Get tips to help optimize your money in the new year. A new year means new opportunities to increase your financial security. It’s a perfect time to wipe the slate clean, set goals, and make plans to reach them. For many people, that means saving more money. About 2/
A new calendar year can be a great opportunity to reflect on your financial progress in the previous year and review and potentially revise your financial goals for the coming year. That’s true for everyone, and it can be particularly important if you’re approaching retirement. The good news:
According to a recent study by the Small Business Administration, 67% of business owners who reached their business goals still fell short of their personal financial objectives. Let's explore why this happens and how to prevent it. Recently I met with Sarah, a successful tech startup founder. While
Author: Jeffrey Mansell Report Coverage: Previous month Published: Nov 12, 2024 Portfolio Summary The portfolio returned -1.45% in October 2024. Equities constitute 65.76% of assets, with a significant cash position of 25.32%. The technology sector represents 30.65% of the portfolio, while North American investments account for
A new calendar year can be a great opportunity to reflect on your financial progress in the previous year and review and potentially revise your financial goals for the coming year. That’s true for everyone, and it can be particularly important if you’re approaching retirement. The good news:
Welcome to the very first Kodiak Capital Advisors newsletter. In these monthly missives I will keep you up to date on the state of the firm as well as my thoughts on the markets in general and our portfolio in particular. This month one ongoing macro event has dominated the