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
Oceanside Weekly – Happy Easter & Spring Review Action Items
April 1, 2024
In this weeks video, Patrick Gaul, CFP® briefly discusses Q1 performance and economic data to be released this week. He also mentions that will be reaching out this week to tackle any remaining... View Post
Oceanside Weekly – Is the Fed opening the door to more inflation?
March 25, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s Fed meeting and important takeaways. He also touches on a strong week for markets and upcoming economic data. All content is for... View Post
Oceanside Weekly – Will the Fed cut rates with current inflation levels?
March 18, 2024
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA discuss last week’s inflation and retail sales data. They also touch on what to expect from the upcoming Fed meeting this... View Post
Oceanside Weekly – What to make of the poor U.S. employment report?
March 11, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s weaker than expected February employment and manufacturing reports. He also touches on the upcoming inflation and retail sales data expected this week.... View Post
Oceanside Weekly – Are stock market valuations too high?
March 4, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses stock market valuations, and the surprise earnings growth many companies have reported this quarter. He also touches on 2023 tax forms now that most... View Post
Oceanside Weekly – Should you invest in international markets?
February 26, 2024
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA discuss the Nikkei 225 (Japan) making a new all-time high. They also touch on some recent corporate earnings reports, and the... View Post
Oceanside Weekly – How did markets respond to higher inflation data?
February 20, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s economic data and how markets responded. He also touches on 1099 tax forms, and how custodians must have forms generated by the... View Post