Client Log InOceanside 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
Oceanside Weekly – Why did the market perform well last week?
April 28, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the positive week in global markets. He also touches on his son’s successful birthday party over the weekend. All content is for educational purposes... View Post
Oceanside Weekly – Should Fed Chair Powell be cutting interest rates?
April 21, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the recent news that President Trump is unhappy with Federal Reserve Chair, Jerome Powell’s stance on interest rates. He also touches on new restrictions... View Post
Oceanside Weekly – Tariff Updates: How can you quantify market uncertainty?
April 14, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses another eventful week of global headlines. He also touches on the volatility index and how investors can quantify market uncertainty. All content is for... View Post
Oceanside Weekly – Tariff updates, and why you need a financial plan
April 7, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s tariff announcement and the subsequent market reaction. He also touches on the importance of having a financial plan during times of volatility.... View Post
Oceanside Weekly – Is tariff clarity coming this week?
March 31, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the expected tariff announcement coming Wednesday. He also touches on international equities now outperforming the NASDAQ by 20% thus far in 2025. All content... View Post
Oceanside Weekly – Tariffs more Targeted?
March 24, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses that recent reports suggest President Trump’s tariffs may be more targeted. He also touches on last week’s Fed meeting. All content is for educational... View Post
Oceanside Weekly – Why did some Social Security checks increase?
March 17, 2025
In this week’s video, Johann Kroll, CFA, CFP® discusses the recent Social Security benefit increase for some recipients who have “non-covered” pensions. He also touches on last month’s inflation data. All content is... View Post