Client Log InOceanside Weekly – The IRA/Roth contribution deadline is approaching
March 30, 2026
In this week’s video, Johann Kroll, CFA, CFP® and Nick Schilkey discuss the ongoing conflict with Iran. They also touch on ensuring you do not miss the IRA/Roth contribution deadline if you are... View Post
Oceanside Weekly – What is your financial plan if markets continue to move lower?
March 23, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses the continued developments in the Middle East and encourages everyone to ensure they have a financial plan for market movements in either direction. He... View Post
Oceanside Weekly – Will oil prices influence the Fed decision this week?
March 16, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses the Fed meeting this week and if the recent spike in oil prices will influence their decision. He also touches on rent inflation reporting... View Post
Oceanside Weekly – Why does the price of oil matter so much for stocks?
March 9, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses the price of oil and why it matters so much to stock prices. He also touches on the strengthening U.S. dollar and last month’s... View Post
Oceanside Weekly – How will events in Iran impact markets?
March 2, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses the events in Iran and how they are impacting markets this morning. He also touches on coaching his son’s soccer team and the Nvidia... View Post
Oceanside Weekly – How will the Supreme Court decision on tariffs impact markets?
February 23, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses the Supreme Court’s ruling against global tariffs under the International Emergency Economic Powers Act. He also touches on the U.S. men’s hockey team winning... View Post
Oceanside Weekly – Why did bonds have such a strong week?
February 16, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses why bonds experienced such a strong week. He also touches on a number of important economic data releases. As always, please do not hesitate... View Post
Oceanside 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