Oceanside Weekly – What to make of last week’s Fed meeting and economic data
May 6, 2024
In this week’s video, Patrick Gaul, CFP® discusses the highlights from last week’s Fed meeting. He also touches on a few economic data points that were released. All content is for educational purposes... Read More
Oceanside Weekly – Are companies sandbagging their earnings guidance?
April 22, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses Q1 corporate earnings thus far, and whether companies might be “sandbagging” forward looking guidance. He also shares that the Kroll family is expecting another... Read More
Oceanside Weekly – IRS waives RMDs again for some Inherited IRA accounts
April 29, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the IRS waiving RMDs again in 2024 for Inherited IRA beneficiaries subject to the Secure Act. He also touches on the Q1 GDP report,... Read More
Oceanside Weekly – What to make of stronger than expected U.S. employment data?
April 8, 2024
In this weeks video, Patrick Gaul, CFP® discusses how the market responded to the stronger than expected employment data released Friday. He also mentions that we will be continuing to tackle any remaining... Read More
Oceanside Weekly – Happy Easter & Spring Review Action Items
April 1, 2024
In this weeks video, Patrick Gaul, CFP® briefly discusses Q1 performance and economic data to be released this week. He also mentions that will be reaching out this week to tackle any remaining... Read More
Oceanside Weekly – Is the Fed opening the door to more inflation?
March 25, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s Fed meeting and important takeaways. He also touches on a strong week for markets and upcoming economic data. All content is for... Read More
Oceanside Weekly – Will the Fed cut rates with current inflation levels?
March 18, 2024
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA discuss last week’s inflation and retail sales data. They also touch on what to expect from the upcoming Fed meeting this... Read More
Oceanside Weekly – What to make of the poor U.S. employment report?
March 11, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s weaker than expected February employment and manufacturing reports. He also touches on the upcoming inflation and retail sales data expected this week.... Read More
Oceanside Weekly – Are stock market valuations too high?
March 4, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses stock market valuations, and the surprise earnings growth many companies have reported this quarter. He also touches on 2023 tax forms now that most... Read More
Oceanside Weekly – Should you invest in international markets?
February 26, 2024
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA discuss the Nikkei 225 (Japan) making a new all-time high. They also touch on some recent corporate earnings reports, and the... Read More