Client Log InOceanside Weekly – What to make of the poor U.S. employment report?
March 11, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s weaker than expected February employment and manufacturing reports. He also touches on the upcoming inflation and retail sales data expected this week.... View Post
Oceanside Weekly – Are stock market valuations too high?
March 4, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses stock market valuations, and the surprise earnings growth many companies have reported this quarter. He also touches on 2023 tax forms now that most... View Post
Oceanside Weekly – Should you invest in international markets?
February 26, 2024
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA discuss the Nikkei 225 (Japan) making a new all-time high. They also touch on some recent corporate earnings reports, and the... View Post
Oceanside Weekly – How did markets respond to higher inflation data?
February 20, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s economic data and how markets responded. He also touches on 1099 tax forms, and how custodians must have forms generated by the... View Post
Oceanside Weekly – New tax legislation in the works?
February 12, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the proposed tax legislation that recently passed the House of Representatives, and is now being sent to the Senate. He also outlines the busy... View Post
Oceanside Weekly – Scheduling link going out later today
February 5, 2024
In this week’s video, Johann Kroll, CFA, CFP® shares that our Spring Review scheduling link will be emailed out later today. He also discusses the stronger than expected January employment report and what... View Post
Oceanside Weekly – Will the Fed reduce interest rates this week?
January 29, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s GDP report. He also touches on the upcoming Fed meeting and January employment report. All content is for educational purposes only and... View Post
Oceanside Weekly – Why did retail sales surprise on the upside again?
January 22, 2024
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA discuss last week’s retail sales and the state of markets in 2024. Please continue to also keep an eye out for... View Post
Oceanside Weekly – Tax Forms, RMD Reports & Spring Review Invites
January 16, 2024
In this week’s video, Patrick Gaul, CFP® walks through a few important items Oceanside will be mailing to clients this week and next. Please keep an eye out for your 1099 letter that... View Post
Oceanside Weekly – Why was last week’s employment report a mixed picture?
January 8, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the recent monthly employment report and why it painted a mixed picture. He also reminds you to look for the Required Minimum Distribution and... View Post