Client Log InOceanside Weekly – Is the 4% rule too safe?
June 10, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses David Blanchett’s recent article, “Is the 4% rule too safe”? He also touches on last week’s jobs data, and the upcoming CPI report we... View Post
Oceanside Weekly – Why Alternative Investments are usually a poor choice
June 3, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses why alternative investments are usually a poor choice for most investors. He also touches on last week’s PCE data, and the upcoming jobs report... View Post
Oceanside Weekly – Introducing Nick Schilkey to the Oceanside Team
May 28, 2024
In this week’s video, Johann Kroll, CFA, CFP® introduces the newest member of the Oceanside Team, Nick Schilkey. He and Nick also touch on Tax Form 5498, and the FOMC minutes from last... View Post
Oceanside Weekly – Please RSVP for Memorial Day Food Truck Client Appreciation Event
May 20, 2024
In this week’s video, Johann Kroll, CFA, CFP® asks that you please RSVP to next week’s Memorial Day Pizza Truck outing if you plan to attend. He also touches on Tax Form 5498,... View Post
Oceanside Weekly – New baby boy in the Kroll family
May 13, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the arrival of their son, Hank Christian Kroll. He also touches on the continued strength of Q1 earnings driving the market higher. All content... View Post
Oceanside Weekly – What to make of last week’s Fed meeting and economic data
May 6, 2024
In this week’s video, Patrick Gaul, CFP® discusses the highlights from last week’s Fed meeting. He also touches on a few economic data points that were released. All content is for educational purposes... View Post
Oceanside Weekly – IRS waives RMDs again for some Inherited IRA accounts
April 29, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the IRS waiving RMDs again in 2024 for Inherited IRA beneficiaries subject to the Secure Act. He also touches on the Q1 GDP report,... View Post
Oceanside Weekly – Are companies sandbagging their earnings guidance?
April 22, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses Q1 corporate earnings thus far, and whether companies might be “sandbagging” forward looking guidance. He also shares that the Kroll family is expecting another... View Post
Oceanside Weekly – What does the Iran and Israel conflict mean for markets?
April 15, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the geopolitical escalation between Iran and Israel, and what the conflict means for markets. He also touches on the firm’s 10-year anniversary this month.... View Post
Oceanside Weekly – What to make of stronger than expected U.S. employment data?
April 8, 2024
In this weeks video, Patrick Gaul, CFP® discusses how the market responded to the stronger than expected employment data released Friday. He also mentions that we will be continuing to tackle any remaining... View Post