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

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

NOVEMBER 1, 2021

Expanding government deficits and debt (stimulus/infrastructure). Government debt ceiling negotiations. Slome, CFA, CFP®. . · Federal Reserve monetary policy. COVID variants. Evergrande’s impact on China and commercial real estate. Cryptocurrency volatility. Declining corporate profit margins. Meme stocks. · And more…boo!

Government 52

Government Valuation Investing Investments 52

Investing Caffeine

OCTOBER 1, 2024

As a result, the Chinese stock market has been drastically underperforming other foreign markets, until Beijing just recently announced a number of stimulus initiatives last week in hopes of buoying economic growth closer to its 5% target. Slome, CFA, CFP® Plan. So far, the adrenaline is doing its job. www.Sidoxia.com Wade W.

Economy 52

Economy Economics Government CFP 52

Investing Caffeine

SEPTEMBER 1, 2023

Like a pig working its way through the economic python, the large interest rate increases naturally take a while to work their way through the consumer, commercial, and government credit markets. Businesses and governments in all shapes and sizes have felt the pain as well from higher borrowing costs. Slome, CFA, CFP® Plan.

Economics 52

Economics Economy Government CFP 52

Good Financial Cents

DECEMBER 14, 2022

Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. They may work in various industries, such as investment firms, accounting firms, banks, or the government. Chief Compliance Officer. Hedge Fund Manager.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Investing Caffeine

OCTOBER 2, 2023

Today, worries include Federal Reserve policy; restarting of school loan repayments (after a three-year hiatus); a potential government shutdown; an auto and Hollywood strike; higher oil prices; and a presidential election that is heating up. Slome, CFA, CFP® Plan. Many of these worries are nothing new. www.Sidoxia.com Wade W.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

FEBRUARY 1, 2023

Last year, a major influencing cause to the -19% downdraft in the stock market (S&P 500) was due to the highest inflation readings experienced in four decades, compounded by a Federal Reserve hell-bent on slamming on the interest rate brakes. Slome, CFA, CFP ® Plan. Fortunately, the headwinds of inflation now appear to be abating.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

APRIL 1, 2022

Even our government is now attempting to increase supply by releasing up to 180 million barrels of oil from our country’s Strategic Petroleum Reserve (the largest release in the almost 50-year history of the reserve ), while also pushing for penalties on those energy companies sitting on unused permits (i.e., Slome, CFA, CFP®.

Economy 59

Economy Economics Valuation Investing 59

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. 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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 1, 2024).

CFP 52

CFP Investing Investments Economy 52

Investing Caffeine

MARCH 1, 2022

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

Economics 59

Economics Accounting Advertising CFP 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

JULY 5, 2023

Slome, CFA, CFP® Plan. The best recommendation I can provide when it comes to investing advice squawked by the media masses is that the true path to wealth creation often comes from ignoring or disobeying these unreliable and inconsistent rules of thumb. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Accounting 52

Accounting CFP Investing Investments 52

Investing Caffeine

FEBRUARY 1, 2022

Slome, CFA, CFP®. 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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022).

Math 52

Math Assets Investing Investments 52

Bell Investment Advisors

JUNE 29, 2023

government stepped in, and they wanted to avert a panic. This immediately calmed the market. So, there was less risk of a run because of the Federal government saying, “Hey, don’t worry about this. And remember, with a lot of financial markets, it’s not what the result is but it’s more the change in expectation.

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

DECEMBER 2, 2024

stock market. Slome, CFA, CFP® Plan. Source: Yardeni.com As always, the future is uncertain, and risks abound for next year. But 2024 has been a blockbuster year and there has been plenty to be thankful for, especially the performance of the U.S. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Valuation Economics 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. Declining inflation and interest rates, escalating business profits, and spiking artificial intelligence expenditures across corporate America have kept stocks cooking to record highs.

CFP 52

CFP Investing Investments Economy 52

Investing Caffeine

MAY 1, 2024

Slome, CFA, CFP® Plan. That way, you can smile with a healthy set of pearly whites, rather than grimace in pain as you would from an undesirable dental procedure. 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

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. If Iran, or Iran-backed militant group Hezbollah, throws their hat into the Israel-Hamas war ring, the U.S. www.Sidoxia.com Wade W.

Marketing 52

Marketing Marketing Economics Accounting 52

The Big Picture

MAY 21, 2024

They eventually get a CFP and they go to the advisory side. I do think that the other factor that has shifted demonstrably and deserves more airtime is the idea that, you know, if you look at the areas of risk today across the spectrum, corporates and consumers were just given a bunch of money from the Fed and the government.

Numbers 147

Numbers Management Banking Marketing 147

Investing Caffeine

FEBRUARY 5, 2025

deregulation and lower proposed taxes) allowed the financial markets to finish the month with respectable gains. Slome, CFA, CFP Plan. Stocks moved lower on the last day of the month when Trump added insult to injury by confirming 25% Mexican/Canadian tariffs and 10% additional Chinese tariffs would be implemented immediately.

Taxes 52

Taxes Economics CFP Investing 52

Investing Caffeine

JUNE 1, 2023

Source: Calafia Beach Pundit Overall stock market performance has been a mixed-bag at best. Essentially, our government has maxed out its credit card spending limit, but Republicans and Democrats have agreed in principle on a resolution for an expanded credit line. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Engineering 105

Engineering Accounting Healthcare CFP 105

Investing Caffeine

DECEMBER 1, 2021

If an agreement is not reached to increase the debt limit, a government shutdown, and then ultimately a government default would transpire. History tells us this will never happen, but the mere game of political brinksmanship could rattle markets in the short-run. Slome, CFA, CFP®. www.Sidoxia.com.

Healthcare 52

Healthcare Government Pharmaceutical CFP 52

Investing Caffeine

APRIL 1, 2024

Slome, CFA, CFP® Plan. We are only 25% of the way through the year, but the Dow is knocking on the 40,000-milestone door. 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 Investing 105

Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. Source: Calafia Beach Pundit For years, market critics and pessimists have been screaming doom-and-gloom as it relates to the United States. Slome, CFA, CFP® Plan. The story goes, the U.S. www.Sidoxia.com Wade W.

Government 52

Government CFP Investing Investments 52

Investing Caffeine

JANUARY 2, 2025

Regardless of the outcome this year, history teaches us the time in the market is much more important than timing the market. Slome, CFA, CFP Plan. This philosophy has served Sidoxia Capital Management and its clients well over the long-run. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Investing Investments 52

Investing Caffeine

MARCH 3, 2025

Source: Trading Economics Financial markets end up in the rough plenty of the time, which often results in performance scorecard bogeys. Slome, CFA, CFP Plan. www.Sidoxia.com Wade W.

Economics 59

Economics Investing Investments CFP 59

Investing Caffeine

NOVEMBER 3, 2024

Our government simply spends too much money and doesn’t collect enough (tax receipts) to cover those expenses ( see chart below ). Slome, CFA, CFP® Plan. There’s plenty of room for improvements in our country’s policies, but there’s a reason the U.S. Source : Calafia Beach Pundit One area for improvement in the U.S.

Economy 52

Economy Economics CFP Government 52