Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. This excludes financial market changes in the value of our investments, which we track separately.

Planning 142

Planning Retirement Planning Taxes Retirement 142

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. SVB executives added gasoline to the fire by making risky investments long-term dated government bonds. billion loss on their risky investment portfolio and the subsequent necessity to raise $2.3

Banking 105

Banking Economy Economics Government 105

International College of Financial Planning

DECEMBER 4, 2023

In the ever-changing finance sector, the significance of a financial advisor cannot be overstated. As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors. Source: BlackRock 2.

Marketing 99

Marketing Marketing Wealth Management Portfolio 99

Darrow Wealth Management

AUGUST 29, 2022

Investing during periods of volatility can be difficult, especially when markets seem arbitrary. Whether you’re a long-term investor trying to understand market moves or are concerned about your portfolio considering the downturn, here are nine charts every investor should see. Just not in the stock market.

Investments 102

Investments Investing CFP Wealth Management 102

Darrow Wealth Management

NOVEMBER 14, 2022

Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you do during a selloff is also crucial. But individuals sometimes make decisions that cause preventable financial losses. Markets are cyclical. Almost a coin toss.

Marketing 100

Marketing Marketing Accounting Portfolio 100

Your Richest Life

APRIL 14, 2023

All that being said, timing the housing market is a bit like timing the financial markets. This can be totally free, or you can invest in a storage facility to hold your decorative, personal and seasonal items that don’t need to be in your home for showings. It can be a losing game. How Much House Can You Afford?

Marketing 105

Marketing Marketing Financial Planner Sales 105

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Investing Caffeine

JANUARY 3, 2022

But with that said, despite lacking the skill of 100% clairvoyance, my investment firm Sidoxia Capital Management and our strategies have performed quite well over the long-run for numerous reasons. As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. Is crypto a good investment, or does it suck? Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short.

Investing 52

Investing Investments CFP Financial Advisor 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

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. 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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 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

Sara Grillo

AUGUST 26, 2024

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

License 52

License Certified Financial Planner Financial Advisor CFP 52

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. When you buy a CD, you agree to keep your money invested in the CD for a certain period of time, in exchange for a stated interest rate. But there is one silver lining: cash is worth something again. government.

Accounting 88

Accounting Banking Certification Government 88

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. Pressuring a client to buy or sell securities that are not in their best interest.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

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

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% bond market was also down over 10% before May’s small recovery. The post The Silver Lining of Volatility appeared first on Bell Investment Advisors.

CFP 52

CFP Economy Financial Market Investment Advisor 52

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. The post Bear Market June appeared first on Bell Investment Advisors. These June losses pushed both U.S.

Marketing 52

Marketing Marketing CFP Economics 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. Are you looking for a financial advisor?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 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

Darrow Wealth Management

NOVEMBER 20, 2023

Instead of selling your positions to cash and converting that, you can convert the market value of the funds. This way you won’t be out of the market or incur additional transaction costs. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 95

Retirement Distribution Taxes Accounting 95

Investing Caffeine

MAY 2, 2022

Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

AUGUST 2, 2023

The pace of gains is not sustainable forever, so it’s important to have a disciplined process in place to manage the risk of over-extended, over-valued investments, which is exactly what we do at Sidoxia Capital Management. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Please read disclosure language on IC Contact page.

Marketing 52

Marketing Marketing Economy Sales 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Financial Examiner. Investment Banker.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Investing Caffeine

AUGUST 2, 2024

There are many styles of investing, and many ways to make money in the stock market. Just like the styles of men’s ties or women’s dresses come in and out of fashion, so too do the styles of investing. Diversification is a core tenet of our investment philosophy at Sidoxia. Slome, CFA, CFP® Plan.

CFP 52

CFP Investments Investing Economy 52

Investing Caffeine

MAY 3, 2023

Rather than constantly scrolling through headlines on your mobile phone news app, here are some areas of focus and questions you should be asking yourself: · Investment Strategy: What type of investment strategy should you be utilizing to reach your retirement goals? Diversification: How diversified are your investments?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

JUNE 1, 2022

Apparently, the world’s greatest investor of all-time thinks that all this gloomy recession talk is creating lots of stock market bargains, which explains why Buffett has invested $51 billion of his cash at Berkshire Hathaway as the stock market has gotten a lot more inexpensive this year. Slome, CFA, CFP®.

Economy 59

Economy Government Economics CFP 59

Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. You have to go back to the peak pessimism during the COVID-19 market panic or to the global financial crisis of 2008 to find a time when they touched this ratio for even a brief period of time.

Economy 52

Economy CFP Investment Advisor Marketing 52

Investing Caffeine

JANUARY 3, 2023

The stock market receives most of the media glory and reporting, however the bond market is the Rodney Dangerfield of asset classes, it “gets no respect.” Typically, during weak stock markets (i.e., Slome, CFA, CFP ®. With the change of the calendar, a messy 2022 could turn into a spick-and-span 2023. www.Sidoxia.com.

Economy 59

Economy Transportation CFP Investing 59

Investing Caffeine

FEBRUARY 1, 2023

Source: Clearnomics and Standard & Poor’s Presently, economic skies might not all be clear, blue, and sunny, but the fact that inflation is dropping, our economy is still growing, labor markets remain healthy, China has reopened for business, and Europe hasn’t cratered all leave room for optimism. Slome, CFA, CFP ® Plan.

Economy 59

Economy Economics CFP Investing 59

Investing Caffeine

NOVEMBER 1, 2021

Fortunately, for those invested in stocks, they experienced the opposite this last month – a flood of green (new all-time record highs), despite a whole host of frightening factors, including the following: · Inflation. Valuations (How cheap or expensive is the market?). Slome, CFA, CFP®. Supply chain disruptions.

Government 52

Government Valuation Investments Investing 52

Investing Caffeine

MARCH 1, 2022

It’s virtually impossible to predict a short-term bottom in stock prices has been reached, but over the long-run, stock investors have been handsomely rewarded for not panicking and staying invested (see chart below). Slome, CFA, CFP®. Source: Marketsmith. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Economics 59

Economics Accounting Advertising CFP 59

Sara Grillo

AUGUST 14, 2023

The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal. Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. The retirement crisis in America is real.

Insurance 59

Insurance Retirement Financial Advisor License 59

Investing Caffeine

JULY 5, 2023

Source: The Financial Times (FT) Dumb Rules of Thumb Wall Street is notorious for providing rules of thumb and shortcuts for the masses, but if investing was that easy, I’d be retired on my private island consuming copious amounts of coconut drinks with tiny umbrellas. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Accounting 52

Accounting CFP Investments Investing 52

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®. As the saying goes, “price cures price.” www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59