Jun
17
Base Camp — Wednesday, June 17, 2026
Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak
2 min read
Latest
May
13
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
Smart strategies to minimize your tax burden and maximize wealth heading into 2026
As December winds down, your financial to-
4 min read
Oct
15
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 Summary
5 min read
Feb
13
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
Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10
1 min read
Feb
11
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