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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...