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No Pain, No Gain

Investing Caffeine

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.

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Insane Gain After Fed & Ukraine Pain

Investing Caffeine

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? Despite the Fed raising interest rates from 0% to 2.5%, the stock market increased dramatically over that timeframe. Slome, CFA, CFP®. www.Sidoxia.com.

Economy 59
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From Rocket Ship to Roller Coaster

Investing Caffeine

Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. 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®. www.Sidoxia.com.

Math 52
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. transgender male and female investors.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Chris Randall.

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This year’s Wild Crypto Debate

Sara Grillo

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. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later. They love to travel, bake, and swim.

License 52
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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

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’s given over 600 presentations to more than 10,000 financial professionals since 2015.