Client Log InOceanside Weekly – What’s in the final version of the new tax bill?
July 7, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the new tax bill signed into law by President Trump. He also provides updates on last week’s jobs report as well as global markets.... View Post
Oceanside Weekly – Why did U.S. Large Caps hit a new high last week?
June 30, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the U.S. large cap index hitting a new high last week. He also provides updates on the proposed tax bill, and other important economic... View Post
Oceanside Weekly – Are there additional economic risks after the Iran bombing?
June 23, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the bombing of Iran and if there are now additional economic risks. He also touches on the Senate’s version of the new tax bill... View Post
Oceanside Weekly – Why do markets often remain steady during overseas geopolitical events?
June 16, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s geopolitical escalation in the Middle East. He also touches on encouraging inflation data and the upcoming Fed meeting. All content is for... View Post
Oceanside Weekly – How did unemployment data move the market?
June 9, 2025
In this week’s video, Patrick Gaul, CFP® discusses last week’s jobs data and the market’s take on it. He also touches on inflation data to keep an eye on this week. All content... View Post
Oceanside Weekly – How has the market performed through May?
June 2, 2025
In this week’s video, Patrick Gaul, CFP® discusses the University of Michigan’s survey data released last week and how the market has performed through the first 5 months of the year. He also... View Post
Oceanside Weekly – Memorial Day – We remember those who made the ultimate sacrifice
May 26, 2025
In this week’s video, Johann Kroll, CFA, CFP® expresses his gratitude on this Memorial Day for those who made the ultimate sacrifice. He also discusses last week’s tax bill which narrowly passed in... View Post
Oceanside Weekly – Is Moody’s downgrade of U.S. debt a concern?
May 19, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses Moody’s downgrade of U.S. debt. He also touches on Tax Form 5498, which was recently generated by most custodians. All content is for educational... View Post
Oceanside Weekly – Should you invest more aggressively with more trade deals in place?
May 12, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s trade deal headlines and whether or not you should adjust portfolios to be more aggressive at this time. He also reminds everyone... View Post
Oceanside Weekly – Why was last week’s -0.3% GDP report not that bad?
May 5, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s GDP report which showed a -0.3% contraction for Q1. He also touches on the better than expected PCE data and a strong... View Post