Nerd's Eye View

MAY 21, 2025

Additionally, the proposal would introduce new categories of eligible 529 plan expenses (including one that would potentially make the cost of attaining and maintaining the CFP designation eligible for 529 plan funds) and reforms to HSA (including doubling the maximum annual contribution to over $16,000 for households with family health coverage).

Taxes

Investing Caffeine

APRIL 1, 2025

Slome, CFA, CFP Plan. Depending on how these tariff events unfold, we will soon find out whether Liberation Day will awaken the bear to hunt for bulls or send it into deep hibernation. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter ( April 1, 2025 ).

Economy

Investing Caffeine

JUNE 2, 2025

If the administration succeeds in establishing fairer rules for a level trading field, increasing government revenue, and narrowing the trade deficit, then history will likely view President Trumps tariff policy favorably. Slome, CFA, CFP Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and abroad. But, it is what it is, as we all like to say.

Economics

Investing Caffeine

MARCH 25, 2025

Why invest in government Treasuries when you could invest in your own company, compounding at rates greater than 10%? In my letter, I attempted to remind management of the importance of upholding its rigorous corporate governance standards and exercise its fiduciary duty when it comes to the companys allocation strategy.

Investing

Investing Caffeine

JANUARY 2, 2025

Slome, CFA, CFP Plan. Regardless of the outcome this year, history teaches us the time in the market is much more important than timing the market. This philosophy has served Sidoxia Capital Management and its clients well over the long-run. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Marketing

Investing Caffeine

JULY 1, 2025

Slome, CFA, CFP® Plan. If tariff clarity improves, interest rate cuts materialize, and AI capital spending accelerates, a “boring” market could rapidly turn into a soaring one. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 1, 2025).

Marketing

Investing Caffeine

MAY 1, 2025

Slome, CFA, CFP Plan. If investors obtain some tariff clarity, trade deal announcements, and/or tax-cut legislation progress, the queasy stock market rollercoaster ride could turn to smooth sailing. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2025).

CFP

Investing Caffeine

AUGUST 1, 2025

SPACs (Special Purpose Acquisition Companies)—often criticized for poor governance—are staging a comeback. Slome, CFA, CFP® Plan. Combined, all these trends raise concerns about froth, which investors have experienced at previous peaks. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Valuation

International College of Financial Planning

JUNE 13, 2025

Mutation of property after death is the process of updating government records — especially municipal and property tax records — to reflect the names of new legal owners. And it was the first real step toward bringing order back into their lives. Mutation – The Missing Link Most People Ignore Next came mutation. That wouldn’t change.

Certification

Nerd's Eye View

DECEMBER 6, 2023

Financial coaches can address topics such as real estate, commodities futures, non-variable insurance, and government securities (none of which are included in the Investment Advisers Act's definition of a security), offer non-specific advice about investments to a general audience, and even obtain industry designations (like the CFP marks) without (..)

Investments

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. From the business : Legal business name and all DBA names Physical address (not a P.O.

License

International College of Financial Planning

JANUARY 18, 2023

He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. Consider the CFP course. Mr. Thukral explained that this advanced CFP course would help you become a certified financial planner and gain the skills needed to provide sound financial advice to your clients. He discussed his insights. He discussed his insights.

Certified Financial Planner

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

Certified Financial Planner

Investing Caffeine

DECEMBER 1, 2022

Quantitative Tightening and rate hikes), in conjunction with less government spending (i.e., improving government deficit), has led to a dramatic drop in money supply growth (actually negative growth), hence creating a better outlook for inflation. Slome, CFA, CFP®. Source: Calafia Beach Pundit. www.Sidoxia.com.

Economy

NAIFA Advisor Today

AUGUST 1, 2024

NAIFA’s Committee on Governance has nominated John Wheeler , CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary.

CFP

Darrow Wealth Management

OCTOBER 10, 2022

When you buy a government bond, assuming you hold it to maturity, you will get a guaranteed rate of return. government. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. T-bills mature in a year or less and notes between two and 10 years. Banks issue CDs, not the U.S.

Accounting

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

An ABLE account is a tax-advantaged savings account that allows individuals with a disability and their families to save and invest money without losing certain government benefits (i.e. candidate for cfp® certification. It b ecame law on Dec. SSI, SSDI, Medicaid). What are considered qualified expenses for ABLE accounts?

Accounting

Indigo Marketing Agency

APRIL 28, 2023

Unix SME / IA SME / IAM at SPAWAR SSC PAC” This is an actual headline for a government contractor in my network. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

Certified Financial Planner

Your Richest Life

SEPTEMBER 2, 2022

NOTE: Last fall, the government offered a limited PSLF waiver to allow borrowers to receive a credit for repayments they made in the past that would not normally qualify for the program. (We At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Planning

International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. Regulatory authorities in finance are independent public agencies or government bodies tasked with overseeing specific sectors.

Financial Advisor

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

government and can be bought by creating an account at treasurydirect.gov. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Alicia Vande Ven , M.S.,

Accounting

Tobias Financial

APRIL 5, 2023

Some grew up in countries with political and economic instability and built distrust toward government or investing in the stock market. Their idea about money and retirement tends to be very different due to various factors.

Clients

International College of Financial Planning

JULY 10, 2023

Additionally, acquiring relevant certifications and qualifications such as a postgraduate degree in finance, chartered financial analyst (CFA) designation, or certified financial planner (CFP) certification can enhance credibility and employability. Critical skills for investment advisors include: Strong analytical abilities.

Financial Advisor

Tobias Financial

AUGUST 10, 2023

In its statement, Fitch cited “expected fiscal deterioration over the next three years, erosion of governance, and a growing general debt burden” as reasons for the downgrade. These concerns are intimately tied to the projected fiscal challenges and governance issues in the United States.

CFP

Your Richest Life

JANUARY 29, 2024

government-backed short term debt securities. We’ve already covered the T-bill basics: it is a short-term, government-backed security with low risk (and generally, a lower reward.) They are the shortest-term government investment available, and mature between four weeks and one year. Should you include T-bills in your portfolio?

Government

Investing Caffeine

JUNE 1, 2023

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. Slome, CFA, CFP® Plan. Source: Calafia Beach Pundit Overall stock market performance has been a mixed-bag at best. www.Sidoxia.com Wade W.

Engineering

Investing Caffeine

JUNE 1, 2022

Due to trillions of dollars in increased stimulus spending and Federal Reserve Quantitative Easing (bond buying), we experienced an explosion in the government deficit and surge in money supply growth (i.e., MONEY SUPPLY GROWTH% (M2) VS. GOVERNMENT DEFICIT. Slome, CFA, CFP®. Source: TradingEconomics.com. www.Sidoxia.com.

Economy

International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. Achieving them typically involves: Completing a dedicated education program.

Certified Financial Planner

Investing Caffeine

SEPTEMBER 2, 2022

The subject of politics is not my strong suit, so perhaps only time will tell whether the net result of two large pieces of government legislation totaling more than $1 trillion (Inflation Reduction Act and Student Loan Forgiveness) will accelerate growth in the economy (Real GDP) or hasten the pace of inflation. Slome, CFA, CFP ®.

Marketing

Envision Wealth Planning

MARCH 16, 2022

As a CERTIFIED FINANCIAL PLANNER ™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” The government doesn’t trust most of us to pay our tax bills so they have our employers take it out, on our behalf. I believe in CFP® professional and Chartered Retirement Planning Counselors.

Certified Financial Planner

Investing Caffeine

MAY 2, 2022

Slome, CFA, CFP®. 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.”.

Economy

Investing Caffeine

MARCH 1, 2023

However, with near record-low unemployment ( 3.4% ) and multi-trillion dollars in government stimulus still working its way through the system, others see an economic soft landing. Slome, CFA, CFP ® Plan. Under this scenario of maintaining a comfortable altitude, I guess I can put my pilot training on hold. www.Sidoxia.com Wade W.

Economy

Investing Caffeine

NOVEMBER 1, 2021

Expanding government deficits and debt (stimulus/infrastructure). Government debt ceiling negotiations. Slome, CFA, CFP®. . · Federal Reserve monetary policy. COVID variants. Evergrande’s impact on China and commercial real estate. Cryptocurrency volatility. Declining corporate profit margins. Meme stocks. · And more…boo!

Government

Investing Caffeine

JANUARY 2, 2024

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

Economy

Inside Information

JULY 31, 2022

Doctors, lawyers and accountants have all achieved government recognition of their professional status. The other elephant in the room is the CFP Board, which has, at various times, explored becoming a regulatory body. In our interview, Moore pointed out that literally anybody can hang out a shingle as a financial planner.

Financial Planner

Darrow Wealth Management

JUNE 15, 2022

When you buy a government bond, assuming you hold it to maturity, you will get a guaranteed rate of return (yield to maturity). While not a long-term investment strategy or a way to build wealth, short-term government bonds have some appealing use cases. Treasuries are liquid, safe, and backed by the American government.

Government