Client Log InOceanside Weekly – What type of stocks benefit most from Fed rate cuts?
August 25, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the Jackson Hole Fed meeting and which type of stocks benefit most from Fed rate cuts. He also touches on retail earnings from last... View Post
Oceanside Weekly – New Tax Bill Webinar is now Posted to Website
August 18, 2025
In this week’s video, Johann Kroll, CFA, CFP® shares that the new tax bill webinar is now posted to our website. He also discusses his experience taking his 4-year-old ice skating for the... View Post
Oceanside Weekly – Why are analysts needing to raise growth expectations?
August 11, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses why analysts are needing to raise growth forecasts. He also reminds everyone to schedule your fall review. All content is for educational purposes only... View Post
Oceanside Weekly – Register for Webinar – Tax Planning around the Big Beautiful Bill
August 4, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses this Thursday’s webinar as the team will dig into tax planning implications of the new legislation. The webinar will begin at 1pm Eastern Time... View Post
Oceanside Weekly – Why is the market making new highs right now?
July 28, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses why many stock markets are hitting all-time highs. He also shares a little about his fun weekend at the Ohio State hockey alumni golf... View Post
Oceanside Weekly – Do you remember how you felt in April about financial markets?
July 21, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the behavioral exercise of thinking back to how you felt in April during the peak uncertainty of tariffs and a potential trade war. He... View Post
Oceanside Weekly – What does dissension among the FOMC mean for interest rates?
July 14, 2025
In this week’s video, Patrick Gaul, CFP® discusses the Fed committee June meeting minutes and what it means for interest rates. He also touches on economic data scheduled to be released later this... View Post
Oceanside 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