Client Log InOceanside Weekly – Are you surprised markets are higher this year?
July 2, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the first half of the 2024 trading year. He also touches on last week’s economic data, and the upcoming employment report on Friday. All... View Post
Oceanside Weekly – Should your strategy change with the S&P 500 at all-time highs?
June 24, 2024
In this week’s video, Patrick Gaul, CFP® discusses the S&P 500 hitting an all-time high on Thursday of last week. Patrick also touches on last week’s economic data and the Congressional budget office’s... View Post
Oceanside Weekly – What did the May CPI report tell us about inflation?
June 17, 2024
In this week’s video, Patrick Gaul, CFP® discusses last week’s May CPI report and the FOMC meeting. Patrick also touches on last week’s current economic conditions report and the upcoming housing figures to... View Post
Oceanside 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