Weekly Market Update

In this week’s video, Johann Kroll, CFA, CFP® wishes everyone a Happy Thanksgiving. He also touches on AI valuation concerns and reminds everyone to RSVP to the Client Appreciation Hockey Games if you... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the recent lawsuit involving NASCAR legend Kyle Busch, and a subpar life insurance policy he was sold. He also touches on last week’s market... View Post

In this week’s video, Patrick Gaul, CFP® discusses Friday’s release of the University of Michigan’s consumer sentiment survey. He also touches on last week’s market and rumblings of progress toward ending the government... View Post

In this week’s video, Patrick Gaul, CFP® discusses the expected retirement plan contribution limits for 2026. He also touches on last week’s Fed meeting and expectations for December’s meeting. As always, please do... View Post

In this week’s video, Tyson Strachan, MBA, and Nick Schilkey discuss the 2026 Social Security COLA adjustment of 2.8%. They also discuss inflation numbers and what to expect coming out of Wednesday’s Fed... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses if it makes sense to own gold in a portfolio. He also touches on being in charge of “daddy day care” over the weekend.... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses new global trade concerns between the U.S. and China. He also mentions the IRS no longer accepts mailed checks – contact our office if... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses some historical context for periods of government shutdowns. He also touches on the Oceanside team’s experience at the tax planning conference last week. As... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the potential government shutdown, and last week’s better than expected GDP data. He also touches on the Oceanside team heading to a tax planning... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses data showing how often mortgage rates decline after the Fed cuts interest rates. He also touches on last week’s interest rate decision and what... View Post