY 1, 2024

market is off to a quick start. The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack, the Magnificent 7 (see also Mission Accomplished ). Q4 – GDP ) have all contributed to the continuing bull market run. And why is the stock market at all-time record-highs?

Government 52

Government CFP Investing Investments 52

The Better Letter

JANUARY 12, 2023

So, AT&T asked McKinsey, the world’s top management consultancy, to estimate the future market size for this product. mobile phone market would approach 900,000 subscribers by 2000. trillion into the economy in addition to the $4.1 ” The size of the digital economy has now reached $2.4 trillion annually.

Economy 116

Economy Economics CFP Management 116