Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. You can follow Aaron on LinkedIn for more information. You can check out his podcast and books for more info.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. You can follow Aaron on LinkedIn for more information. You can check out his podcast and books for more info.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Your Richest Life

APRIL 14, 2023

All that being said, timing the housing market is a bit like timing the financial markets. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. It can be a losing game. How Much House Can You Afford?

Marketing 105

Marketing Marketing Financial Planner Sales 105

Investing Caffeine

MARCH 1, 2023

We certainly could face the potential of turbulence and changing weather conditions, but that is always the case when you invest in the financial markets. Slome, CFA, CFP ® Plan. If, however, inflation continues to move in the same direction, and growth continues to surprise on the upside, there may be no landing at all.

Economy 59

Economy Economics License CFP 59

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. Slome, CFA, CFP ® Plan. The S&P 500 rose +3.5% last month, and the technology-heavy NASDAQ index catapulted even more (+6.7%). But not everyone escaped unscathed. www.Sidoxia.com Wade W.

Banking 105

Banking Economy Economics Government 105

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

International College of Financial Planning

MAY 1, 2023

Professional financial advisors are vital in today’s complex financial world. They help individuals and businesses make informed financial decisions that enable them to achieve their financial goals and secure their financial future.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial 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. www.Sidoxia.com Wade W.

Marketing 52

Marketing Marketing Economics Accounting 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

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing 52

Investing Investments CFP Financial Advisor 52

BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. However, what if the client fails to provide the full picture?

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

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.

Economy 52

Economy Economics Financial Planning Planning 52

Darrow Wealth Management

NOVEMBER 20, 2023

Instead of selling your positions to cash and converting that, you can convert the market value of the funds. This way you won’t be out of the market or incur additional transaction costs. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 81

Retirement Distribution Taxes Accounting 81

International College of Financial Planning

MAY 29, 2023

Certified Financial Planner This course will help you better to understand the basics of personal finance, budgeting, investing, credit, taxes, and more, whether you’re a beginner or an Commented [RPSN1]: Certified Financial Planner advanced financial planner. ICOFP offers several courses to kickstart a career in finance.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Investing Caffeine

OCTOBER 2, 2023

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. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics 52

Economics Economy CFP Government 52

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Investing Caffeine

JANUARY 3, 2023

Observing the fastest rate hike cycle by the Fed in decades informs us that we are likely closer to an end of rate hikes (i.e., Slome, CFA, CFP ®. By analyzing the various disinflationary tea leave markers, we can gain some confidence regarding future interest rates. pause or cut), rather than the beginning. www.Sidoxia.com.

Economy 59

Economy Transportation 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

Investing Caffeine

JUNE 1, 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. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Engineering 105

Engineering Accounting Healthcare CFP 105

Investing Caffeine

OCTOBER 4, 2022

If the economy continues to slow down, and inflation has stabilized or declined, the Federal Reserve will likely pivot to decreasing interest rates, which should act like a tailwind for financial markets, unlike the headwind of rising rates this year. Slome, CFA, CFP ®. www.Sidoxia.com.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

MARCH 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. Subscribe Here to view all monthly articles.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Investing Caffeine

SEPTEMBER 1, 2023

Time will tell if the mission has already been accomplished, but so far, the Fed has been delicately balancing an economic soft landing and stock market investors like it. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics 52

Economics Economy Government CFP 52

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

FEBRUARY 1, 2023

Source: Clearnomics and Standard & Poor’s Presently, economic skies might not all be clear, blue, and sunny, but the fact that inflation is dropping, our economy is still growing, labor markets remain healthy, China has reopened for business, and Europe hasn’t cratered all leave room for optimism. Slome, CFA, CFP ® Plan.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

DECEMBER 1, 2021

History tells us this will never happen, but the mere game of political brinksmanship could rattle markets in the short-run. Financial markets have flourished in the face of worse crises than Omicron, monetary policy changes, inflation, and debt ceilings. Slome, CFA, CFP®. All these risks and fears are nothing new.

Healthcare 52

Healthcare Government Pharmaceutical CFP 52

Investing Caffeine

AUGUST 4, 2022

S o far, 2022 has been a volatile year in the financial markets, and as a result, investors have been on an emotional rollercoaster, questioning whether we are going into a recession, or are already in one? Slome, CFA, CFP ®. “ Recession is when your neighbor loses his job. Depression is when you lose yours.” Ronald Reagan.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

JUNE 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.

Economy 59

Economy Government Economics CFP 59

Sara Grillo

DECEMBER 12, 2022

Others feel that is too subjective a decision and that the client should be given the full information that way they are informed enough to judge for themselves. Matt Pruitt, CFP®, CFA®. Matt holds the CFP® and CFA® designations and lives in Minneapolis, MN with his wife and two young girls. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Who doesn’t want to make a fortune by correctly predicting the stock market?

Compliance 87

Compliance Budgeting Accounting Insurance 87

Investing Caffeine

MAY 3, 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. I know what my answer is. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

NOVEMBER 1, 2021

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. Obviously, these investment pillars can reverse directions and create headwinds for investors. www.Sidoxia.com.

Government 52

Government Valuation Economics Investing 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

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 52

Investing Investments Risk Tolerance Portfolio 52