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

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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

MAY 3, 2023

How will elections affect the economy? Tax Planning: Are you maximizing your tax-deferred investment accounts? 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? I know what my answer is.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 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.

Economy 59

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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®.

Electronics 59

Electronics Economy CFP Government 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

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

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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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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

Investing Caffeine

JULY 5, 2023

Slome, CFA, CFP® Plan. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Therefore, contrary to popular belief, fighting the Fed may actually lead to knockout returns for investors.

Accounting 52

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Investing Caffeine

JANUARY 3, 2022

As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results. It’s important to have your investments diversified across a broad array of asset classes in a low-cost, tax efficient manner. Slome, CFA, CFP®. Thank you Amazon.com Inc. 5,544%, Apple Inc.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. In short, they are financial planning counselors who help people protect their assets. Who doesn’t want to make a fortune by correctly predicting the stock market? Hedge Fund Manager.

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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

NOVEMBER 1, 2021

Slome, CFA, CFP®. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Obviously, these investment pillars can reverse directions and create headwinds for investors. www.Sidoxia.com.

Government 52

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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?

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.

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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 ).

Economy 59

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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

Already, application of generative AI systems is disrupting e-commerce, marketing, customer service, healthcare, robotics, computer vision, autonomous vehicles, and yes, even accounting. Maybe ChatGPT will do my taxes next year? Slome, CFA, CFP® Plan. Believe it or not, ChatGPT recently passed the CPA exam !

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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.

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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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