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®. www.Sidoxia.com.

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Economy Government Economics CFP 59

Investing Caffeine

SEPTEMBER 1, 2023

from the sky-high inflation number of 9.1% Post-COVID supply chain constraints and disruptions have eased too, which have helped choke down the high inflation numbers. Slome, CFA, CFP® Plan. a year ago ( see chart below ). Meanwhile, the economy continues to grow (+2.0% www.Sidoxia.com Wade W.

Economics 52

Economics Economy Government 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 45

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Investing Caffeine

APRIL 1, 2022

Well, besides combing the job boards in search of hiring a scarce number of qualified workers, investing in technology to improve productivity, and expanding geographically to grow revenues, companies are also returning gobs of cash to investors in the form of record, swelling dividends and share buybacks ( see charts below ).

Economy 59

Economy Economics Valuation Investing 59

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. She obtained her CFP designation in 2003. in English Language and Literature.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” Matt Pruitt, CFP®, CFA®. Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation. Doug Twiddy. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Bell Investment Advisors

JUNE 29, 2023

Let’s start by hearing from you about both the stock and bond market this year. Slide 4: Mid-Year Market Recap 03:00 Ryan Kelley: Right. All these numbers are as of June 16. stock market as represented by the Russell 3000 had a total return of about 15%. And this was actually true of a number of banks.

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Marketing Marketing Banking Numbers 52

Your Richest Life

APRIL 14, 2023

All that being said, timing the housing market is a bit like timing the financial markets. Power washing your home and driveway, adding new house numbers and sprucing up the mailbox can also net you more for your home sale. The post 2023 Housing Market: Selling a Home This Year appeared first on Your Richest Life.

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Marketing Marketing Financial Planner Sales 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. 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 26, 2024

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. They love to travel, bake, and swim.

License 52

License Certified Financial Planner Financial Advisor CFP 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. What we’ve seen in 2022 is that there were a number of hacks. Wright: So is cash.

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Investing Investments CFP License 52

Investing Caffeine

FEBRUARY 1, 2024

Q4 – GDP ) have all contributed to the continuing bull market run. Source: Yardeni.com Consumer spending is the number one driver of economic growth, and consumers remain relatively confident about future prospects as seen in the recently released Conference Board Consumer Confidence numbers released this week ( see chart below ).

Government 52

Government CFP 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

Investing Caffeine

MAY 1, 2024

Nevertheless, Federal Reserve Chairman, Jerome Powell, has been hawkishly candid in his recent commentary, indicating he will be “data dependent” and let the forthcoming economic numbers guide the Fed’s monetary policy on future interest rate decisions. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Economy 52

Economy Economics Financial Planning Planning 52

Investing Caffeine

OCTOBER 1, 2024

economy has been leading developed countries during the post-COVID recovery period, China’s financial system has been struggling due to a collapsing real estate market and deteriorating consumer spending. Slome, CFA, CFP® Plan. Source: Trading Economics China Chugs Higher While the U.S. So far, the adrenaline is doing its job.

Economy 52

Economy Economics Government CFP 52

The Better Letter

JANUARY 12, 2023

The rate increases, he forecast, would come in increments so small that financial markets would barely feel them. ” As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” The year’s closing level was 3,839. .","username":"MJNewfield","name":"Snarky

Economy 118

Economy Economics CFP Management 118

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?

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CFP Financial Planner Ethics Financial Planning 80

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

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. They eventually get a CFP and they go to the advisory side. Rule number nine from Bob Farrell.

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Numbers Banking Management Marketing 147

Indigo Marketing Agency

JANUARY 25, 2025

FMG Suite won for their Holiday Advent Calendar Campaign in the Digital Marketing Campaign category. Carl Richards Reason to Follow: Master of simplifying complex financial concepts Carl Richards, CFP, aka The Sketch Guy, is a master of breaking down complex financial topics into simple, relatable concepts.

Financial Advisor 52

Financial Advisor CFP Education Clients 52

Investing Caffeine

MARCH 3, 2025

On the surface, this sounds like a very large number, and it is. So, while tariffs make for great scary headlines, the reality of the numbers paints a different picture. Source: Trading Economics Financial markets end up in the rough plenty of the time, which often results in performance scorecard bogeys.

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