Client Log InOceanside Weekly – Does the Social Security Fairness Act impact my retirement?
January 6, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the recently passed Social Security Fairness Act. He also touches on markets and a few items to expect in the coming weeks. All content... View Post
Oceanside Weekly – What to check on your 1099 letter?
January 20, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the 1099 summary letter which we will be mailing out today. He also touches on a strong week for global equity markets. All content... View Post
Oceanside Weekly – Was last week’s economic data too strong?
January 13, 2025
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA, discuss last week’s strong economic data. They also touch on our 1099 letters. All content is for educational purposes only and... View Post
Oceanside Weekly – What Can You Learn from Warren Buffet’s Real Estate Investments?
December 9, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses a 2014 paper written by Warren Buffet titled, “What You Can Learn From My Real Estate Investments.” He also touches on last week’s geopolitical... View Post
Oceanside Weekly – Why does recent economic data make the Fed’s interest rate decision more difficult?
December 16, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses recent economic data and why it might make the Fed’s interest rate decision more difficult this week. He also touches on a few items... View Post
Oceanside Weekly – What did the market think of Trump’s Treasury Secretary pick?
December 2, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses Trump’s Treasury Secretary pick, Scott Bessent. He also shares a few important reminders for this weekend’s Client Appreciation Hockey Games. All content is for... View Post
Oceanside Weekly – Where should you be adding to your portfolios?
November 25, 2024
In this week’s video, Johann Kroll, CFA, CFP® wishes everyone a Happy Thanksgiving and discusses some interesting research surrounding valuations of different pockets of the market. He also shares that we still have... View Post
Oceanside Weekly – Happy Veterans Day – What did the stock market do after the U.S. Election?
November 11, 2024
In this week’s video, Patrick Gaul, CFP® discusses what the stock market did after the U.S. Presidential election. He also reminds you to please RSVP to our client appreciation hockey games in early... View Post
Oceanside Weekly – Will the Fed keep rates higher for longer?
November 18, 2024
In this week’s video, Patrick Gaul, CFP® discusses the market’s take on two FOMC members’ comments from last week. He also touches on housing and consumer sentiment data to be released later this... View Post
Oceanside Weekly – What will the stock market do after the U.S. Election?
November 5, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses what to expect from the stock market after the U.S. Presidential election tomorrow. He also reminds you to please RSVP to our client appreciation... View Post