Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors.

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Darrow Wealth Management

NOVEMBER 20, 2023

Ignoring any other taxable income or deductions, this puts married taxpayers filing jointly in a 12% marginal tax bracket for 2023. Instead of selling your positions to cash and converting that, you can convert the market value of the funds. This way you won’t be out of the market or incur additional transaction costs.

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Investing Caffeine

MARCH 1, 2023

We certainly could face the potential of turbulence and changing weather conditions, but that is always the case when you invest in the financial markets. Slome, CFA, CFP ® Plan. If, however, inflation continues to move in the same direction, and growth continues to surprise on the upside, there may be no landing at all.

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Investing Caffeine

JANUARY 3, 2023

Stock and bond market returns in 2022 were disappointing, but we now get to start 2023 with a clean slate. There is some good news and bad news as it relates to this year’s underwhelming stock market results (-19.4%). Room for Optimism in 2023. Slome, CFA, CFP ®. during December. Good News & Bad News.

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Investing Caffeine

AUGUST 2, 2023

The stock market continued its fiery, blistering pace with the S&P 500 boiling higher by +3.1%, making the seven-month total gain of 2023 a spicy +20% (see chart below). Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023?

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Investing Caffeine

FEBRUARY 1, 2023

Source: Yardeni.com As you can see further from the 25-year earnings chart above, the drop in S&P 500 earnings in recent months has been fairly modest compared to previous downturns, and the forecast for 2023 earnings is currently estimating a modest gain on a year-over-year basis. Slome, CFA, CFP ® Plan. www.Sidoxia.com Wade W.

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Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

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Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. It is very possible the stock market has begun pricing in a recession prematurely. GDP is projected to grow in 2023 and U.S. Volatility has been a consistent theme this year and September proved no different.

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Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. January 11 th , 2023. February 8 th , 2023.

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Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. by Investopedia for 2023. Michael has also been named the #1 Independent Advisor in the U.S. Connect with him on LinkedIn here.

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Investing Caffeine

JUNE 1, 2022

So, while the economy will likely face a number of headwinds going into 2023, it doesn’t mean a hurricane is coming and you need to hide in a bunker. Slome, CFA, CFP®. Although the economy is currently very strong (i.e., www.Sidoxia.com.

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Investing Caffeine

JULY 5, 2023

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. for 2023, thus far. Slome, CFA, CFP® Plan. last month and has soared +15.9% this year, thanks in part to Apple Inc.

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Indigo Marketing Agency

JANUARY 24, 2024

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 is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

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Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. She obtained her CFP designation in 2003. transgender male and female investors.

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Investing Caffeine

SEPTEMBER 1, 2023

Bureau of Labor Statistics Hot Summer, Hot Stocks Economic activity clearly can and will change, but the stock market has been like the weather this summer…hot. However, after experiencing up-months in six out of the first seven months of 2023, the S&P 500 index decided to take a small breather this month. Slome, CFA, CFP® Plan.

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Investing Caffeine

OCTOBER 2, 2023

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). For the time being, betting on a soft economic landing over an imminent recession could be a winning use for that cash in your wallet. www.Sidoxia.com Wade W.

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Investing Caffeine

AUGUST 4, 2022

S o far, 2022 has been a volatile year in the financial markets, and as a result, investors have been on an emotional rollercoaster, questioning whether we are going into a recession, or are already in one? Slome, CFA, CFP ®. “ Recession is when your neighbor loses his job. Depression is when you lose yours.” Ronald Reagan.

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Investing Caffeine

MAY 3, 2023

Slome, CFA, CFP ® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 1, 2023). I know what my answer is. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

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Investing Caffeine

APRIL 1, 2022

job openings ; 3% forecasted growth in 2022 GDP ) in a post-COVID recovery world, where consumers remain financially healthy and are now looking to spend their shelter-in-place savings on vacations, houses, and cars (all healthy industries). Slome, CFA, CFP®. unemployment rate; record 11.3m Source: Yardeni.com. www.Sidoxia.com.

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Bell Investment Advisors

JUNE 29, 2023

And remember, with a lot of financial markets, it’s not what the result is but it’s more the change in expectation. Unfortunately, the Fed is planning two more hikes in 2023. And I believe that’s a change from what the market was expecting earlier this year. That may still happen.

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The Better Letter

JANUARY 12, 2023

Forecasting Follies 2023 In September of 2021, as President Joe Biden’s Build Back Better plan was being considered by Congress, many worried about the inflationary pressure of injecting an additional $2.4 The rate increases, he forecast, would come in increments so small that financial markets would barely feel them.

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Investing Caffeine

FEBRUARY 1, 2024

The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack, the Magnificent 7 (see also Mission Accomplished ). When it comes to the financial markets, money continues to go where it is treated best. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

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Investing Caffeine

SEPTEMBER 3, 2024

Source: Calafia Beach Pundit Conversely, the story was quite different in 2022 when the Federal Reserve began its crusade against out-of-control inflation ( see chart below ) by starting its first of 11 interest rate hikes that spanned from January 2022 through July of 2023. The net result was a stock market that tanked -19% in 2022.

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Investing Caffeine

NOVEMBER 1, 2023

and other Western allies may retaliate and escalate tensions in the region, which would unlikely be received well by the financial markets. Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2023). www.Sidoxia.com Wade W.

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Investing Caffeine

FEBRUARY 5, 2025

deregulation and lower proposed taxes) allowed the financial markets to finish the month with respectable gains. In 2023, Mexico was the U.S.s of the Unted States Gross Domestic Product in 2023. Slome, CFA, CFP Plan. DeepSeek = Deep AI Trouble? largest trade partner and Canada was the second largest.

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Investing Caffeine

OCTOBER 4, 2022

With these kind of drops, a mild-to-moderate recession is already baked into the cake, even though the economy is expected to grow for the next four quarters and for all of 2023 (see GDP forecasts below ). Slome, CFA, CFP ®. Knee-jerk emotional decisions during stressful times are very rarely the right response. www.Sidoxia.com.

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Investing Caffeine

NOVEMBER 3, 2024

growth rate for Q3 Resilient Jobs Market: The just-reported unemployment rate of 4.1% today is representative of a strong but slowing job market. The unemployment rate has climbed modestly since troughing in 2023, but unemployment is still relatively low compared to historic levels much higher. Slome, CFA, CFP® Plan.

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Investing Caffeine

JANUARY 2, 2025

For 2024, the S&P 500 index gained +23%, and this comes on the heels of a banner 2023, which was up +24%. As we look into 2025, achieving three consecutive positive years in the stock market is not unprecedented, but as I mentioned earlier, predicting the timing of a down market can be tricky. Slome, CFA, CFP Plan.

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Investing Caffeine

APRIL 1, 2024

growth during the 4th quarter of 2023 (see chart below). Despite only posting a few million in revenue and -$50 million in losses during the first nine months of 2023, the stock skyrocketed +65% in its first week of trading and attained a $9 billion valuation. Slome, CFA, CFP® Plan. Trump (Ticker: DJT). www.Sidoxia.com Wade W.

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Investing Caffeine

MARCH 3, 2025

When it comes to Mexico and Canada, the size of these countries imports is estimated at $918 billion (see the 2023 import breakdow n below for the two countries). Source: Trading Economics Financial markets end up in the rough plenty of the time, which often results in performance scorecard bogeys. Slome, CFA, CFP Plan.

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