Client Log InOceanside Weekly – Do you remember what market expectations were twelve months ago?
January 2, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses capital markets in 2023, and some thoughts on the 2024 year ahead. He also reminds you to look for the Required Minimum Distribution and... View Post
Oceanside Weekly – How did the Dow Jones hit a new high?
December 18, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the Dow Jones Industrial Average reaching a new high. He also shares some exciting news from the office as Patrick and Victoria welcomed their... View Post
Oceanside Weekly – What did we learn from the November employment report?
December 11, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the better than expected November employment report. He also touches on some critical economic data that will be released this week. All content is... View Post
Oceanside 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... View Post
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... View Post
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... View Post
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... View Post
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... View Post
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... View Post
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... View Post