SIDOXIA'S STORY
The greatest leaders and innovations in history have been created with the help of optimism. Our firm name, Sidoxia, is inspired by the Greek word for optimism. For every problem there is a corresponding opportunity and solution. Sidoxia was established to fill a void in the financial services marketplace for independent, client-driven advice that is free of conflicts.
Sidoxia was founded by Wade W. Slome, CFA®, CFP® in 2008 in Newport Beach, California. Having managed a $20 billion mutual fund and worked in the industry for more than thirty years, Mr. Slome’s extensive experience and credentials allow him to provide institutional-quality service to all clients.
The optimistic theme underlying Sidoxia’s name also stems from Mr. Slome’s older brother, who earned an academic award for being the “Most Optimistic” before he succumbed to complications related to his mental illness.
Investing
Proprietary Investment Process Utilizing Low-Cost, Long Term, Tax Efficient Strategies
Financial Planning
Independent, Fee-Only Fiduciary We'll Get You From A to B and Everywhere In-between
401(k) Retirement Services
Superior Savings and Tax Deferral Strategies for Owners and Their Employees
Did Santa Claus Come Early This Year?
Last December, Santa skipped the rally, and the S&P 500 fell -5.9%, ending 2022 down -19%. This year mirrors the opposite – up +19% in 11 months. Hoping for a Santa Claus rally in 2023!
No Market Roar Due to War
Israeli-Hamas conflict has limited global impact; Israel/Gaza is a small fraction of world's population & GDP. Despite market shifts, a strong economy, low unemployment, & rising interest rates create investment opportunities.
Consumer Wallets Strong, Rate Hikes Long, What Could Go Wrong?
Consumer wallets and balance sheets remain flush with cash as employment remains near record-high levels. Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip.
Mission Accomplished?
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.
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