International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. 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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Investing Caffeine

JANUARY 3, 2022

But with that said, despite lacking the skill of 100% clairvoyance, my investment firm Sidoxia Capital Management and our strategies have performed quite well over the long-run for numerous reasons. As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. This excludes financial market changes in the value of our investments, which we track separately.

Planning 143

Planning Retirement Planning Taxes Insurance 143

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. SVB executives added gasoline to the fire by making risky investments long-term dated government bonds. billion loss on their risky investment portfolio and the subsequent necessity to raise $2.3

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

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

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors. Source: BlackRock 2.

Marketing 85

Marketing Marketing Wealth Management Portfolio 85

Your Richest Life

APRIL 14, 2023

All that being said, timing the housing market is a bit like timing the financial markets. This can be totally free, or you can invest in a storage facility to hold your decorative, personal and seasonal items that don’t need to be in your home for showings. It can be a losing game. How Much House Can You Afford?

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Marketing Marketing Financial Planner Sales 105

Investing Caffeine

AUGUST 2, 2023

The pace of gains is not sustainable forever, so it’s important to have a disciplined process in place to manage the risk of over-extended, over-valued investments, which is exactly what we do at Sidoxia Capital Management. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Please read disclosure language on IC Contact page.

Marketing 52

Marketing Marketing Economy Sales 52

Investing Caffeine

MARCH 1, 2024

Regardless, the goal of long-term investing is to master the art of maximizing returns and limiting taxes subject to your risk tolerance. How does one create an investment masterpiece? You can think of these investment costs as a leaky faucet. The same principle applies to investment fees/costs. I think not.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Darrow Wealth Management

AUGUST 29, 2022

Investing during periods of volatility can be difficult, especially when markets seem arbitrary. Whether you’re a long-term investor trying to understand market moves or are concerned about your portfolio considering the downturn, here are nine charts every investor should see. Just not in the stock market.

Investing 91

Investing Investments Wealth Management CFP 91

Bell Investment Advisors

JUNE 17, 2022

Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. stock market declined for several sessions until it was 5.5% bond market was also down over 10% before May’s small recovery. The post The Silver Lining of Volatility appeared first on Bell Investment Advisors.

CFP 52

CFP Economy Investment Advisor Financial Market 52

Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. and international stocks into bear market territory. The post Bear Market June appeared first on Bell Investment Advisors. These June losses pushed both U.S.

Marketing 52

Marketing Marketing CFP Economics 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Bell Investment Advisors

SEPTEMBER 2, 2022

Forrest Bell, CFP®. The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out in the second half of the month. equity market rose nearly 5% on continued optimism for an upcoming pivot in the Fed’s interest rate hiking campaign.

Economics 52

Economics CFP Investment Advisor Financial Market 52

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. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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 check out his podcast and books for more info. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 14, 2023

The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal. Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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. Are you looking for a financial advisor?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

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. Here are some options: 1.Certified

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

Investing Caffeine

JULY 5, 2023

Source: The Financial Times (FT) Dumb Rules of Thumb Wall Street is notorious for providing rules of thumb and shortcuts for the masses, but if investing was that easy, I’d be retired on my private island consuming copious amounts of coconut drinks with tiny umbrellas. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Accounting 52

Accounting CFP Investing Investments 52

Investing Caffeine

OCTOBER 2, 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.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

MAY 3, 2023

Rather than constantly scrolling through headlines on your mobile phone news app, here are some areas of focus and questions you should be asking yourself: · Investment Strategy: What type of investment strategy should you be utilizing to reach your retirement goals? Diversification: How diversified are your investments?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. You have to go back to the peak pessimism during the COVID-19 market panic or to the global financial crisis of 2008 to find a time when they touched this ratio for even a brief period of time.

Economy 52

Economy CFP Investment Advisor Marketing 52

Investing Caffeine

MAY 2, 2022

Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

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. Please read disclosure language on IC Contact page.

Economics 52

Economics Economy Government CFP 52

International College of Financial Planning

MAY 1, 2023

Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning. To excel as a financial advisor, you need to possess a specific set of skills and qualities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

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

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals. Your risk tolerance will influence your investment strategy and asset allocation.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Investing Caffeine

JANUARY 3, 2023

The stock market receives most of the media glory and reporting, however the bond market is the Rodney Dangerfield of asset classes, it “gets no respect.” Typically, during weak stock markets (i.e., Slome, CFA, CFP ®. With the change of the calendar, a messy 2022 could turn into a spick-and-span 2023. www.Sidoxia.com.

Economy 59

Economy Transportation CFP Investing 59

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

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals. Your risk tolerance will influence your investment strategy and asset allocation.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Darrow Wealth Management

OCTOBER 10, 2022

Good news is hard to find in the financial markets this year. High-yield savings accounts and money markets. When you buy a CD, you agree to keep your money invested in the CD for a certain period of time, in exchange for a stated interest rate. But there is one silver lining: cash is worth something again. government.

Accounting 75

Accounting Banking Certification Government 75

Investing Caffeine

JUNE 1, 2022

Apparently, the world’s greatest investor of all-time thinks that all this gloomy recession talk is creating lots of stock market bargains, which explains why Buffett has invested $51 billion of his cash at Berkshire Hathaway as the stock market has gotten a lot more inexpensive this year. Slome, CFA, CFP®.

Economy 59

Economy Government Economics CFP 59

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

Investing Caffeine

NOVEMBER 1, 2021

Fortunately, for those invested in stocks, they experienced the opposite this last month – a flood of green (new all-time record highs), despite a whole host of frightening factors, including the following: · Inflation. Valuations (How cheap or expensive is the market?). Slome, CFA, CFP®. Supply chain disruptions.

Government 52

Government Valuation Economics Investing 52

Investing Caffeine

MARCH 1, 2022

It’s virtually impossible to predict a short-term bottom in stock prices has been reached, but over the long-run, stock investors have been handsomely rewarded for not panicking and staying invested (see chart below). Slome, CFA, CFP®. Source: Marketsmith. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economics 59

Economics Accounting Advertising CFP 59