Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

Investment Writing

JUNE 18, 2025

Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. Clarity – The world and financial markets are very dynamic, intertwined, and complex. I believe these conclusions still apply. ” The image below gives a visual overview of the responses.

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Investing Investments Clients Communication 52

A Wealth of Common Sense

JULY 17, 2025

Posted July 17, 2025 by Ben Carlson A reader asks: I’m in my last year studying financial econ and looking to get into advising or wealth management. But I was looking exclusively for portfolio management roles. I was working in the institutional investment management space, not wealth management.

CFP 71

CFP Wealth Management Advertising Portfolio Management 71

Discipline Funds

FEBRUARY 28, 2025

And on average the global financial markets are 45/55 stocks/bonds so most of us prefer a much safer component of our portfolios to complement the stock allocation. It feels like things are starting to get more interesting in the global economy and financial market so I hope you get some rest this weekend.

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Assets Economy Portfolio Financial Market 69

Yardley Wealth Management

JULY 9, 2025

The post How Much Do You Really Know About Stock Market Indexes? appeared first on Yardley Wealth Management, LLC. How Much Do You Really Know About Stock Market Indexes? Understanding Points vs. Percentage Moves You’ve probably seen headlines about the market “dropping 500 points” or “soaring 800 points.”

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Trade Brains

JUNE 11, 2025

The HDFC Bank share continues to play a defining role in India’s financial markets, particularly in 2025. are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

Banking 59

Banking Economics Investing Investments 59

Trade Brains

JUNE 15, 2025

Foreign Institutional Investors (FIIs) are significant players in global financial markets,comprising various entities such as mutual funds, pension funds, and hedge funds, among others. are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses.

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Trade Brains

JULY 3, 2025

BNP Paribas Financial Markets is a key division of BNP Paribas, offering a broad range of financial solutions, including equities, derivatives, fixed income, and structured products. The division plays a vital role in global capital markets through innovation and market expertise. per share, increasing around 0.30

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Banking Food Financial Market Risk Management 52

Trade Brains

JUNE 30, 2025

It was established in 1992 with the intent of bringing transparency and efficiency to the financial markets in India. are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

Electronics 52

Electronics Insurance Valuation Investment Advisor 52

Darrow Wealth Management

FEBRUARY 26, 2025

Swings in the financial markets also highlight the benefitsand limitationsof diversification. During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Last reviewed February 2025] The post Are Bonds Safe During a Recession or Market Crash?

Marketing 54

Marketing Marketing Retirement Portfolio 54

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Trade Brains

JUNE 15, 2025

Central Depository Services (India) Ltd CDSL is one of India’s two central securities depositories, providing electronic holding of securities and facilitating settlement of trades in the stock market. are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses.

Manufacturing 59

Manufacturing Electronics Engineering Distribution 59

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Right now, your clients dont just need portfolio management; they need perspective.

Communication 69

Communication Financial Advisor Marketing Marketing 69

Nationwide Financial

AUGUST 14, 2024

Investment managers have a range of technical indicators in their toolboxes that can help them assess market conditions. Credit spreads are one of the more reliable indicators—and one that has historically been a proverbial “canary in a coal mine” for signs of future trouble in the financial markets.

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Economics Economy Government Marketing 52

Random Roger's Retirement Planning

NOVEMBER 21, 2024

Nouriel Roubini is one of the managers of the newly listed Atlas America Fund (USAF). From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. Offering diversified exposure to U.S. RAAX is much more volatile.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Investing Caffeine

MAY 1, 2025

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2025). Slome, CFA, CFP Plan. Subscribe Here to view all monthly articles.

Media 52

Media Economy Investing Investments 52

Trade Brains

JUNE 25, 2025

It was established in 1992 with the intent of bringing transparency and efficiency to the financial markets in India. are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

Electronics 52

Electronics Investment Advisor Government Consulting 52

Harness Wealth

MARCH 27, 2025

As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. How Harness can help FAQs on Secondaries What is the secondary market? The secondary market involves several key transaction types as well as participants. real estate.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Investing Caffeine

NOVEMBER 3, 2024

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2024). Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

Economy 52

Economy Economics CFP Government 52

The Better Letter

JANUARY 2, 2025

For would-be market experts, their Kobayashi Maru is a public market target, most often included in an annual market preview publication. To BNY Mellon Wealth Management, it was to be “a healthy and welcome slowdown.” It’s an expected part of the gig. Chaos theory establishes as much.

Management 106

Management Marketing Marketing Economics 106

Trade Brains

JULY 19, 2025

Such actions can directly impact the financial markets and the value of an investor’s holdings. Focus Business Solution Ltd Focus Business Solution Limited is a financial services company specializing in debt collection and recovery for banks, NBFCs, and financial institutions.

Professional Services 59

Professional Services Consulting Financial Services Investment Advisor 59

Nationwide Financial

AUGUST 14, 2024

Annuities offer several pension-like features such as steady, reliable income and opportunities to capture growth from investments in the financial markets. Building the share of annuity business in your practice can lead to greater client retention and growth of assets under management.

Clients 52

Clients Retirement Financial Planning Planning 52

Tobias Financial

APRIL 8, 2025

Recent headlines around escalating tariffs have rattled the financial markets, leaving many retirees understandably concerned. At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Investing Caffeine

DECEMBER 2, 2024

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (December 2, 2024). Slome, CFA, CFP® Plan. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Valuation Economics 52

Investing Caffeine

JUNE 2, 2025

Tariffs and trade have dominated the media headlines since the beginning of the year, creating a volatile rollercoaster ride in the financial markets and broader economy. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (June 2, 2025). and the U.K. Slome, CFA, CFP Plan.

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Economics Economy Taxes Manufacturing 40

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. My name is Laurent Harrison.

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Economics Portfolio Taxes Numbers 52

The Big Picture

APRIL 24, 2025

There are (usually) multiple routes between any two random points, and the map in your brain can easily manage it. e.g., Executive orders on deportation, fighting Universities, threatening law firms, due process, Greenland, and the one that matters a great deal to the financial markets, who is the Federal Reserve Chairman… 2.

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Economy Economics Management Financial Market 268

Trade Brains

JUNE 22, 2025

The 200-day moving average (200 DMA) is a widely used technical indicator in financial markets. are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. It is calculated by taking the average closing prices of a security over the past 200 days.

Manufacturing 59

Manufacturing Engineering Distribution Food 59

The Big Picture

FEBRUARY 4, 2025

I found this to be absolutely fascinating and I think you also, with no further ado, my discussion with Apollo Global managements to in Slack. So we would go to pimco, BlackRock, Brevin, Howard, all the hedge funds, all the real money managers. But why the US is so much better situated than Europe or China and most of Asia.

Economy 253

Economy Banking Economics Taxes 253

Trade Brains

JUNE 12, 2025

Unified Data-Tech Solutions Limited With a market cap of Rs. As per the latest bulk deal, BNP Paribas Financial Markets purchased around 1.02 lakh equity shares in Unified Data-Tech Solutions, via an open market transaction on BSE. are their own, and not that of the website or its management. 364 on Thursday.

Electronics 52

Electronics Distribution Investment Advisor Consulting 52

Trade Brains

JULY 20, 2025

RBL Bank Ltd RBL Bank Limited specializes in services under five business verticals: Corporate Banking (C&IB), Commercial Banking (CB), Branch and Business Banking (BBB), Retail Assets, and Treasury and Financial Markets Operations. With a market capitalization of Rs 16,030.65 crore, the shares closed at Rs 263.15

Electronics 59

Electronics Manufacturing Retail Banking 59

Investing Caffeine

JANUARY 2, 2025

This philosophy has served Sidoxia Capital Management and its clients well over the long-run. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2025). www.Sidoxia.com Wade W. Slome, CFA, CFP Plan. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing CFP Investing 52

Investing Caffeine

JULY 1, 2025

would bomb key nuclear sites in Iran, would you have guessed that Middle East stability would follow—and that global financial markets would soar to record highs? While geopolitical dynamics remain fluid, markets shrugged off the chaos. If I told you at the beginning of the year that the U.S. Slome, CFA, CFP® Plan.

Marketing 52

Marketing Marketing Economy Insurance 52

Midstream Marketing

DECEMBER 10, 2024

It improves client experiences and helps with their marketing efforts. Adding these tools for modern marketing to your wealth management services practice can help you automate tasks. You will have extra time to connect with clients and provide them with good financial advice. Advisors can manage follow-ups easily too.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Trade Brains

JUNE 16, 2025

The 200-day moving average (200 DMA) is a widely used technical indicator in financial markets. LTTS offers services like product design, development, and lifecycle management, and is known for its expertise in digital transformation, IoT, AI, and automation. With a market capitalization of Rs.

Electronics 59

Electronics Retail Manufacturing Engineering 59

Abnormal Returns

MARCH 7, 2025

AI Shane Parrish talks AI with Josh Wolfe, co-founder and managing partner of Lux Capital. youtube.com) Joe Weisenthal and Tracy Alloway talk efficient markets with Eugene Fama and David Booth. epsilontheory.com) Joe Fahmy talks with Jay Woods, Chief Global Strategist at Freedom Capital Markets, about his career in financial markets.

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Financial Market Management Marketing Marketing 147

Investing Caffeine

MAY 1, 2025

For those of us strapped daily into the financial market seat, it has felt like an endless rollercoaster ride since that eventful day. Initially, after the April 2 nd announcement, the stock market experienced a scary free fall. Remember Liberation Day the day reciprocal tariffs were announced? Slome, CFA, CFP Plan.

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CFP Taxes Financial Market Investing 52