Your Richest Life

MARCH 31, 2023

So, what does all of that mean for your money, and the economy? A few days before its collapse, SVB announced its plan to raise $2 billion in capital to offset bond losses. 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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Your Richest Life

DECEMBER 1, 2022

Here are five strategies for cutting down on that money stress, so you can stop panicking and start making a plan: 1. Acknowledge your backup plans and celebrate your wins. I talk about some of those options in my “How to Adjust Your Financial Plan” post. When your finances take a hit, it can be easy to spiral.

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Tobias Financial

JUNE 1, 2025

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Having a solid number to plan with helps a lot of high-net-worth individuals plan for their heirs more efficiently.

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Your Richest Life

NOVEMBER 1, 2024

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. Focusing on long-term fundamentals and policies can provide a clearer path through the uncertainties of the election cycle.

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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.

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Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. But performance of stocks and bonds are influenced more by other factors, such as the economy, interest rates, geopolitical shocks, and the health of the broad-based financial system. And while it may seem counterintuitive, in the past, U.S.

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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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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 Accounting Economics 98

Investing Caffeine

DECEMBER 1, 2023

Economy Remains Healthy : As mentioned earlier, the constant barrage of recession calls over the last two years has been blatantly wrong. If and when the economy weakens further, and the Federal Reserve reverses course by cutting interest rates, cash will earn less and will likely return to the stock market in droves.

Economy 91

Economy CFP Economics Investing 91

International College of Financial Planning

JUNE 17, 2025

Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. With the right blend of policy support, investor engagement, and technological innovation, GIFT City can become a cornerstone of India’s vision to emerge as a $5 trillion economy.

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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! Slome, CFA, CFP ® Plan. For those waiting for an imminent recession, it looks like there could be a delay.

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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.

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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

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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%

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Economics Economy Transportation CFP 64

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.

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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. 1, 2023).

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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. . Here are some good ones to get you started: Investing and financial planning. Most of the topics cover investment strategies, market behavior and the economy. Joe Saul-Sehy and his guests ( including me!

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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% Slome, CFA, CFP®. As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Economy 59

Economy Electronics CFP Government 59

Your Richest Life

JUNE 30, 2022

Stocks Weather Down Economies. Both the markets and the economy will experience low points. This helps investors to continue with a set investment plan, without quick, emotional decisions that could backfire. . Most likely, it’s because once inflation rates start to fall again, people see it as a buying opportunity.

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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.

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Investing Caffeine

MAY 3, 2023

How will elections affect the economy? Many Americans spend more time planning a vacation than they do preparing for retirement or planning their finances. 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.

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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 ®.

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Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. Prior to the mid-month inflation report, the Fed planned a smaller 0.5% Despite what GDP reports may ultimately reveal, current conditions don’t seem to indicate a contracting economy. These June losses pushed both U.S. and international stocks into bear market territory.

Marketing 52

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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

Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. As usual, careful planning remains your best guide. We’re comparing May 2021 to May 2020, when we were still deep into what The Wall Street Journal called a “screwy” pandemic economy. Deflation—the opposite of inflation—can also upset the economy if prices drop too precipitously.)

Wealth Management 52

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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

Your Richest Life

SEPTEMBER 12, 2022

Due to high levels of inflation, market turbulence and global issues, your year-end checklist might require some additional prep and planning. Just make sure you read the fine print before booking; some third party sites don’t allow you to change or cancel your plans once you’ve booked. . But this year, things are a little different.

Budgeting 59

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Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

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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

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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.

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Bell Investment Advisors

AUGUST 2, 2022

Forrest Bell, CFP®. Until we clearly see data supporting the idea that inflation has peaked, we have no plans to shift our bond allocations to riskier territory. While corporate earnings have been mostly strong, data suggests the Federal Reserve succeeded in cooling the economy with rate increases. bonds gaining by 2.5%.

Marketing 52

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Investing Caffeine

JULY 1, 2022

Theoretically, QT should cause interest rates to move higher, all else equal, and thereby slow down growth in the economy, and help tame out-of-control inflation. The majority of economists, strategists, and talking heads on television are forecasting a recession in our economy, either this year or next. Slome, CFA, CFP ®.

Economy 59

Economy CFP Investing Investments 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.

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Economics Economy CFP Government 52

Investing Caffeine

JUNE 3, 2024

most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%. On the flip side, during 2022, the economy was firing on all cylinders. Slome, CFA, CFP® Plan. Remember that global pandemic back in 2020 called COVID-19 that killed over 350,000 people in the U.S.? It fell -19%.

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Risk Tolerance Economy Economics Asset Allocation 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).

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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.

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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. Slome, CFA, CFP®. www.Sidoxia.com. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2022).

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