Oceanside Weekly – Why do Emerging Market holdings need to be diversified?
June 1, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses why the Emerging Market holdings in portfolios should be diversified. He also touches on another good week for markets, and the most recent inflation... View Post
Oceanside Weekly – Why is this week’s inflation data important?
May 26, 2026
In this week’s video, Johann Kroll, CFA, CFP discusses why this week’s inflation data will have interesting market implications. He also touches on the SpaceX IPO, which is currently scheduled to go public... View Post
Oceanside Weekly – Why might Producer Price Index (PPI) matter more than CPI inflation?
May 18, 2026
In this week’s video, Johann Kroll, CFA, CFP discusses last week’s inflation data and why Producer Price Index (PPI) data might be more important than the Consumer Price Index (CPI). He also provides... View Post
Oceanside Weekly – Why did strong earnings and the jobs report continue to drive markets?
May 11, 2026
In this week’s video, Johann Kroll, CFA, CFP discusses last week’s earnings reports and the latest employment data. He also speaks to the moms out there post Mothers Day weekend. As always, please... View Post
Oceanside Weekly – What do the four dissenting opinions on the Fed mean for interest rates?
May 4, 2026
In this week’s video, Johann Kroll, CFA, CFA discusses last week’s Fed meeting, as well as the four dissenting opinions on the board. He also reminds everyone to please RSVP for our Memorial... View Post
Oceanside Weekly – Are larger tax refunds driving impressive consumer spending?
April 27, 2026
In this week’s video, Johann Kroll, CFA, CFA discusses the larger tax refunds many Americans are receiving this spring and whether that may be driving consumer spending. He also reminds everyone to please... View Post
Oceanside Weekly – Why you can’t wait for market risks to “feel better” before investing
April 20, 2026
In this week’s video, Johann Kroll, CFA, CFA discusses why you can’t wait for markets to “feel better” before investing. He also touches on last week’s big rally higher in most equity markets... View Post
Oceanside Weekly – Congratulations to the Gaul family!
April 13, 2026
In this week’s video, Tyson Strachan, MBA and Nick Schilkey share the exciting news of the newest addition to the Gaul family, with more details to come. They also discuss the ongoing volatility... View Post
Oceanside Weekly – How did stocks go up 3% last week with higher oil prices?
April 6, 2026
In this week’s video, Johann Kroll, CFA, CFP® discusses how stocks rebounded last week even with the headwinds of higher oil prices. He also touches on the expected IPOs of SpaceX and Open... View Post
Oceanside 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