Weekly Updates & Educational Webinars

Educating our clients is one of our top priorities. Watching or reading financial media concerning markets can evoke some strong emotional responses that often lead to poor decisions. Because of this, many years ago we decided to produce our own educational material rooted in facts, data, and history, rather than speculation.

The following information is for educational purposes only and does not constitute financial, tax, or legal advice. Please contact the professionals you work with before making any decisions.

The Oceanside Weekly Update

Educational Webinars

40-to-60-minute analysis and insights into relevant topics and events

“Navigating the Medicare Maze” with Matt Scherer

We welcome Matt Scherer, Principal Advisor of Visionary Insurance Advocates, to present, "Navigating the Medicare Maze". What is Medicare? What does it cost? What does it cover? How do I enroll?
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2020 Year End Tax Planning Opportunities

Johann Kroll CFA, CFP® presents on one of our favorite topics, "Year-End Tax Planning Opportunities". We touch on how to identify opportunities before discussing the different strategies we utilize to limit your tax liability in both current and future years.
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How to Manage the Risk of Today’s Top 2 Cyber Threats

US-based businesses suffered $10 Billion of damages due to cyber criminals in 2019. These devastating crimes have no indicators of slowing down due to their criminal successes.
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Cyber Secure Your Wealth

Our society is becoming increasingly interconnected and the opportunities for criminals to leverage technology to impersonate you, steal your money, and cause harm are increasing.
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Should Your Portfolio Change with Inflation Looming

Johann Kroll CFA, CFP®, answers the question, "Should My Portfolio Change With Inflation Looming?". The webinar focuses on what makes an ideal inflation hedge, and how we think your portfolio should be invested in today's environment.
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How to Tame Your Investing Fears

Johann Kroll, CFA, CFP® discusses the common reasons investors are anxious about investing and why it is so important to address and overcome these fears.
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2021 Year-End Tax Planning Opportunities

Johann Kroll CFA, CFP® presents on one of our favorite topics, "Year-End Tax Planning Opportunities".
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How Much Can I Withdraw from my Accounts in Retirement?

Johann Kroll CFA, CFP®, answers the question, "How Much Can I Withdraw from my Accounts in Retirement?" As economic uncertainty rises, the need for a rules-based retirement plan increases as well. Johann will discuss the use of "income guardrails" and why we think this approach is a good fit for many retirees. We close with a brief Q&A.
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2022 Year-End Tax Planning Opportunities

Johann Kroll CFA, CFP®, discusses how to identify year-end tax planning opportunities, before touching on the different strategies you can utilize to limit your tax liability in both current and future years.
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Secure Act 2.0: Retirement Planning Changes & Opportunities

Johann Kroll CFA, CFP®, discusses the "Secure Act 2.0" and the most impactful changes resulting from the legislation.
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