Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Consider your current financial situation and your plans.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

International College of Financial Planning

JULY 31, 2023

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Investing Caffeine

MAY 3, 2023

Many Americans spend more time planning a vacation than they do preparing for retirement or planning their finances. If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. Risk Tolerance: What is your asset allocation?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 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 Economics Accounting 98

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

MARCH 1, 2023

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! Slome, CFA, CFP ® Plan. Under this scenario of maintaining a comfortable altitude, I guess I can put my pilot training on hold.

Economy 59

Economy Economics License CFP 59

International College of Financial Planning

MAY 1, 2023

Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning. To excel as a financial advisor, you need to possess a specific set of skills and qualities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

International College of Financial Planning

MAY 29, 2023

Students planning a bigger career should opt for ACCA to enter the mainstream. After completing the CFP course, you can expect better job placements and opportunities. Depending on your qualifications and experience, you can also pursue corporate finance, risk management, and financial planning roles.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

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

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing con We’ve got a great party crew here today. 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

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

Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. She obtained her CFP designation in 2003. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Investing Caffeine

OCTOBER 2, 2023

Slome, CFA, CFP® Plan. 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. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

JUNE 1, 2022

The good news is the deficit is plummeting ( see chart below ) due to a reduction in spending (due in part to no Build Back Better infrastructure spending legislation) and soaring income tax receipts from a strengthening economy and capital gains in the stock market. Slome, CFA, CFP®. Source: Calafia Beach Pundit.

Economy 59

Economy Government Economics CFP 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®. 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.

Electronics 59

Electronics Economy CFP Government 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. Please read disclosure language on IC Contact page.

Economics 52

Economics Economy Government CFP 52

Investing Caffeine

JULY 5, 2023

Slome, CFA, CFP® Plan. 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. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Accounting 52

Accounting CFP Investing Investments 52

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

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Investing Caffeine

JANUARY 3, 2022

As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results. It’s important to have your investments diversified across a broad array of asset classes in a low-cost, tax efficient manner. Slome, CFA, CFP®. Thank you Amazon.com Inc. 5,544%, Apple Inc.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Investing Caffeine

JANUARY 3, 2023

Slome, CFA, CFP ®. 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. 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

NOVEMBER 1, 2021

Slome, CFA, CFP®. 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. Obviously, these investment pillars can reverse directions and create headwinds for investors. www.Sidoxia.com.

Government 52

Government Valuation Economics Investing 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. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Financial Examiner. Hedge Fund Manager.

Compliance 88

Compliance Budgeting Accounting Insurance 88

Investing Caffeine

MARCH 1, 2022

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

Economics 59

Economics Accounting Advertising CFP 59

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 59

Economy Economics CFP Investing 59

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 Investing 59

Investing Caffeine

FEBRUARY 1, 2022

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

Math 52

Math Assets Investing Investments 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. With annuities now being able to be offered in 401k plans, the playing field has changed. David writes frequently about retirement income planning.

Insurance 59

Insurance Financial Advisor Retirement License 59

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. Chasing the market.

Marketing 88

Marketing Marketing Accounting Portfolio 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

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

Source: The Wall Street Journal and Commerce Department This resilient economic data, when combined with the declining inflation figures, has resulted in the Federal Reserve sticking with its plan of cutting its Federal Funds interest rate target three times this year. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Economics 105

Economics Media CFP Investing 105

Investing Caffeine

MAY 1, 2024

To put some of this AI craze into perspective, we learned over the last week that the combined 2024 capital expenditure plans of four companies (Microsoft, Alphabet, Meta and Amazon) are forecasted to exceed $200 billion – much of that driven by generative AI projects. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Economy 52

Economy Economics Financial Planning Planning 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 CFP Investing 59

The Big Picture

MAY 21, 2024

What was the career plan? Well, there was no career plan really. They eventually get a CFP and they go to the advisory side. The one, the one he said this morning is this guy who’s 20 something and he says, so I figured out how I never have to pay taxes again. It’s all tax free. They track all of this.

Numbers 144

Numbers Management Banking Marketing 144