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
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: