Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), or downturn in the financial markets that could occur at any time is just common sense. Asset allocation. Consider U.S.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. It was developed a decade ago and is a key input into our asset allocation decisions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. 1 But as the market ups and downs that began back in 2020 have persisted, there are forces of human nature that can cause clients to act rashly.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Investing Caffeine

MAY 2, 2022

Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Source: TradingView chart with Sidoxia notations. So, that’s the bad news. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Investments 59

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (April 1, 2022). www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investments 59

Investing Caffeine

MARCH 1, 2022

Although the stock market as measured by the S&P 500 index has gone gangbusters over the last three years, almost doubling in value (2019: +29%, 2020: +16%, 2021: +27%), the S&P 500 has hit an air pocket during the first couple months of 2022 (-8%), including down -3% in February. www.Sidoxia.com. Slome, CFA, CFP®.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. www.Sidoxia.com.

Math 52

Math Assets Investments Investing 52

WiserAdvisor

JANUARY 8, 2023

The year 2022 had its ups and downs. The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. Click to compare vetted advisors now.

Financial Advisor 40

Financial Advisor Investments Investing Portfolio 40

Discipline Funds

DECEMBER 31, 2023

I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. In January of 2022 I said that inflation had peaked , which happened to be a few months before the peak of 9% CPI.

Assets 102

Assets Financial Planning Asset Allocation Economy 102

Darrow Wealth Management

MAY 29, 2024

Interest rates, which had generally been declining since the 1980s, increased at their fastest pace in recent history in 2022 as the Federal Reserve seeks to tame inflation. The markets hate uncertainty more than bad news. All were a result of major geopolitical or financial market events versus the election itself.

Marketing 105

Marketing Marketing Asset Allocation Investments 105

Darrow Wealth Management

MAY 29, 2024

Interest rates, which had generally been declining since the 1980s, increased at their fastest pace in recent history in 2022 as the Federal Reserve seeks to tame inflation. The markets hate uncertainty more than bad news. All were a result of major geopolitical or financial market events versus the election itself.

Marketing 52

Marketing Marketing Asset Allocation Investments 52

Investing Caffeine

JULY 5, 2023

The pace of interest rate increases since early 2022 has increased at the fastest rate in over four decades (see chart below). Unfortunately for those following this overly simplistic guidance of not opposing the Fed, investor portfolio balances have been harmed dramatically during 2023 by missing a large bull market run.

Accounting 52

Accounting CFP Investments Investing 52

The Big Picture

JUNE 13, 2023

RITHOLTZ: I forgot to mention, you have received the Chevalier dans l’Ordre de la Légion d’Honneur by the president of the French Republic in January 2022. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banking 148

Banking Assets Investments Investing 148

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. Let’s talk about 2022 and 2023. It wasn’t the case.

Marketing 148

Marketing Marketing Investments Investing 148

The Big Picture

MAY 21, 2024

And somehow in 2022 when, when stocks were down about 20% and bonds were down about 15%. But the areas that I worry about are that, is that bottomless pit of, you know, unmarked assets that have doubled or quadrupled in size in asset allocation. And when I was younger Interesting. You know, a big sci-fi fan.

Numbers 148

Numbers Management Banking Marketing 148

The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And it took us until 2022 to get back to that level. And when that light goes on, it’s like, Hey, if everybody is discounting a recession, then the market’s figured it out a long time ago.

Math 148

Math Marketing Marketing Engineering 148

The Big Picture

JANUARY 31, 2023

RITHOLTZ: We’ve just plateaued with a slight up until the December 2022 consumer spending. I mean, back in the ‘80s, I mean, research analysts would figure out what the Fed did three weeks ago, right, based on what was going on in the money markets. You were talking last year in 2022 about King Dollar and how strong it was.

Economics 148

Economics Economy Marketing Marketing 148