Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Learn how to avoid these missteps and expand your wealth. Register Here To Attend Replay will also be made available and posted to Investing Caffeine.

Portfolio 111

Portfolio Investing Investments CFP 111

International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

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. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Economy Sales 52

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: J.P.

Marketing 86

Marketing Marketing Wealth Management Portfolio 86

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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Mar. www.Sidoxia.com Wade W.

Economy 59

Economy Economics License CFP 59

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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024). www.Sidoxia.com Wade W.

Economy 98

Economy CFP Economics Accounting 98

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. Slome, CFA, CFP ® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Apr. The S&P 500 rose +3.5% But not everyone escaped unscathed.

Banking 105

Banking Economy Economics Government 105

Sara Grillo

APRIL 10, 2023

I am an irreverent and fun marketing con We’ve got a great party crew here today. 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.

Investing 52

Investing Investments CFP Financial Advisor 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. One only needs to complete a B.Com degree to pursue an M.Com.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

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% stock market almost back to where it began the month. International stocks even managed to increase nearly 1%, while the U.S.

CFP 52

CFP Economy Investment Advisor Financial Market 52

Sara Grillo

AUGUST 14, 2023

How large the extent of the conflict matters, as well as how it is managed and disclosed. If an AUM advisor is managing a $5MM account, and a client comes in and says, “I’m taking half of this to buy a commercial property”, the AUM advisor is essentially taking a 50% pay cut. And they are supposed to advise in your best interest?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

NOVEMBER 20, 2023

Finally, although no one likes a down year in the financial markets, it can be a good time for Roth conversions given the reduced market value. This is just another reason why it often makes sense to consider your financial situation, cash flow needs, and tax situation annually alongside various financial planning opportunities.

Retirement 82

Retirement Distribution Taxes Accounting 82

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

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. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. The post What to Do With Cash When Interest Rates Rise appeared first on Darrow Wealth Management.

Accounting 76

Accounting Banking Certification Government 76

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. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Investing Caffeine

MARCH 1, 2024

One way to maximize return is to lower costs, including lower management fees, fund fees, and transaction costs. At Sidoxia Capital Management , we have experienced this marvel on many of our investments, including our exponential gains in Amazon.com, which we first purchased in 2008 at s split-adjusted price of about $2.95

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

International College of Financial Planning

MAY 1, 2023

To excel as a financial advisor, you need to possess a specific set of skills and qualities. Financial advisors who succeed are usually effective communicators, capable of clarifying complex financial concepts in easyto-understand language.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Yardley Wealth Management

OCTOBER 6, 2021

appeared first on Yardley Wealth Management, LLC. Garry, Esquire, CFP©, MBA Founder & CEO. When it does, uncertainty has spiked as well, wreaking havoc on commerce, the economy, job markets, real estate, and financial markets. appeared first on Yardley Wealth Management, LLC. What We Know.

Wealth Management 52

Wealth Management Certification Economy CFP 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.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Investing Caffeine

OCTOBER 2, 2023

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). For the time being, betting on a soft economic landing over an imminent recession could be a winning use for that cash in your wallet. www.Sidoxia.com Wade W.

Economics 52

Economics Economy CFP Government 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. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial Manager.

Compliance 88

Compliance Budgeting Accounting Insurance 88

Investing Caffeine

JULY 5, 2023

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 3, 2023). Therefore, contrary to popular belief, fighting the Fed may actually lead to knockout returns for investors. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Accounting 52

Accounting CFP Investing Investments 52

Investing Caffeine

JANUARY 3, 2023

Slome, CFA, CFP ®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Jan. With the change of the calendar, a messy 2022 could turn into a spick-and-span 2023. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Transportation CFP Investing 59

Darrow Wealth Management

AUGUST 29, 2022

While the same set of circumstances that may be the hallmark of one crisis or market downturn won’t exactly mirror the next, the headlines probably have a lot more in common than you’d think. In the financial markets, the most extreme volatility is typically driven by bouts of uncertainty. Disclosures. Price return.

Investing 92

Investing Investments Wealth Management CFP 92

Investing Caffeine

MAY 3, 2023

Getting to Your Number ). · DIY or Hire Advisor: When it comes to managing your investments, do you plan on doing it yourself (DIY) or hiring a financial advisor? Slome, CFA, CFP ® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2023).

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (September 1, 2023).

Economics 52

Economics Economy Government CFP 52

Investing Caffeine

FEBRUARY 1, 2023

Slome, CFA, CFP ® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Feb. It may not be time to bust out the sunscreen quite yet, but the dark economic clouds of 2022 appear to be lifting slowly. www.Sidoxia.com Wade W.

Economy 59

Economy Economics CFP Investing 59

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 59

Electronics Economy CFP Government 59

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. Sidoxia should be able to assist you in identifying an appropriate investment manager. Slome, CFA, CFP®. What Now for 2022?

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Trade Brains

MARCH 28, 2023

What are Mutual Funds Mutual Fund is a collective investment vehicle that collects & pools money from various investors and invests it in equities, bonds, government securities, and money market instruments. Money that has been collected and flows into the Mutual Fund schemes is invested by professional fund managers.

Banking 52

Banking Investing Investments Management 52

Investing Caffeine

JUNE 1, 2022

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (June 1, 2022). DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in BRK.B/A

Economy 59

Economy Government Economics CFP 59

Investing Caffeine

NOVEMBER 1, 2021

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2021). Until then, don’t be startled if there is more green flood rather than red blood. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Government 52

Government Valuation Economics Investing 52

Investing Caffeine

MARCH 1, 2022

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2022). 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.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

FEBRUARY 1, 2022

In the face of this scary period, the stock market (S&P 500) still managed to approximately climb a respectable +22% (albeit with some volatility). Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). www.Sidoxia.com.

Math 52

Math Assets Investing Investments 52