Markets are closed today for Juneteenth. No premarket scramble — so instead, a calm look back at the week that was and the week ahead. A holiday brief from Kodiak Capital Advisors. First, the holiday Juneteenth marks the day in 1865 that news of emancipation finally reached the last enslaved Americans
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Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup It's the busiest morning of the week. The Fed's decision lands at 2:00 p.m. ET — Chair Kevin Warsh's
Your portfolio doesn't stay balanced on its own. Markets move, some investments outperform, others lag, and over time your carefully chosen asset allocation quietly drifts. That drift can expose you to more risk than you intended—or leave potential returns on the table. Rebalancing is the discipline of
Smart strategies to minimize your tax burden and maximize wealth heading into 2026 As December winds down, your financial to-do list deserves as much attention as your holiday shopping. Year-end isn't just about celebrations—it's a critical deadline for tax-saving opportunities that vanish
Published by Jeffrey Mansell, Fund Manager at Kodiak Capital Advisors When I tell prospective clients that a decade of delayed investing can cost them millions of dollars, they often think I'm being dramatic. Then I show them the mathematics, and the conversation changes entirely. After eight years of
Market Overview: Economic Indicators and Fed Meeting Despite the old adage "sell in May and go away," investors might want to consider remaining in the market with strategic positions. Recent economic indicators suggest the U.S. economy is cooling but not crashing. The first-quarter GDP report was
Despite relatively solid growth in the first quarter, our economic landscape is showing concerning signals that merit attention. The current administration's policy choices—and their implementation approach—have compounded existing economic headwinds. While the extreme policy volatility has somewhat subsided, allowing businesses to cautiously resume operations, these additional
Portfolio Commentary January - March 2025 Author: Kodiak Capital Advisors LLC Report Coverage: Previous quarter Published: Apr 8, 2025 Portfolio Summary • Portfolio return for the previous quarter (January 1, 2025 - March 31, 2025): 1.44% • Asset class concentration: Equities: 82.49% Cash: 9.10% Real Estate: 5.71% • Sector concentration: Technology:
As a financial advisor serving Downey, California and the surrounding Los Angeles County area, I've noticed a concerning trend: many local residents are waiting too long to start planning for retirement. With Southern California's high cost of living and unique economic challenges, early retirement planning is
Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Here’s what they look like in one chart: Could these ten stocks represent great buying opportunities, or are they classic
Learn the max you can save in your Roth 401(k). Roth 401(k)s let you invest dollars you've already paid taxes on for retirement. You can then withdraw your contributions—plus any investment growth—tax-free once you've turned 59½ and at least 5
The fourth quarter reporting period is the reporting period that feels like it never ends. That is because year-end accounting is enmeshed with the quarterly reports. Things have already gotten rolling last week when the big banks reported their results, but we won't be putting a lid