Sykon Capital

Independent RIA.

Create a wealth strategy that evolves with your values

#IndependentAdvisors

Important Disclosures:

[Todd Stankiewicz @Todd_Sykon]

After more than 20 years of sitting across the table from families, I've learned something that changed the way I think about wealth.

Most people measure financial success by investment performance.

I don't.

I've learned that the hardest financial decisions are rarely about investments.

They're about life.

When can we retire?

Should we convert to a Roth IRA?

How should we handle equity compensation?

Can we afford the vacation home?

Should we help our kids buy a house?

How do we reduce taxes without sacrificing our long-term goals?

None of those decisions happen in isolation.

Taxes affect investments.

Investments affect retirement.

Retirement affects estate planning.

One decision often changes five others.

That's why I don't start with portfolios.

I start with one question: What is this money supposed to do for your life?

Once that answer becomes clear, the investment strategy, tax strategy, and retirement strategy all have a purpose.

Because I've learned that financial success isn't measured by whether you beat the market.

It's measured by whether your money preserves the freedom to choose the life you want.

That's what you'll find here.

[Todd Stankiewicz @Todd_Sykon]

Speaking of the yen and reverse carry trade…

[Todd Stankiewicz @Todd_Sykon]

The S&P 500 may be a useful benchmark. It just isn’t the benchmark for your life.

The better question: is your money preserving the choices that matter most to you?

That’s the idea behind my latest Money Decision Lab essay. See the link below for the full essay.

[Sykon Capital @SykonCap]

Lower rates = cheaper mortgages & refinancing, right?
Not so fast.
Join me Oct 8 at 1pm ET for a live webinar:
What a Lower Rate Environment Really Means for Your Wallet (and the Markets).
· The Fed Rate Cut Myth
· Why lower rates can cost you more
· What actually drives mortgage rates

[Todd Stankiewicz @Todd_Sykon]

https://t.co/cU60CJ8Bnn

[Sykon Capital @SykonCap]

@profjasonpotts It's only the beginning.

[Sykon Capital @SykonCap]

@leadlagreport this is an awesome video. loving every minute of it.

[Sykon Capital @SykonCap]

Check out the link to the full post here: https://t.co/9yCjZyZ6m7

[Sykon Capital @SykonCap]

Rate cuts won’t fix what’s coming.

Small businesses are getting squeezed by #inflation, slow growth, and policy paralysis.

What the Fed isn’t saying matters most.

#Stagflation #deregulation

[Sykon Capital @SykonCap]

Markets are messy.
Recession talk is back.
Everyone’s shouting “buy gold” or “sell everything.”

We just dropped a no-BS Market Outlook. Here’s what we covered 👇

Link: https://t.co/qbjRHdjsmK

#tariffs #StockMarketNews #Investment $SPX $TNX

[Sykon Capital @SykonCap]

What questions do you have in this current market?
Get them answered live today at 4pm EDT.

Register here: https://t.co/Zmq9wzg9ue

#Markets #Tariffs2025 #stocks #InvestingTips

[Sykon Capital @SykonCap]

“Uncorrelated”… until it isn’t.
Credit spreads just broke a 2-year downtrend.

Private credit isn’t immune , it’s just lagged.

Delayed marks ≠ less risk.

Illiquidity always feels great, right until you need the exit.

Why do you think you’re getting paid more?
#highyield #bonds #Risk

[Sykon Capital @SykonCap]

Buy the dip is NOT a strategy; it's a slogan.

That's it; that's the post
#tariffs #stockmarketcrash #buythedip

[Sykon Capital @SykonCap]

@DGretta_Author @tonytrzeciak Thank you. We have been trying to give investors a heads up for the past few weeks now.

[Sykon Capital @SykonCap]

“Time in the market > timing the market.”
Cool slogan. Terrible risk strategy.

Real investors manage #risk.
Tourists ride it out.

#Hope isn’t a plan. Discipline is.

#tariffs #StockMarket #stockmarketcrash

[Sykon Capital @SykonCap]

Stagflation?

[zerohedge @zerohedge]

ISM Manufacturing 49.0, Exp. 49.5, Last 50.3

Prices Paid 69.4, Exp. 64.6
New Orders 45.2, Exp. 48.4
Employment 44.7, Exp. 47.2

[Sykon Capital @SykonCap]

@KathyJones The layoffs need to be in focus here. Great data point to highlight.

[Sykon Capital @SykonCap]

Is the S&P 500 flashing a warning signal?

Tariffs, hot inflation, and a failed breakout at the 200-day moving average.

Blindly buying this dip is not a strategy.

#inflation #bearmarket #investingtips

[Sykon Capital @SykonCap]

@SJosephBurns @RyanDetrick This is what typically happens, but in those previous periods, investors were mostly washed out of their equity holdings. Today, investors are actually still holding very high levels of equities.

This time may be different.
@AAIISentiment #stocks #Bears

[Sykon Capital @SykonCap]

@Callum_Thomas I think the 200 day moving average chart is the one to watch right now.