Investing Caffeine

AUGUST 2, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 1, 2024). Rather than getting caught up in a fool’s errand, make sure your investment portfolio is diversified and built to withstand volatile rotations. www.Sidoxia.com Wade W.

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CFP Investments Investing Economy 52

Investing Caffeine

MARCH 1, 2024

To put this AI wave into perspective, you need look no further than to the comments made by Meta CEO Mark Zuckerberg, who stated by the end of 2024, the company should have 350,000 of NVIDIA’s H100 graphics processing units (GPUs) as part of the company’s AI infrastructure. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

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Taxes Risk Tolerance Retirement Investing 52

Investing Caffeine

AUGUST 2, 2023

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? In fact, investors are currently betting for multiple interest rate cuts in 2024. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Marketing 52

Marketing Marketing Economy Sales 52

Darrow Wealth Management

NOVEMBER 20, 2023

As part of the new rules, non-spouse beneficiaries inheriting a pre-tax retirement account after 2020 must drain the account within 10 years (and potentially take RMDs within that time also, though further guidance is expected in 2024). This way you won’t be out of the market or incur additional transaction costs.

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Retirement Distribution Taxes Accounting 82

Investing Caffeine

MAY 1, 2024

If the stock market was a patient, its 2024 checkup would produce a large smile. Coming into 2024, most pundits were calling for a series of seven interest rate cuts by the end of the year. Slome, CFA, CFP® Plan. Why so happy? Because the S&P 500 index is up a healthy +5.6% www.Sidoxia.com Wade W.

Economy 52

Economy Economics Financial Planning Planning 52

Investing Caffeine

SEPTEMBER 3, 2024

It’s been a sweltering summer but not yet too hot for investors to get roasted out of the stock market kitchen. Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (September 3, 2024). www.Sidoxia.com Wade W.

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CFP Investments Investing Economy 52

Investing Caffeine

APRIL 1, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (April 1, 2024). The way things look now, investors are wiping their feet on the welcome doormat and ready to walk right in. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics 105

Economics Media CFP Investments 105

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. stock market has gone up over time—regardless of who is running for office. Yes, the market hates uncertainty, including political ambiguity.

Marketing 99

Marketing Marketing Wealth Management Financial Planning 99

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. stock market has gone up over time—regardless of who is running for office. Yes, the market hates uncertainty, including political ambiguity.

Marketing 52

Marketing Marketing Wealth Management Financial Planning 52

Investing Caffeine

FEBRUARY 1, 2024

The race into 2024 has begun, and the U.S. market is off to a quick start. 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 ). Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

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Government CFP Investments Investing 52

Investing Caffeine

NOVEMBER 3, 2024

Uncertainty is generally petrifying to investors, resulting in downward pressure on stock prices, but with less than a week until election day, the stock market is providing more treats than tricks. Slome, CFA, CFP® Plan. For the month, investors experienced modest declines as they braced for the election results.

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Economy Economics CFP Government 52