Darrow Wealth Management

OCTOBER 10, 2022

Good news is hard to find in the financial markets this year. High-yield savings accounts and money markets. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. But there is one silver lining: cash is worth something again. 01% annually, you’re missing out.

Accounting 75

Accounting Banking Certification Government 75

Darrow Wealth Management

NOVEMBER 20, 2023

Finally, although no one likes a down year in the financial markets, it can be a good time for Roth conversions given the reduced market value. This is just another reason why it often makes sense to consider your financial situation, cash flow needs, and tax situation annually alongside various financial planning opportunities.

Retirement 82

Retirement Distribution Taxes Accounting 82

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? Your air-conditioning bill may be going up this summer, but so will your stock market portfolio, if your investments are being properly managed. Slome, CFA, CFP® Plan.

Marketing 52

Marketing Marketing Economy Sales 52

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). Subscribe Here to view all monthly articles. www.Sidoxia.com Wade W.

CFP 52

CFP Investments Investing Economy 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Investing Caffeine

MAY 2, 2022

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.

Electronics 59

Electronics Economy CFP Government 59

International College of Financial Planning

MAY 1, 2023

To excel as a financial advisor, you need to possess a specific set of skills and qualities. Financial advisors who succeed are usually effective communicators, capable of clarifying complex financial concepts in easyto-understand language.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Investing Caffeine

FEBRUARY 1, 2023

Slome, CFA, CFP ® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Feb. 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.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

JUNE 1, 2022

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (June 1, 2022). A or any other security referenced in this article. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Government Economics CFP 59

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). 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.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

OCTOBER 1, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 1, 2024). Subscribe Here to view all monthly articles. So far, the adrenaline is doing its job. www.Sidoxia.com Wade W.

Economy 52

Economy Economics Government CFP 52

Investing Caffeine

JANUARY 3, 2023

Slome, CFA, CFP ®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Jan. 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.

Economy 59

Economy Transportation CFP Investments 59

Investing Caffeine

MARCH 1, 2022

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2022). If you have the fortitude and discipline to ignore the irrelevant noise, the status quo of normal volatility can create more exciting opportunities and better returns for long-term investors.

Economics 59

Economics Accounting Advertising CFP 59

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). Subscribe Here to view all monthly articles. I know what my answer is. www.Sidoxia.com Wade W. Please read disclosure language on IC Contact page.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

SEPTEMBER 1, 2023

Time will tell if the mission has already been accomplished, but so far, the Fed has been delicately balancing an economic soft landing and stock market investors like it. Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (September 1, 2023).

Economics 52

Economics Economy Government CFP 52

Investing Caffeine

MARCH 1, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (March 1, 2024). Subscribe Here to view all monthly articles. www.Sidoxia.com Wade W.

Taxes 52

Taxes Risk Tolerance Retirement Investments 52

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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

NOVEMBER 1, 2021

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2021). Obviously, these investment pillars can reverse directions and create headwinds for investors. Until then, don’t be startled if there is more green flood rather than red blood. www.Sidoxia.com.

Government 52

Government Valuation Economics Investments 52

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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 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. Slome, CFA, CFP®. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Economics Valuation Investments 59

Investing Caffeine

JANUARY 3, 2022

As I made clear earlier, at Sidoxia, we do not attempt to predict the directions of markets, but rather we look to opportunistically take advantage of many different dynamic areas that we believe provide the best risk-adjusted return potential for our clients. Slome, CFA, CFP®. www.Sidoxia.com.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Investing Caffeine

FEBRUARY 1, 2022

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). The ups-and-downs can be frustrating at times, but if you stay on for the full ride, you will almost always end with a smile on your face when it’s over. www.Sidoxia.com.

Math 52

Math Assets Investments Investing 52

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. They told him to read the FAQs (lol)! About Gary Mettler.

Insurance 59

Insurance Retirement Financial Advisor License 59

International College of Financial Planning

MAY 29, 2023

After passing the exams, one must register for article ship with a skilled CA and then appear for the final CA exam. After completing the CFP course, you can expect better job placements and opportunities. You should also have a good understanding of financial markets and be able to interpret financial data.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

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.

Economy 45

Economy Economics CFP Investments 45

Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. He has been cited in the New York Times, Wall Street Journal, Bloomberg, Reuters and industry outlets such as Investment News and Financial Advisor. She obtained her CFP designation in 2003.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Who doesn’t want to make a fortune by correctly predicting the stock market?

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Investing Caffeine

DECEMBER 2, 2024

stock market. Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (December 2, 2024). Subscribe Here to view all monthly articles. www.Sidoxia.com Wade W.

Marketing 52

Marketing Marketing Valuation Economics 52

BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Investing Caffeine

JULY 5, 2023

Slome, CFA, CFP® Plan. 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.

Accounting 52

Accounting CFP Investments Investing 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). Subscribe Here to view all monthly articles.

CFP 52

CFP Investing Investments Economy 52

Investing Caffeine

MAY 1, 2024

Slome, CFA, CFP® Plan. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in individual stocks , certain exchange traded funds (ETFs), including NVDA, MSFT, META, and AMZN, but at the time of publishing had no direct position in any other security referenced in this article. www.Sidoxia.com Wade W.

Economy 52

Economy Economics Financial Planning Planning 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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). Subscribe Here to view all monthly articles. 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.

Economics 105

Economics Media CFP Investing 105

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.

Marketing 52

Marketing Marketing Economics Accounting 52

Investing Caffeine

OCTOBER 4, 2022

If the economy continues to slow down, and inflation has stabilized or declined, the Federal Reserve will likely pivot to decreasing interest rates, which should act like a tailwind for financial markets, unlike the headwind of rising rates this year. Slome, CFA, CFP ®. www.Sidoxia.com.

Economy 59

Economy Economics Investing CFP 59