Client Log InWill the Fed hike rates again this week?
September 18, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the upcoming Fed meeting and whether or not recent economic data justifies another interest rate hike. He also touches on the first week of... View Post
Why is the yield curve steepening as of late?
September 11, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses how the U.S. yield curve has quietly been steepening as of late. He also touches on some things you’ll want to check if the... View Post
Is the jobs opening data (JOLTS) telling us something?
September 5, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the August employment data and market implications. He also touches on the completion of the TD Ameritrade/Charles Schwab merger and some things to consider... View Post
Why doesn’t CNBC tell you about some of the best investments?
August 28, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the need to be careful when evaluating investment strategies. He recommends being particularly prudent when being pitched an idea through financial media. Johann also... View Post
Have you started year-end tax planning?
August 21, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses some items to consider for year-end tax planning. He also touches on last week’s stronger than expected retail sales figures which drove interest rates... View Post
Implications of Last Week’s Inflation and Jobs Numbers
August 14, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s inflation and initial jobless claims figures. All content is for educational purposes only and does not constitute financial, tax, or legal advice.... View Post
How did markets respond to the US Debt Downgrade?
August 7, 2023
In this week’s video, Patrick Gaul, CFP® discusses the market’s response to the US debt downgrade. He also touches on the July jobs report. All content is for educational purposes only and does... View Post
Another example of why it’s so difficult to time markets
July 31, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s unambiguously strong economic data, and why it is so difficult to “time markets”. He also touches on the upcoming employment report this... View Post
Johann is joined by daughter Keegan to discuss corporate earnings
July 24, 2023
In this week’s video, Johann Kroll, CFA, CFP® is joined by his daughter Keegan to discuss last week’s corporate earnings. They also touch on the upcoming Federal Reserve decision this Wednesday. All content... View Post
What is the domino effect of lower than expected inflation?
July 17, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the domino effect of lower than expected inflation. He also touches on last week’s CPI and PPI data, as well as the bond and... View Post