Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. and international stocks into bear market territory. While headlines will continue to focus on inflation, we are encouraged by the persistence of positive economic data.

Marketing 52

Marketing Marketing CFP Economics 52

Darrow Wealth Management

AUGUST 29, 2022

The markets are constantly moving in response to a multitude of factors: news, economic data, expectations, interest rates , earnings, geopolitical events, etc. In the financial markets, the most extreme volatility is typically driven by bouts of uncertainty. Economic recessions vs the stock market.

Investing 99

Investing Investments CFP Wealth Management 99

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

Bell Investment Advisors

SEPTEMBER 2, 2022

Forrest Bell, CFP®. The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out in the second half of the month. equity market rose nearly 5% on continued optimism for an upcoming pivot in the Fed’s interest rate hiking campaign.

Economics 52

Economics CFP Financial Market Investment Advisor 52

Investing Caffeine

MARCH 1, 2023

However, with near record-low unemployment ( 3.4% ) and multi-trillion dollars in government stimulus still working its way through the system, others see an economic soft landing. More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing. Prosper.

Economy 59

Economy Economics License CFP 59

Bell Investment Advisors

JUNE 17, 2022

Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. stock market declined for several sessions until it was 5.5% The Federal Reserve typically responds by raising interest rates to slow economic activity. below its April closing level.

CFP 52

CFP Economy Financial Market Investment Advisor 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

Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9% 1, 2023).

Economy 59

Economy Economics CFP Investments 59

Investing Caffeine

OCTOBER 2, 2023

Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity. Slome, CFA, CFP® Plan. rate (see chart below). The S&P 500 index fell -4.9% for the month.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

SEPTEMBER 1, 2023

The Federal Reserve has a “ dual mandate ” designed to “foster economic conditions that achieve both stable prices and maximum sustainable employment.” More specifically, inflation, according to the just-reported BEA’s (Bureau of Economic Analysis) GDP Price Deflator statistics, has plummeted dramatically to the Fed’s goal of 2.0%

Economics 52

Economics Economy Government CFP 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. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. They love to travel, bake, and swim.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Investing Caffeine

OCTOBER 1, 2024

Source: Trading Economics China Chugs Higher While the U.S. economy has been leading developed countries during the post-COVID recovery period, China’s financial system has been struggling due to a collapsing real estate market and deteriorating consumer spending. Slome, CFA, CFP® Plan. a couple years ago to 2.5%

Economy 52

Economy Economics Government CFP 52

Investing Caffeine

JUNE 1, 2022

Not many people predicted a +48% gain in the stock market during a global pandemic (2020-2021), just like not many people predicted a short-lived -20% reduction in the stock market during 2022 as we witnessed record-high corporate profits and unemployment rates hovering near generational lows (3.6%). Slome, CFA, CFP®.

Economy 59

Economy Government Economics CFP 59

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Slome, CFA, CFP®.

Economy 59

Economy Economics Valuation Investing 59

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

Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. In February of 2019, private-sector economist Andrew Brigden determined that there have been 469 economic downturns since 1988. Volatility has been a consistent theme this year and September proved no different.

Economy 52

Economy CFP Investment Advisor Marketing 52

International College of Financial Planning

SEPTEMBER 3, 2021

Who is a financial advisor or a certified financial planner? The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Hire a Financial Advisor who is a CFP®.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial Examiner. Hedge Fund Manager.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Investing Caffeine

NOVEMBER 1, 2021

With the COVID Delta variant subsiding ( see chart below ), economic activity rising ( Q4 GDP is estimated at +4.8% ), and corporate profits going gang busters (33% growth and 84% of corporations are beating Q3 estimates ), it should come as no surprise that stock market values continue to rise. Slome, CFA, CFP®.

Government 52

Government Valuation 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? recession” is the NBER (National Bureau of Economic Research), which defines a recession more broadly. Slome, CFA, CFP ®.

Economy 45

Economy Economics Investing Investments 45

Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. In fact, a bit of inflation goes hand in hand with economic growth and reasonable interest rates for lenders and borrowers alike. When it does, uncertainty has spiked as well, wreaking havoc on commerce, the economy, job markets, real estate, and financial markets.

Wealth Management 52

Wealth Management Certification Economy CFP 52

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

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can check out his podcast and books for more info. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

JANUARY 3, 2023

Not only did stocks experience one of its worst years in decades, the bond market also suffered what many pundits are describing as the “ Worst Bond Market Ever ” – see chart below. Why in particular did bonds perform so poorly this year, when they commonly outperform in slow or recessionary economic conditions? www.Sidoxia.com.

Economy 59

Economy Transportation CFP Investing 59

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.

Investing 52

Investing Investments CFP Financial Advisor 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can check out his podcast and books for more info. Connect with him on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

International College of Financial Planning

JULY 31, 2023

They are professionals who hold specialized degrees or certifications in finance, economics, or related fields. Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Navigating Changing Market Conditions: Financial markets are dynamic and subject to constant change.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 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

Investing Caffeine

FEBRUARY 1, 2022

Source: Federal Reserve Economic Data (FRED). Slome, CFA, CFP®. Furthermore, if you give the Fed the benefit of the doubt of achieving this uncertain target, this 2.5% level is very appealing and still extremely low, historically speaking ( see chart below ). Many investors are very myopic in their focus on U.S. interest rates.

Math 52

Math Assets Investing Investments 52

Bell Investment Advisors

JUNE 29, 2023

economy, the first quarter of this year was positive with positive economic growth. Part of what’s behind that is a persistently strong labor market, despite all these Federal Reserve rate hikes that have happened. The labor market is still extremely tight and may actually be accelerating as far as tightening even further.

Marketing 52

Marketing Marketing Banking Numbers 52

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

MARCH 1, 2022

As you can see below, the worst economic impact is forecasted to be felt by Russia (consensus on 2/24/22 of approximately a -1.0% hit to economic growth), more than twice as bad as the -0.2% a rounding error and less than 1% of total global economic activity). Source: The Financial Times. Slome, CFA, CFP®.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

MAY 1, 2024

So, if pain can come from different scenarios, what is your favorite economic dental procedure? • Traders would certainly love to get some anesthesia in the form of Federal Reserve interest rate cuts to relieve the recent stock market pain. Slome, CFA, CFP® Plan. A cold economy triggering a recession with low interest rates?

Economy 52

Economy Economics Financial Planning Planning 52

Investing Caffeine

SEPTEMBER 3, 2024

Source: Sherwood News While economic, political and geopolitical concerns have been boiling over around the world, the stock market continues to sizzle higher. 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. www.Sidoxia.com Wade W.

CFP 52

CFP Investments Investing Economy 52

Investing Caffeine

DECEMBER 2, 2024

Combined, these negative side effects have the potential of significantly dampening economic growth. Dissecting Stock Performance & Valuations A lot of pundits are pointing to an overheated market, but on a 3-year basis, returns are looking more normalized (+8.2% stock market. Slome, CFA, CFP® Plan.

Marketing 52

Marketing Marketing Valuation Economics 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

NOVEMBER 1, 2023

However, the economic impact should not be overstated either. In other words, the hundreds of billions of dollars in financial stock market losses this month are not proportional to the Mideast economic losses incurred thus far. And let’s not forget, economic activity is not dropping to zero. Slome, CFA, CFP® Plan.

Marketing 52

Marketing Marketing Economics Accounting 52