Client Log InOceanside Weekly – How can my portfolio be performing so well in 2026 while the NASDAQ is negative?
February 9, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses why many client portfolios are performing so well in 2026 despite the NASDAQ being negative on the year. He apologized after he realized how... View Post
Oceanside Weekly – Was the new Fed chair nominee the reason gold and silver plummeted last week?
February 2, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses the new Fed Chair nominee, Kevin Warsh, and the strengthening dollar’s impact on commodities. He also mentions to please be on the lookout for... View Post
Oceanside Weekly – Why might international markets outperform again in 2026?
January 26, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses another busy week of geopolitical headlines, and why international markets might outperform again in 2026. He also mentions to please be on the lookout... View Post
Oceanside Weekly – Why are Greenland and Japan moving markets this morning?
January 20, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses the headlines coming out of Greenland and Japan that are moving markets this morning. He also touches on the various documents being mailed to... View Post
Oceanside Weekly – When should I expect my tax forms?
January 12, 2026
In this week’s video, Patrick Gaul, CFP® discusses the “1099 Letter” our office will be sending out this week. He also touches on when you can expect various tax forms to be generated... View Post
Oceanside Weekly – Will Maduro’s capture have an impact on markets?
January 5, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses how markets are responding to the capture of Venezuelan president Nicolas Maduro. He also touches on a few items the team will be working... View Post
Oceanside Weekly – What to make of the economic data during the government shutdown?
December 22, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the slew of retroactive economic data that was received last week. He also touches on updated 2026 contribution limits and wishes everyone a Merry... View Post
Oceanside Weekly – Fed makes last rate cut of 2025
December 15, 2025
In this week’s video, Tyson Strachan, MBA and Nick Schilkey discuss last week’s Fed meeting that resulted in another 0.25% rate cut. They also touch on economic data to look for this week.... View Post
Oceanside Weekly – Why are longer-term interest rates not declining with Fed rate cuts?
December 8, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses Wednesday’s Fed meeting, and shares some narratives as to why longer term interest rates are not moving with rate cuts. He also touches on... View Post
Oceanside Weekly – Why this year’s strong market performance makes sense in hindsight
December 2, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses why this year’s strong market performance makes sense in hindsight. He also touches on this weekend’s Client Appreciation hockey games regarding receiving tickets, parking,... View Post