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- Category: General
- Retiring Before 65: Navigating Health Insurance, Healthcare, and Tax Strategies for Early Retirement | 07 2025
- Benefits of Geographic Diversification for Financial Stability | 02 2025
- Time Horizon Considerations for Portfolio Construction | 02 2025
- Integrating Tax Considerations into Asset Allocation | 09 2024
- The Importance of Regular Portfolio Rebalancing | 07 2024
- Aligning Client Goals with Asset Allocation Strategies | 06 2024
- Impact of Market Cycles on Asset Allocation Decisions | 05 2024
- Understanding Risk Tolerance for Effective Asset Allocation | 05 2024
- Strategic Asset Allocation for Long-Term Investment Success | 04 2024
- Benefits of Geographic Diversification for Financial Stability | 04 2024
- Category: Webinars
- How Much Can I Withdraw from my Accounts in Retirement? | 08 2022
- 2022 Year-End Tax Planning Opportunities | 11 2022
- Secure Act 2.0: Retirement Planning Changes & Opportunities | 01 2023
- Cyber Secure Your Wealth | 02 2021
- How to Tame Your Investing Fears | 09 2021
- Should You Buy Gold? | 08 2020
- Should Your Portfolio Change with Inflation Looming | 06 2021
- “Navigating the Medicare Maze” with Matt Scherer | 11 2020
- The Value of Rebalancing | 05 2020
- A Study of Declining Markets | 04 2020
- Discussing “The Geometry of Wealth” | 06 2020
- What We Should Be Teaching Our Children about Personal Finance | 07 2020
- Should You Buy Individual Stocks or Funds? | 09 2020
- What History Tells Us About Presidential Elections and Markets | 10 2020
- 2021 Year-End Tax Planning Opportunities | 11 2021
- Spending with Confidence in Retirement: How to Not Run Out of Money | 07 2020
- How to Manage the Risk of Today’s Top 2 Cyber Threats | 02 2021
- What is “Estate Planning” and Why Do I Need It? | 10 2020
- 2020 Year End Tax Planning Opportunities | 11 2020
- Taxes in Retirement | 05 2020
- Category: Weekly Market Update
- Oceanside Weekly – What does dissension among the FOMC mean for interest rates? | 07 2025
- Oceanside Weekly – What’s in the final version of the new tax bill? | 07 2025
- Oceanside Weekly – Why did U.S. Large Caps hit a new high last week? | 06 2025
- Oceanside Weekly – Are there additional economic risks after the Iran bombing? | 06 2025
- Oceanside Weekly – Why do markets often remain steady during overseas geopolitical events? | 06 2025
- Oceanside Weekly – How did unemployment data move the market? | 06 2025
- Oceanside Weekly – How has the market performed through May? | 06 2025
- Oceanside Weekly – Memorial Day – We remember those who made the ultimate sacrifice | 05 2025
- Oceanside Weekly – Is Moody’s downgrade of U.S. debt a concern? | 05 2025
- Oceanside Weekly – Should you invest more aggressively with more trade deals in place? | 05 2025
- Oceanside Weekly – Why was last week’s -0.3% GDP report not that bad? | 05 2025
- Oceanside Weekly – Why did the market perform well last week? | 04 2025
- Oceanside Weekly – Should Fed Chair Powell be cutting interest rates? | 04 2025
- Oceanside Weekly – Tariff Updates: How can you quantify market uncertainty? | 04 2025
- Oceanside Weekly – Tariff updates, and why you need a financial plan | 04 2025
- Oceanside Weekly – Is tariff clarity coming this week? | 03 2025
- Oceanside Weekly – Tariffs more Targeted? | 03 2025
- Oceanside Weekly – Why did some Social Security checks increase? | 03 2025
- Oceanside Weekly – First Discussions for new U.S.Tax Bill | 03 2025
- Oceanside Weekly – Why has U.S. Tech Struggled this year? | 03 2025
- Oceanside Weekly – Why are International Markets Outperforming the U.S.? | 02 2025
- Oceanside Weekly – Excited for Spring Reviews Next Week | 02 2025
- Oceanside Weekly – Do tariffs cause inflation? | 02 2025
- Oceanside Weekly – Has the Market Priced In Tariffs? | 02 2025
- Oceanside Weekly – Are US tech companies concerned with Chinese AI development? | 01 2025
- Oceanside Weekly – What to check on your 1099 letter? | 01 2025
- Oceanside Weekly – Was last week’s economic data too strong? | 01 2025
- Oceanside Weekly – Does the Social Security Fairness Act impact my retirement? | 01 2025
- Oceanside Weekly – Why does recent economic data make the Fed’s interest rate decision more difficult? | 12 2024
- Oceanside Weekly – What Can You Learn from Warren Buffet’s Real Estate Investments? | 12 2024
- Oceanside Weekly – What did the market think of Trump’s Treasury Secretary pick? | 12 2024
- Oceanside Weekly – Where should you be adding to your portfolios? | 11 2024
- Oceanside Weekly – Will the Fed keep rates higher for longer? | 11 2024
- Oceanside Weekly – Happy Veterans Day – What did the stock market do after the U.S. Election? | 11 2024
- Oceanside Weekly – What will the stock market do after the U.S. Election? | 11 2024
- Oceanside Weekly – Why are interest rates moving higher after the Fed rate cut? | 10 2024
- Oceanside Weekly – Is Social Security getting a COLA adjustment for 2025? | 10 2024
- Oceanside Weekly – Were the higher than expected unemployment claims from hurricane impacts? | 10 2024
- Oceanside Weekly – Why are Economic Forecasts Worse Than Useless? | 10 2024
- Oceanside Weekly – Should you change strategy after the massive Chinese stimulus package? | 09 2024
- Oceanside Weekly – How did the market respond to the surprise 0.5% interest rate cut? | 09 2024
- Oceanside Weekly – Fed Meeting & Johann has surgery on old hockey injury | 09 2024
- Oceanside Weekly – What to make of August’s somewhat disappointing jobs report? | 09 2024
- Oceanside Weekly – Why Nvidia earnings were not good enough | 09 2024
- Oceanside Weekly – An example on avoiding fraudulent emails | 08 2024
- Oceanside Weekly – Why did stocks rebound so much last week? | 08 2024
- Oceanside Weekly – Please remember to schedule your Fall Review | 08 2024
- Oceanside Weekly – Why did bonds have their best week of the year? | 08 2024
- Oceanside Weekly – Daughter Keegan joins Johann on the show again | 07 2024
- Oceanside Weekly – Why did small caps massively outperform tech last week? | 07 2024
- Oceanside Weekly – How will the Trump assassination attempt impact markets? | 07 2024
- Oceanside Weekly – Why did the bond market have such a strong week? | 07 2024
- Oceanside Weekly – Are you surprised markets are higher this year? | 07 2024
- Oceanside Weekly – Should your strategy change with the S&P 500 at all-time highs? | 06 2024
- Oceanside Weekly – What did the May CPI report tell us about inflation? | 06 2024
- Oceanside Weekly – Is the 4% rule too safe? | 06 2024
- Oceanside Weekly – Why Alternative Investments are usually a poor choice | 06 2024
- Oceanside Weekly – Introducing Nick Schilkey to the Oceanside Team | 05 2024
- Oceanside Weekly – Please RSVP for Memorial Day Food Truck Client Appreciation Event | 05 2024
- Oceanside Weekly – New baby boy in the Kroll family | 05 2024
- Oceanside Weekly – What to make of last week’s Fed meeting and economic data | 05 2024
- Oceanside Weekly – IRS waives RMDs again for some Inherited IRA accounts | 04 2024
- Oceanside Weekly – Are companies sandbagging their earnings guidance? | 04 2024
- Oceanside Weekly – What does the Iran and Israel conflict mean for markets? | 04 2024
- Oceanside Weekly – What to make of stronger than expected U.S. employment data? | 04 2024
- Oceanside Weekly – Happy Easter & Spring Review Action Items | 04 2024
- Oceanside Weekly – Is the Fed opening the door to more inflation? | 03 2024
- Oceanside Weekly – Will the Fed cut rates with current inflation levels? | 03 2024
- Oceanside Weekly – What to make of the poor U.S. employment report? | 03 2024
- Oceanside Weekly – Are stock market valuations too high? | 03 2024
- Oceanside Weekly – Should you invest in international markets? | 02 2024
- Oceanside Weekly – How did markets respond to higher inflation data? | 02 2024
- Oceanside Weekly – New tax legislation in the works? | 02 2024
- Oceanside Weekly – Scheduling link going out later today | 02 2024
- Oceanside Weekly – Will the Fed reduce interest rates this week? | 01 2024
- Oceanside Weekly – Why did retail sales surprise on the upside again? | 01 2024
- Oceanside Weekly – Tax Forms, RMD Reports & Spring Review Invites | 01 2024
- Oceanside Weekly – Why was last week’s employment report a mixed picture? | 01 2024
- Oceanside Weekly – Do you remember what market expectations were twelve months ago? | 01 2024
- Oceanside Weekly – How did the Dow Jones hit a new high? | 12 2023
- Oceanside Weekly – What did we learn from the November employment report? | 12 2023
- Oceanside Weekly – Why did stocks and bonds perform so well in November? | 12 2023
- Oceanside Weekly – Uneventful holiday-shortened week for markets | 11 2023
- Oceanside Weekly – Why did markets move higher after the inflation data? | 11 2023
- Oceanside Weekly – Thank you to our veterans! | 11 2023
- Oceanside Weekly – Why the market had its best week of the year | 11 2023
- How often do markets experience 10% corrections? | 10 2023
- Q3 GDP and important inflation data to be released this week | 10 2023
- How much will Social Security increase in 2024? | 10 2023
- How do I identify a scam? | 10 2023
- Are bonds setting up for a bull market? | 10 2023
- When will the Fed stop hiking interest rates? | 09 2023
- Will the Fed hike rates again this week? | 09 2023
- Why is the yield curve steepening as of late? | 09 2023
- Is the jobs opening data (JOLTS) telling us something? | 09 2023
- Why doesn’t CNBC tell you about some of the best investments? | 08 2023
- Have you started year-end tax planning? | 08 2023
- Implications of Last Week’s Inflation and Jobs Numbers | 08 2023
- How did markets respond to the US Debt Downgrade? | 08 2023
- Another example of why it’s so difficult to time markets | 07 2023
- Johann is joined by daughter Keegan to discuss corporate earnings | 07 2023
- What is the domino effect of lower than expected inflation? | 07 2023
- Do you fall prey to recency bias? | 07 2023
- Should you still hold international stocks? | 07 2023
- What type of accounts do rate hikes most impact? | 06 2023
- What can we expect with the Fed pausing rates? | 06 2023
- How will the Fed take May’s jobs report? | 06 2023
- Has a debt ceiling resolution been reached? | 05 2023