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

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-do
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
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 worst
1 min read
Feb
11
Roth 401(k) contribution limits for 2025

Roth 401(k) contribution limits for 2025

Learn the max you can save in your Roth 401(k). Roth 401(k)s let you invest dollars you&
3 min read
Jan
24
Heat Check Time: an important 4th quarter earnings season

Heat Check Time: an important 4th quarter earnings season

The fourth quarter reporting period is the reporting period that feels like it never ends. That is because year-end accounting
4 min read