Client Log InOceanside Weekly – Why did stocks and bonds perform so well in November?
December 4, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses why both fixed income and stocks performed so well in the month of November. He also touches on Required Minimum Distributions, and that our... Read More
Oceanside Weekly – Uneventful holiday-shortened week for markets
November 27, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses equity markets moving modestly higher in what was a relatively uneventful holiday-shortened week for markets. He also touches on some reminders for our Client... Read More
Oceanside Weekly – Why did markets move higher after the inflation data?
November 20, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the October inflation data and why markets responded in a favorable direction. He also touches on some cautionary commentary from Walmart and Target. All... Read More
Oceanside Weekly – Thank you to our veterans!
November 13, 2023
In this week’s video, Johann Kroll, CFA, CFP® sends a special thank you to our veterans for their service! He also discusses the relatively quiet week for markets and what to expect in... Read More
Oceanside Weekly – Why the market had its best week of the year
November 6, 2023
In this week’s video, Patrick Gaul, CFP® discusses the market having its best week of the year. He touches on last week’s jobs report, the I Bond rate for November of 2023, 401(k)/IRA... Read More
How often do markets experience 10% corrections?
October 30, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses markets and the recent 10% correction from this summer’s levels. He also touches on last week’s GDP report and corporate earnings. All content is... Read More
Q3 GDP and important inflation data to be released this week
October 23, 2023
In this week’s video, Patrick Gaul, CFP® briefly discusses last week’s market performance. He also touches on what to expect this week in the market (volatility) as a few important pieces of economic... Read More
How much will Social Security increase in 2024?
October 17, 2023
In this week’s video, Patrick Gaul, CFP® discusses the 2024 cost-of-living adjustment (COLA). He also discusses our team tackling Fall Review action items in the coming weeks. All content is for educational purposes... Read More
How do I identify a scam?
October 9, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses how financial scams are on the rise and how you can protect yourself. He also touches on last week’s employment report and other economic... Read More
Are bonds setting up for a bull market?
October 2, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the current interest rate environment and why bonds may be setting up for a bull market. He also touches on last week’s PCE inflation... Read More