Investing Caffeine

MARCH 1, 2024

Young investors generally can take on more risk, while retirees often should be more conservative in their asset allocation, especially if they need liquidity from their investments to fund their living expenses and lifestyle. Subscribe Here to view all monthly articles. The same concept holds true for investing.

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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). Slome, CFA, CFP®. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Investments 59

Investing Caffeine

OCTOBER 2, 2023

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). Subscribe Here to view all monthly articles. 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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Economics Economy CFP Government 52

Investing Caffeine

JULY 5, 2023

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 3, 2023). Subscribe Here to view all monthly articles. Therefore, contrary to popular belief, fighting the Fed may actually lead to knockout returns for investors. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

Accounting 52

Accounting CFP Investments Investing 52

Investing Caffeine

MARCH 1, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2022). No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. www.Sidoxia.com.

Economics 59

Economics Accounting Advertising CFP 59

Brown Advisory

DECEMBER 2, 2015

A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. . Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst.

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Taxes Clients Estate Planning Portfolio 52

Investing Caffeine

APRIL 1, 2022

The strong economy, impressive profit growth, historically low interest rates (even though slowly rising), cash-rich corporations, and attractive valuations mean there is still ample room for future market gains. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (April 1, 2022).

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

FEBRUARY 1, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.

Math 52

Math Assets Investing Investments 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. By Taylor Graff, CFA, Asset Allocation Analyst.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

NOVEMBER 12, 2019

THE “JAPANIFICATION” QUESTION Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. financial markets, to be a global leader for more than a century. Source: Bloomberg.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. Japan’s slow GDP growth in recent decades has greatly dampened its market returns relative to the rest of the world.

Investing 52

Investing Investments Assets Economics 52

WiserAdvisor

MARCH 19, 2024

A financial advisor can help you employ similar strategies and create a robust financial portfolio similar to wealthy investors. This article will also explore some of the key investments favored by the wealthy and how they leverage these opportunities to achieve their financial goals.

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Investing Investments Financial Advisor Taxes 45

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.”

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Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market. This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Mon, 03/30/2020 - 16:04.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

JUNE 16, 2016

As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Re-examine asset allocation, expected income and principal return expectations.

Planning 52

Planning Taxes Assets Clients 52

WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. Below are the key terms associated with asset allocation.

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Asset Allocation Assets Risk Tolerance Portfolio 45

Darrow Wealth Management

MAY 29, 2024

Here are some: Whether the incumbent president running for reelection Economic/geopolitical climate and expectations How close (and unpredictable) the election is Key issues of candidate and perceived threat to the stock market (e.g. All were a result of major geopolitical or financial market events versus the election itself.

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Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. As money sloshes around the world, the 2024 investing race has a long way before it’s over, but at least the stock market has quickly gotten out of the gate and built a small lead. Subscribe Here to view all monthly articles.

Government 52

Government CFP Investments Investing 52

Darrow Wealth Management

MAY 29, 2024

Here are some: Whether the incumbent president running for reelection Economic/geopolitical climate and expectations How close (and unpredictable) the election is Key issues of candidate and perceived threat to the stock market (e.g. All were a result of major geopolitical or financial market events versus the election itself.

Marketing 52

Marketing Marketing Asset Allocation Investing 52

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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2023). Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Economics Accounting 52

The Big Picture

MARCH 26, 2024

I remember that machine and literally turning the crank and reading newspaper articles. I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. And that’s, it’s a reason why we don’t try to do things like market timing or year end price target.

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Marketing Marketing Investments Investing 147

The Big Picture

JANUARY 31, 2023

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. Now, they tell you what they’re going to do and the markets price it in instantaneously. RITHOLTZ: Right. DUTTA: So I have a confession. RITHOLTZ: Uh-oh. RITHOLTZ: Really?

Economics 147

Economics Economy Marketing Marketing 147