Client Log InOceanside Weekly – New tax legislation in the works?
February 12, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the proposed tax legislation that recently passed the House of Representatives, and is now being sent to the Senate. He also outlines the busy... View Post
Oceanside Weekly – Scheduling link going out later today
February 5, 2024
In this week’s video, Johann Kroll, CFA, CFP® shares that our Spring Review scheduling link will be emailed out later today. He also discusses the stronger than expected January employment report and what... View Post
Oceanside Weekly – Will the Fed reduce interest rates this week?
January 29, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s GDP report. He also touches on the upcoming Fed meeting and January employment report. All content is for educational purposes only and... View Post
Oceanside Weekly – Why did retail sales surprise on the upside again?
January 22, 2024
In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA discuss last week’s retail sales and the state of markets in 2024. Please continue to also keep an eye out for... View Post
Oceanside Weekly – Tax Forms, RMD Reports & Spring Review Invites
January 16, 2024
In this week’s video, Patrick Gaul, CFP® walks through a few important items Oceanside will be mailing to clients this week and next. Please keep an eye out for your 1099 letter that... View Post
Oceanside Weekly – Why was last week’s employment report a mixed picture?
January 8, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses the recent monthly employment report and why it painted a mixed picture. He also reminds you to look for the Required Minimum Distribution and... View Post
Oceanside Weekly – Do you remember what market expectations were twelve months ago?
January 2, 2024
In this week’s video, Johann Kroll, CFA, CFP® discusses capital markets in 2023, and some thoughts on the 2024 year ahead. He also reminds you to look for the Required Minimum Distribution and... View Post
Oceanside Weekly – How did the Dow Jones hit a new high?
December 18, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the Dow Jones Industrial Average reaching a new high. He also shares some exciting news from the office as Patrick and Victoria welcomed their... View Post
Oceanside Weekly – What did we learn from the November employment report?
December 11, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the better than expected November employment report. He also touches on some critical economic data that will be released this week. All content is... View Post
Oceanside Weekly – Why did stocks and bonds perform so well in November?
December 4, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses why both fixed income and stocks performed so well in the month of November. He also touches on Required Minimum Distributions, and that our... View Post