Your Richest Life

APRIL 11, 2025

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. Ultimately, as long as your portfolio is balanced, the best thing you can do is leave it alone. For more information on the services offered, contact Katie today.

Marketing 52

Marketing Marketing Fee Only Portfolio 52

Investing Caffeine

DECEMBER 2, 2024

Slome, CFA, CFP® Plan. Source: Yardeni.com As always, the future is uncertain, and risks abound for next year. But 2024 has been a blockbuster year and there has been plenty to be thankful for, especially the performance of the U.S. stock market. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Valuation Economics 52

Investing Caffeine

APRIL 1, 2025

On the surface, a $131 billion trade deficit sounds very significant, but when compared to a $30 trillion economy ( Gross Domestic Product GDP), this negative trade balance represents less than 0.5% Fresh employment numbers will be released this Friday, which should shine some light on the health of the economy. Slome, CFA, CFP Plan.

Economy 52

Economy Economics Taxes Manufacturing 52

Investing Caffeine

JANUARY 2, 2025

Slome, CFA, CFP Plan. Regardless of the outcome this year, history teaches us the time in the market is much more important than timing the market. This philosophy has served Sidoxia Capital Management and its clients well over the long-run. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing CFP Investing 52

Your Richest Life

MAY 1, 2025

While affordability may be improving, the high uncertainty around the markets, economy and prices going forward still makes it a challenging year for both buyers and sellers. 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.

Marketing 52

Marketing Marketing Fee Only CFP 52

Investing Caffeine

JULY 1, 2025

Economy Resilient Despite Tariffs and Geopolitical Turmoil Source: Calafia Beach Pundit Credit Default Swaps ( CDS ) act as insurance contracts that protect investors against corporate debt defaults. But the economy is showing surprising resilience. Slome, CFA, CFP® Plan. which surged +16.9% trillion (more on AI below).

Marketing 52

Marketing Marketing Economy Insurance 52

Tobias Financial

OCTOBER 12, 2023

economy, with projections indicating a remarkable growth in purchasing power over the next few years. While this progression is noteworthy, it’s essential to recognize the challenges faced by Latino individuals in achieving financial stability. The Latino community is making significant strides in the U.S.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. In fact, during the first three quarters of the year, the economy grew at a rate of 3.2 All in all, the markets and economy performed stronger than anticipated in 2023.

Economy 52

Economy Marketing Marketing Financial Planner 52

Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. Goals are great, and they can help you make real progress in your financial life. Let go when you need to.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Your Richest Life

MARCH 31, 2023

So, what does all of that mean for your money, and the economy? 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. During this time, the Fed also increased interest rates another 0.25% to help curb inflation.

Banking 105

Banking Insurance Accounting Fee Only 105

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. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Marketing 105

Marketing Marketing Wealth Management Financial Planning 105

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

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%

Economy 98

Economy CFP Accounting Economics 98

Your Richest Life

SEPTEMBER 30, 2024

Rate cuts can impact everything from stocks and housing to employment and inflation – so what does this decision mean for the economy right now? But holding out too long can also lead to trouble for the economy, as hiring, purchasing and borrowing all continue to slow down. How will this Federal Reserve rate cut impact the economy?

Economy 52

Economy Fee Only CFP Economics 52

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. . If you want to improve your financial literacy, set a goal to listen to one new podcast a day, a week or a few times a week. Here are some good ones to get you started: Investing and financial planning.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

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. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. It seems like bad news is inescapable these days. stocks (S&P 500) on record.

Marketing 105

Marketing Marketing Wealth Management Portfolio 105

International College of Financial Planning

AUGUST 2, 2021

Are you looking at a career as a Financial Advisor in India? Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

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.

Risk Tolerance 52

Risk Tolerance Fee Only Portfolio Economy 52

Good Financial Cents

DECEMBER 14, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Hedge Fund Manager.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

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

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. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Marketing 52

Marketing Marketing Wealth Management Financial Planning 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

Your Richest Life

SEPTEMBER 12, 2022

Here are some additional resources for helping you manage your budget and prepare for downtimes: Managing Investments During a Financial Crisis. 3 Ways to Adjust Your Financial Plan During a Down Market. How Do Stocks Perform During Downtimes? About Your Richest Life.

Budgeting 59

Budgeting Fee Only Financial Planning CFP 59

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.”.

Economy 59

Economy Electronics CFP Government 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

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

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

AUGUST 2, 2024

Despite concerns over global geopolitics, political election madness, and a slowing economy, investors are more focused on the positive prospect of future interest rate cuts by the Federal Reserve, starting in September with a probability exceeding 90% ( see chart below ). Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

CFP 52

CFP Investing Investments Economy 52

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

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! Tune in to hear Meg discuss: The benefits of writing blog posts (far beyond SEO).

Clients 52

Clients Financial Advisor CFP Planning 52

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

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

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

Your Richest Life

JUNE 15, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post Financial Adjustments to Hedge Against Inflation appeared first on Your Richest Life. Buying savings bonds is one option to maximize your savings right now.

Budgeting 52

Budgeting Fee Only Accounting Taxes 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 Education Investing 52