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
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
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
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
First Quarter Update 2025
Portfolio Commentary
January - March 2025
Author: Kodiak Capital Advisors LLC
Report Coverage: Previous quarter
Published: Apr 8, 2025
Portfolio
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
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
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&
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
5 ways to supercharge savings
Get tips to help optimize your money in the new year.
A new year means new opportunities to increase your
