Weekly Market Update

In this week’s video, Johann Kroll, CFA, CFP® discusses some historical context for periods of government shutdowns. He also touches on the Oceanside team’s experience at the tax planning conference last week. As... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the potential government shutdown, and last week’s better than expected GDP data. He also touches on the Oceanside team heading to a tax planning... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses data showing how often mortgage rates decline after the Fed cuts interest rates. He also touches on last week’s interest rate decision and what... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses Wednesday’s Fed interest rate decision and its market implications. He also touches on last week’s inflation and employment data. As always, please do not... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses a fun study comparing the returns of investing in pro sports teams versus public stocks. He also touches on last week’s weaker than expected... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses why NVIDIA stock did not move after reporting a 56% jump in revenue. He also touches on the first week of fall reviews. As... View Post

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

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

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

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