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Financial Planning – New Child Tax Credit Monthly Payment Details

Financial Planning - New Child Tax Credit Monthly Payment Details

Since the beginning of the year there has been a lot of chatter in Washington about various tax reform and estate tax changes, yet none have come to fruition at this point. However, one item that is set to begin is the new increased child tax credit. Starting on July 15th the increased child tax credit will start to be mailed out monthly for those who qualify. Prior to the American Rescue Plan Act (ARPA) qualifying families Read...

Market Commentary – First Half 2021

Market Commentary - First Half 2021

After a fairly noisy first quarter when the Democratic administration took over in Washington and meme stocks/Nonfungible Tokens (NFT’s) were all the rage, the second quarter was a little tamer by comparison. With a steady dose of vaccinations available in the US, economic growth accelerated, the employment picture improved and most corporations posted strong earnings growth heading into a quarter with low expectations. In contrast, international growth was mixed given the slower pace of vaccine distribution and insufficient vaccine availability in smaller countries.<a...

Financial Planning – Loan Tips For Incoming College Students

Financial Planning - Loan Tips For Incoming College Students

College decision day is here! Over the last week graduating seniors had to weigh in on their decisions to which college they would be attending in the fall and provide that school with their intent to enroll (on May 1st). What an exciting moment for students, especially with the roller coaster of learning/social challenges most have faced over their senior year, due to the pandemic. Read More...

Market Commentary – First Quarter 2021

2021 First Quarter Summary and Year Ahead Market Outlook

On the surface, the first quarter of 2021 featured many noteworthy firsts: Joseph Biden took over as President, the Democrats held both houses of Congress after nearly 6 years, Coronavirus cases were on a steady decline even as the arrival of vaccines from Pfizer-Biontech, Moderna and Johnson & Johnson finally pointed Read More...

Market Commentary – March 2021

Berkshire Hathaway’s 2020 Shareholder Letter - Drawing Parallels to How We Invest Money at KOA

Over the past couple of weeks, we heard from Warren Buffett, courtesy the annual 2020 Berkshire Hathaway shareholder letter. While there have been different takes on it, including whether Berkshire’s/Buffett’s views are as timely as they were once were given that investment decisions at Berkshire are also made by his lieutenants (Todd Combs/Ted Weschler), we use takeaways from this letter and quotes from past shareholder letters to draw parallels to Read More...

Financial Planning – How to create a baseline budget for your child’s 4-year college degree

4-year college degree

Picking a college to educate your child is a lot like buying a home. You spend time researching different schools, programs within those schools, costs to attend, and so on. The biggest difference between the two however, are the steps most parents skip when determining what school they can actually afford. When you’re shopping for a home, the process forces you to think about your personal finances in-depth. Read More...

Financial Planning – Student Loan Paydown Strategy for 2021

Student Loan Paydown Strategy for 2021

Last week Joe Biden was inaugurated as our new president and among his slew of executive orders included the extension of federal student loan forbearance, through September 30, 2021. If you have federal student loans you may have received an email from your loan provider with these details. In essence, all federal student loan borrowers can continue to forgo their monthly payments and no interest on those loans will accrue until October 1st, 2021. Read More...

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...