Investing Caffeine

APRIL 1, 2025

Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation. additional taxes) on American Ford Explorers sold in Germany, the president wants to impose equivalent reciprocal tariffs on those same BMWs sold in the U.S.

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Economy Economics Taxes Manufacturing 52

Investing Caffeine

JUNE 2, 2025

Tariffs and trade have dominated the media headlines since the beginning of the year, creating a volatile rollercoaster ride in the financial markets and broader economy. But if tariffs lead to higher prices, inflation, and a weaker economy, the tariff policy may be judged as a costly misstep. Slome, CFA, CFP Plan. and the U.K.

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Economics Economy Manufacturing Taxes 40

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. 11:18 Ryan Kelley: And then the U.S. point of view.

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Economics Portfolio Taxes Numbers 52

Investing Caffeine

JANUARY 2, 2025

Source: Yardeni.com Next, we have a new pro-business administration entering the White House that has promised lower taxes and less regulation, which should aid business profits. Slome, CFA, CFP Plan. All else equal, this should provide some mild stimulus for both borrowers and investors in 2025. www.Sidoxia.com Wade W.

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Marketing Marketing CFP Investing 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).

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Investing Caffeine

MAY 1, 2025

If investors obtain some tariff clarity, trade deal announcements, and/or tax-cut legislation progress, the queasy stock market rollercoaster ride could turn to smooth sailing. Slome, CFA, CFP Plan. www.Sidoxia.com Wade W. Please read disclosure language on the IC Contact page.

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CFP Taxes Financial Market Investing 52

Investing Caffeine

MARCH 3, 2025

Slome, CFA, CFP , Exclusive to California Business Journal DISCLOSURE:Sidoxia Capital Management (SCM) and some of its clients hold positions in NVDA, COIN, IBIT, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article.

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Assets Investing Investments CFP 59

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

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Financial Planner Certification CFP Certified Financial Planner 52

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

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.

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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. 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.

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Economy CFP Accounting Economics 98

Investing Caffeine

MARCH 1, 2024

Tax Time April is fast approaching, which means it’s that time of the year when Uncle Sam will come knocking on your door with your tax bill. Perhaps your taxes have already been prepaid and a refund is coming your way. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Please read disclosure language on IC Contact page.

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Taxes Risk Tolerance Retirement Investing 52

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

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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Marketing Marketing Taxes Budgeting 59

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%

Economics 64

Economics Economy Transportation CFP 64

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! More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

Economy 59

Economy Economics License CFP 59

Investing Caffeine

JUNE 1, 2023

Maybe ChatGPT will do my taxes next year? 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. Believe it or not, ChatGPT recently passed the CPA exam !

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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.

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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.”.

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Economy Electronics CFP Government 59

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

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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Financial Advisor Certified Financial Planner Certification Fee Only 52

Your Richest Life

APRIL 19, 2022

You’re not limited to dry explanations about portfolio allocations and tax strategies. Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . Most of the topics cover investment strategies, market behavior and the economy. Money books for financial literacy.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

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

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

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

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

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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CFP Investing Investments Economy 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, 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.

Marketing 52

Marketing Marketing Economy Sales 52

Investing Caffeine

JULY 1, 2024

move thanks to the contribution of older economy stocks. 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. The S&P 500 index surged +3.5%

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Economics Marketing Marketing Food 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).

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Economics Accounting Advertising CFP 59

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. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Hedge Fund Manager.

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Budgeting Compliance Accounting Insurance 88

Investing Caffeine

AUGUST 4, 2022

Economic data (GDP – Gross Domestic Product) just released last week showed the economy contracting by -0.9% in the 2 nd quarter after declining -1.6% Ultimately, the stock market is forecasting how much worse or better will the economy become? And the economy has grown stronger coming out of each recession, every time.

Economy 45

Economy Economics CFP Investing 45

Your Richest Life

SEPTEMBER 12, 2022

Bonus: Gifts to charity are tax deductible.) . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Maybe this year, your family decides to pull names for gift giving instead of buying for everyone. A looming recession? About Your Richest Life.

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Budgeting Fee Only Financial Planning CFP 59

Your Richest Life

JUNE 15, 2022

Tax-loss harvesting. You may want to think about converting retirement account money from pre-tax to Roth since the market is low. You will have to pay tax on the amount that you convert, but you get more bang for your buck since markets are lower. . Back door Roths. Save Smarter. You can learn more about savings bonds here.

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Budgeting Fee Only Accounting Taxes 52

Zoe Financial

APRIL 4, 2023

Designer Loafers – Municipal Bonds Just like a Gucci or Chanel shoe, municipal bonds are great for people in high tax brackets. They are exempt from federal taxes and from most state and local taxes, which is what makes them especially attractive to people in high income tax brackets.

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Assets Portfolio Taxes Financial Services 40