CFP, Financial Market, Financial Planning and Government

Investing in the Future: Budget 2024’s Impact on Financial Markets

International College of Financial Planning

FEBRUARY 3, 2024

The decrease in government net borrowings is a positive sign, as it increases the availability of funds for the private sector at a cheaper lending rate, potentially boosting economic growth. Collectively, these measures signify a strategic approach to enhancing financial stability and supporting sustainable development.

Budgeting

Budgeting Financial Market Investing Investments

Understanding the Role and Qualifications of a Financial Advisor

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor

Financial Advisor Certified Financial Planner Certification Financial Planner

Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. A deep understanding of financial markets and investment strategies. Excellent communication and interpersonal skills.

Financial Advisor

Financial Advisor Certified Financial Planner Financial Planner Investing

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Mission Accomplished?

Investing Caffeine

SEPTEMBER 1, 2023

Like a pig working its way through the economic python, the large interest rate increases naturally take a while to work their way through the consumer, commercial, and government credit markets. Businesses and governments in all shapes and sizes have felt the pain as well from higher borrowing costs. Slome, CFA, CFP® Plan.

Economics

Economics Economy Government CFP

12 Best Paying Jobs in Finance in 2023

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.

Compliance

Compliance Budgeting Accounting Insurance

Consumer Wallets Strong, Rate Hikes Long, What Could Go Wrong?

Investing Caffeine

OCTOBER 2, 2023

Today, worries include Federal Reserve policy; restarting of school loan repayments (after a three-year hiatus); a potential government shutdown; an auto and Hollywood strike; higher oil prices; and a presidential election that is heating up. Slome, CFA, CFP® Plan. Many of these worries are nothing new. www.Sidoxia.com Wade W.

Economics

Economics Economy CFP Government

Bad Weather Coming: Hurricane or Drizzle?

Investing Caffeine

JUNE 1, 2022

Due to trillions of dollars in increased stimulus spending and Federal Reserve Quantitative Easing (bond buying), we experienced an explosion in the government deficit and surge in money supply growth (i.e., MONEY SUPPLY GROWTH% (M2) VS. GOVERNMENT DEFICIT. Slome, CFA, CFP®. Source: TradingEconomics.com. www.Sidoxia.com.

Economy

Economy Government Economics CFP

This Baby Bull Has Time to Grow

Investing Caffeine

JANUARY 2, 2024

Time will tell if 2024 will make this baby cry, but whatever the market faces, declining inflation and interest rates should act as a pacifier. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024).

Economy

Economy CFP Economics Accounting

No Red Blood, Just Green Flood

Investing Caffeine

NOVEMBER 1, 2021

Expanding government deficits and debt (stimulus/infrastructure). Government debt ceiling negotiations. Slome, CFA, CFP®. . · Federal Reserve monetary policy. COVID variants. Evergrande’s impact on China and commercial real estate. Cryptocurrency volatility. Declining corporate profit margins. Meme stocks. · And more…boo!

Government

Government Valuation Economics Investing

No Pain, No Gain

Investing Caffeine

MAY 2, 2022

Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Subscribe on the right side of the page for the complete text.

Electronics

Electronics Economy CFP Government

Recession Storm Fears Reign Supreme as Stocks Gain Steam

Investing Caffeine

FEBRUARY 1, 2023

Last year, a major influencing cause to the -19% downdraft in the stock market (S&P 500) was due to the highest inflation readings experienced in four decades, compounded by a Federal Reserve hell-bent on slamming on the interest rate brakes. Slome, CFA, CFP ® Plan. last year to 3.5% www.Sidoxia.com Wade W.

Economy

Economy Economics CFP Investing

Insane Gain After Fed & Ukraine Pain

Investing Caffeine

APRIL 1, 2022

Even our government is now attempting to increase supply by releasing up to 180 million barrels of oil from our country’s Strategic Petroleum Reserve (the largest release in the almost 50-year history of the reserve ), while also pushing for penalties on those energy companies sitting on unused permits (i.e., Slome, CFA, CFP®.

Economy

Economy Economics Valuation Investing

The Rocket Science of Investing – Armageddon Yet to Arrive

Investing Caffeine

JANUARY 3, 2022

As I made clear earlier, at Sidoxia, we do not attempt to predict the directions of markets, but rather we look to opportunistically take advantage of many different dynamic areas that we believe provide the best risk-adjusted return potential for our clients. Slome, CFA, CFP®. www.Sidoxia.com.

Investing

Investing Investments Risk Tolerance Portfolio

End of the World or Status Quo?

Investing Caffeine

MARCH 1, 2022

Slome, CFA, CFP®. If you have the fortitude and discipline to ignore the irrelevant noise, the status quo of normal volatility can create more exciting opportunities and better returns for long-term investors. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economics

Economics Accounting Advertising CFP

From Rocket Ship to Roller Coaster

Investing Caffeine

FEBRUARY 1, 2022

Slome, CFA, CFP®. The ups-and-downs can be frustrating at times, but if you stay on for the full ride, you will almost always end with a smile on your face when it’s over. www.Sidoxia.com. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022).

Math

Math Assets Investing Investments

Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

JUNE 29, 2023

government stepped in, and they wanted to avert a panic. This immediately calmed the market. So, there was less risk of a run because of the Federal government saying, “Hey, don’t worry about this. And remember, with a lot of financial markets, it’s not what the result is but it’s more the change in expectation.

Marketing

Marketing Marketing Banking Numbers

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP

CFP Financial Advisor Financial Planner Ethics

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP

CFP Financial Planner Ethics Financial Planning

Choosing Your Favorite Dental Procedure: Recession or Inflation?

Investing Caffeine

MAY 1, 2024

With this backdrop in mind, it’s more important than ever to ensure you have a diversified portfolio and detailed financial plan in place to achieve your long-term life goals. Do yourself a favor and get a financial check-up with an independent, experienced advisor like Sidoxia Capital Management ( www.Sidoxia.com ).

Economy

Economy Economics Financial Planning Planning

Dow Knocking on the Door of 40,000

Investing Caffeine

APRIL 1, 2024

Slome, CFA, CFP® Plan. We are only 25% of the way through the year, but the Dow is knocking on the 40,000-milestone door. The way things look now, investors are wiping their feet on the welcome doormat and ready to walk right in. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics

Economics Media CFP Investing

No Market Roar Due to War

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. Slome, CFA, CFP® Plan. If Iran, or Iran-backed militant group Hezbollah, throws their hat into the Israel-Hamas war ring, the U.S. www.Sidoxia.com Wade W.

Marketing

Marketing Marketing Economics Accounting

Ohhh Omicron! From Panic to Possibility

Investing Caffeine

DECEMBER 1, 2021

If an agreement is not reached to increase the debt limit, a government shutdown, and then ultimately a government default would transpire. History tells us this will never happen, but the mere game of political brinksmanship could rattle markets in the short-run. Slome, CFA, CFP®. www.Sidoxia.com.

Healthcare

Healthcare Government Pharmaceutical CFP

Quickly Out of the Gate

Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. Source: Calafia Beach Pundit For years, market critics and pessimists have been screaming doom-and-gloom as it relates to the United States. Slome, CFA, CFP® Plan. The story goes, the U.S. www.Sidoxia.com Wade W.

Government

Government CFP Investing Investments

Financial Advisor Source

Investing in the Future: Budget 2024’s Impact on Financial Markets

Understanding the Role and Qualifications of a Financial Advisor

Webinars

Trending Sources

Mastering Finances with a Certified Investment/Financial Advisor

Webinars

Mission Accomplished?

12 Best Paying Jobs in Finance in 2023

Consumer Wallets Strong, Rate Hikes Long, What Could Go Wrong?

Bad Weather Coming: Hurricane or Drizzle?

This Baby Bull Has Time to Grow

No Red Blood, Just Green Flood

No Pain, No Gain

Recession Storm Fears Reign Supreme as Stocks Gain Steam

Insane Gain After Fed & Ukraine Pain

The Rocket Science of Investing – Armageddon Yet to Arrive

End of the World or Status Quo?

From Rocket Ship to Roller Coaster

Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Should you cancel your CFP designation?

Choosing Your Favorite Dental Procedure: Recession or Inflation?

Dow Knocking on the Door of 40,000

No Market Roar Due to War

Ohhh Omicron! From Panic to Possibility

Quickly Out of the Gate

Stay Connected