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

Discussing “The Geometry of Wealth”

Johann Kroll, CFA, CFP® presents on Dr. Brian Portnoy’s bestselling book, The Geometry of Wealth, which details his impressive research and practical advice as it relates to retirement planning, investing and behavioral finance.
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What We Should Be Teaching Our Children about Personal Finance

Johann Kroll, CFA, CFP® and Partner, Patrick Gaul, CFP® discuss the basics of personal finance. They dive into the areas of paying off debts versus investing, when to contribute to Roth accounts or Traditional, and the basics of building a well-diversified portfolio.
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Should You Buy Individual Stocks or Funds?

Johann Kroll CFA, CFP®, answers the question, "Should You Buy Individual Stocks or Funds?" We will discuss the pros and cons of each and examine what academic evidence suggests.
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What History Tells Us About Presidential Elections and Markets

Johann Kroll CFA, CFP® presents on the question we receive every four years, "What will happen to the market if _________ gets elected president?"
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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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Spending with Confidence in Retirement: How to Not Run Out of Money

Johann Kroll CFA, CFP®, presents "Spending with Confidence in Retirement: How To Not Run Out of Money". This topic is one of the most critical and complex questions on which a financial planner must advise a client.
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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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What is “Estate Planning” and Why Do I Need It?

We welcome guest speaker, attorney Morgan Insley of Buist Byars & Taylor to present alongside Johann Kroll CFA, CFP®. Morgan and Johann discuss some of the basics of Estate Planning and how it plays an important role in financial planning.
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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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Taxes in Retirement

Johann Kroll, CFA, CFP® presents on, "Taxes in Retirement", where we take a look at how the 2017 Tax Reform, the 2019 SECURE Act, and the 2020 CARES Act have dramatically changed how to best manage your tax liability in retirement.
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