Market Commentary – Year End Market Update
2020’s Markets reminded me a little of Space Mountain…
Over the holiday break, as I was sitting on my couch with nothing to do as I have been most weekends in 2020; I happened to be scrolling through my phone where I stumbled upon one of my favorite pictures of my family – our last visit to Disneyland in October of 2019. My now 4 year-old Tytan was only 2 and change (He wasn’t going to turn 3 until November) and Read More...
Market Commentary – Third Quarter 2020
Bubbles bubbles everywhere…
The third quarter of 2020 continued to witness higher prices in the US Stock Market driven primarily in technology stocks and more specifically in the largest market cap tech stocks. Read More...Market Commentary – July 2020
"Prediction? Pain" – James “Clubber” Lang (Rocky III)
For any serious movie buff, you’re hard pressed to find a more inspiring story than Rocky Balboa, the ultimate underdog. Although Rocky IV is my personal favorite, where Rocky avenges the death of Apollo Creed at the hands of the super-human, Ivan Drago Read More...Market Commentary – June 2020
“I’m Hans and he’s Franz and we want to pump…. you up!” - Pumping up with Hans & Franz (SNL)
If you are a Gen Xer like me, you long for the days of SNL that included Dana Carvey, Adam Sandler and of course the never to be duplicated – Chris Farley (RIP). Being that I was seriously into pumping iron all throughout high school (First person at my prep school to bench press 400 lbs.), Read More...Financial Planning – What to Consider if Your IRA Portfolio Takes a Nosedive
“What to Consider if Your IRA Portfolio Takes a Nosedive”
The first half of 2020 has been marked by historical levels of volatility on the way down… and up. During the steep drawdown in March our financial advisors were focused on trying to find productive ways to help our clients. One of the key discussions in March, revolved around taking advantage of the draw down in asset values to perform a “Roth Conversion” – a strategy we would like to dive into Read More...Market Commentary – May 2020
“It’s not about being afraid; It is about being prepared” - Christopher Cole of Artemis Capital
Every once in a while, I’ll read something that really blows my hair back and makes me think “Holy S^&t”, I have so much still to learn in this business after 17 years. Christopher Cole’s recently released paper The Hawk and the Serpent is a must read, especially if you’re looking build and protect multi-generational wealth as we are at Koa. Read More...Market Commentary – April 2020
“Only when the tide goes out do you discover who’s been swimming naked” – Warren Buffett
The Oracle of Omaha, one of my favorite “Wordsmiths”! In times of financial stress, we do find out who’s swimming naked… whether it be corporations who loaded their balance sheets with debt to purchase back stock at all-time high prices so CEOs could hit earnings targets and receive their bonuses… Read More...Financial Planning – PPP Loan Update
“PPP Loan Update”
On March 27th President Donald Trump signed a $2 trillion dollar Federal Stimulus bill into law, also known as the CARES Act. Included in the package was $349 billion dollars to be allocated towards the Paycheck Protection Program (PPP). Read More...Market Commentary – March 2020
“Everyone has a plan… until they get punched in the face” – Mike Tyson
No truer words were ever spoken by “Iron” Mike Tyson, the former Heavy Weight Champion of the World. The punch in the face to the economy and financial markets has been delivered by none other than the term of 2020 – “Covid-19”. Read More...Financial Planning – January 2020
“5 Ways the New SECURE Act Could Affect your Plans to Retire”
In an effort to help more Americans plan a successful retirement, the Setting Every Community Up for Retirement Enhancement Act or “SECURE Act” was signed into law last month. While some of the changes in the new law should in fact help prepare more individuals for retirement, there Read More...- 1
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