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 98

Economy CFP Economics Accounting 98

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®. 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.

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

NOVEMBER 1, 2021

Expanding government deficits and debt (stimulus/infrastructure). Government debt ceiling negotiations. 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.

Government 52

Government Valuation Economics Investing 52

Investing Caffeine

AUGUST 2, 2023

Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023? Your air-conditioning bill may be going up this summer, but so will your stock market portfolio, if your investments are being properly managed. Slome, CFA, CFP® Plan.

Marketing 52

Marketing Marketing Economy Sales 52

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. Fortunately, the headwinds of inflation now appear to be abating.

Economy 59

Economy Economics CFP Investing 59

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

Accounting CFP Investing Investments 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. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Hedge Fund Manager.

Compliance 87

Compliance Budgeting Accounting Insurance 87

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 59

Economy Economics Valuation Investing 59

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

Investing Caffeine

MARCH 1, 2022

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. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

FEBRUARY 1, 2022

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. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Math 52

Math Assets Investing Investments 52

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 59

CFP Financial Advisor Financial Planner Ethics 59

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 80

CFP Financial Planner Ethics Financial Planning 80

Investing Caffeine

APRIL 1, 2024

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. We are only 25% of the way through the year, but the Dow is knocking on the 40,000-milestone door.

Economics 105

Economics Media CFP Investing 105

Investing Caffeine

MAY 1, 2024

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. www.Sidoxia.com Wade W. Please read disclosure language on IC Contact page.

Economy 52

Economy Economics Financial Planning Planning 52

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. inverted yield curve) – see table below.

Marketing 52

Marketing Marketing Economics Accounting 52

Investing Caffeine

JUNE 1, 2023

Source: Calafia Beach Pundit Overall stock market performance has been a mixed-bag at best. Essentially, our government has maxed out its credit card spending limit, but Republicans and Democrats have agreed in principle on a resolution for an expanded credit line. Maybe ChatGPT will do my taxes next year? Slome, CFA, CFP® Plan.

Engineering 105

Engineering Accounting Healthcare CFP 105

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 52

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. 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 52

Government CFP Investing Investments 52