Kodiak Capital Advisors
Kodiak Capital Advisors is an investment advisory firm founded to steward your family's wealth and help you build your legacy.

Latest

Jun
19

Base Camp — Friday, June 19, 2026 · Juneteenth Edition

Markets are closed today for Juneteenth. No premarket scramble — so instead, a calm look back at the week that was
2 min read
Jun
17

Base Camp — Wednesday, June 17, 2026

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak
2 min read
May
13
Why Portfolio Rebalancing Matters—and How to Get It Right

Why Portfolio Rebalancing Matters—and How to Get It Right

Your portfolio doesn't stay balanced on its own. Markets move, some investments outperform, others lag, and over time
2 min read
Dec
19
10 Year-End Tax Moves to Make Before the Ball Drops

10 Year-End Tax Moves to Make Before the Ball Drops

Smart strategies to minimize your tax burden and maximize wealth heading into 2026 As December winds down, your financial to-
4 min read
Oct
15
The Mathematics of Compound Growth: Why Starting Early Changes Everything

The Mathematics of Compound Growth: Why Starting Early Changes Everything

Published by Jeffrey Mansell, Fund Manager at Kodiak Capital Advisors When I tell prospective clients that a decade of delayed
7 min read
May
07

5 Stocks to Buy in May and Hold for the Long Term and Market Insights

Market Overview: Economic Indicators and Fed Meeting Despite the old adage "sell in May and go away," investors
4 min read
May
05

Economic Outlook: Navigating Uncertainty in a Cooling Market

Despite relatively solid growth in the first quarter, our economic landscape is showing concerning signals that merit attention. The current
2 min read
Apr
09

First Quarter Update 2025

Portfolio Commentary January - March 2025 Author: Kodiak Capital Advisors LLC Report Coverage: Previous quarter Published: Apr 8, 2025 Portfolio Summary
5 min read
Feb
13
Why Downey Residents Should Start Retirement Planning Earlier Than They Think

Why Downey Residents Should Start Retirement Planning Earlier Than They Think

As a financial advisor serving Downey, California and the surrounding Los Angeles County area, I've noticed a concerning
1 min read
Feb
12
10 Worst Performing Large-Caps Last 12 Months

10 Worst Performing Large-Caps Last 12 Months

Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10
1 min read