International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Investing Caffeine

JANUARY 2, 2024

Time will tell if 2024 will make this baby cry, but whatever the market faces, declining inflation and interest rates should act as a pacifier. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024).

Economy 98

Economy CFP Accounting Investing 98

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. This, in turn, will enable you to provide more tailored and effective solutions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 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 Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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.

Economy 59

Economy Economics License CFP 59

Investing Caffeine

JUNE 1, 2023

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

Engineering 105

Engineering Accounting Healthcare CFP 105

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

International College of Financial Planning

JULY 31, 2023

Understanding the Role of Investment Advisors: Investment advisors are crucial in guiding clients’ investment decisions. They are financial experts with extensive education and training in finance and investments. Their knowledge extends to various investment products, risk management, tax implications, and financial planning.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 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

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

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 Investing 59

Investing Caffeine

AUGUST 2, 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, but at the time of publishing had no direct position in any other security referenced in this article. www.Sidoxia.com Wade W.

CFP 52

CFP Investing Investments Economy 52

Investing Caffeine

FEBRUARY 1, 2023

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

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

JUNE 1, 2022

Slome, CFA, CFP®. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in BRK.B/A www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Government Economics CFP 59

Investing Caffeine

APRIL 1, 2022

At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique objectives and constraints. Slome, CFA, CFP®. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

JANUARY 3, 2023

Slome, CFA, CFP ®. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. With the change of the calendar, a messy 2022 could turn into a spick-and-span 2023.

Economy 59

Economy Transportation CFP Investing 59

Investing Caffeine

MARCH 1, 2022

Slome, CFA, CFP®. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

OCTOBER 2, 2023

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

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

NOVEMBER 1, 2021

Slome, CFA, CFP®. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Until then, don’t be startled if there is more green flood rather than red blood.

Government 52

Government Valuation Investments Investing 52

Investing Caffeine

FEBRUARY 1, 2022

If bond yields climb significantly to the point where returns are more competitive with stocks, I will likely be buying significantly more bonds for me and my Sidoxia ( www.sidoxia.com ) clients. Slome, CFA, CFP®. Fed Jitters. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Math 52

Math Assets Investing Investments 52

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 Investing Investments 45

Investing Caffeine

MAY 3, 2023

Slome, CFA, CFP ® Plan. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. I know what my answer is. www.Sidoxia.com Wade W.

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

Economics 52

Economics Economy Government CFP 52

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Investing Caffeine

MARCH 1, 2024

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

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Bell Investment Advisors

JUNE 29, 2023

I’m sure that clients are well aware, since this was in the news pretty heavily, that there was a collapse of a few medium-sized banks in the United States, as well as one not listed here, which was UBS out of Switzerland. That’s not going to be good for the stock market price movement. Slide 5: U.S.

Marketing 52

Marketing Marketing Banking Numbers 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. billion in client assets. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 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. billion in client assets. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. Slome, CFA, CFP ® Plan. The S&P 500 rose +3.5% last month, and the technology-heavy NASDAQ index catapulted even more (+6.7%). But not everyone escaped unscathed. www.Sidoxia.com Wade W.

Banking 105

Banking Economy Economics Government 105

Investing Caffeine

DECEMBER 2, 2024

stock market. Slome, CFA, CFP® Plan. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in AAPL, AMZN, MSFT, GOOGL, META, TSLA, NVDA, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in CSCO, GE, XOM, INTC or any other security referenced in this article.

Marketing 52

Marketing Marketing Valuation Economics 52

Sara Grillo

AUGUST 26, 2024

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4

License 52

License Financial Advisor Certified Financial Planner CFP 52

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. – Josh Gonzalez, CFP Wright: This happens in pharma as well.

Investing 52

Investing Investments CFP Financial Advisor 52

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. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Government 52

Government CFP Investing Investments 52