Investing Caffeine

JUNE 1, 2022

It was time to freshen up the digital scenery. Check out our new and improved website (Sidoxia.com). www.Sidoxia.com. After almost a decade, we decided to revitalize our website (Sidoxia.com). We invite you to stop by and explore our brand new website – its first facelift since 2013. By visiting the site, you can get a bird’s-eye view of our workplace, read our monthly blog (Investing Caffeine), meet the Sidoxia team, watch informative videos, make an appointment, or you can simply contact

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Integrity Financial Planning

JUNE 1, 2022

In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? What Warren Buffet has to say about managing a portfolio might be a bit different than what’s best for you. What does Brian think you should pay attention to? When balancing assets in your portfolio, remember to keep the whole picture in mind.

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Investing Caffeine

JUNE 1, 2022

I t was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). But there are clouds on the horizon. Although the economy is currently very strong (i.e., record corporate profits and a generationally low unemployment rate of 3.6% – see chart below), some forecasters are predicting a recession duri

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Elevating Your Business

JUNE 1, 2022

If you have an email list of over 2,000 subscribers and want to reduce your email marketing costs, consider Sendy. I've been using this email newsletter program since 2016. It is also useful if you have multiple email lists to manage. What is Sendy? Sendy is a newsletter or ezine service that makes it possible. The post Sendy for Large Email Lists and Savings appeared first on Women Financial Advisor Coach Consultant.

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Twenty Over Ten

JUNE 1, 2022

The month of June is heating up with some brand new content. From risk management tips to summer financial advice and more, we can’t wait for you to check out this month’s library. Learn more below!

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Financial Advice Risk Management Management 52

Gen Y Planning

JUNE 1, 2022

With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who would have thought that bonds would have their moment in the sun? Bonds have a reputation for being the safe and stable alternative to risky, daredevil stocks. Their reliable returns and ability to produce income make them integral in any well-diversified portfolio but typically keep them out of the spotlight.

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Investment Planning Investing Investments Planning 52

Conneqtor

JUNE 1, 2022

As someone who’s been using video conferencing for some time I know for a fact that Zoom does not kill creativity, especially for financial advisors.

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Norman Marks

JUNE 1, 2022

I want to thank everybody for answering my quick survey on the IIA’s GAIT Methodology. As a reminder, the IIA decided to ‘retire’ the Methodology as they were only getting a few downloads. I don’t believe they knew how many companies are using it as an essential tool in defining an efficient and effective scope […].

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Retirement 45

Twenty Over Ten

JUNE 1, 2022

Choosing the best website provider for your financial planning business can be tricky with so many options.

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Financial Advisor Financial Planning Planning 52

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Zajac Group

JUNE 1, 2022

Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs are a taxable event in your life, as well as a financial planning conundrum : Are you better off hanging onto the vested company stock you now hold, or selling them, to reinvest the proceeds elsewhere?

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Taxes Sales Investing Investments 52

The Richer Geek

JUNE 1, 2022

Today's guest is none other than Johnny Wolf. which is elevating the home sharing concept to a new level. Johnny Wolff is the CEO and Founder of HomeRoom Coliving – one of the fastest- growing coliving companies in the United States. After starting his career as a financial analyst in Silicon Valley (EA, SanDisk, Guidespark), he relocated to Austin, Texas to pursue real estate investing fulltime.

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