Kodiak Capital Advisors

03/08/2026

If you want a quick three minute read to keep up with the markets and what is happening in your portfolio sign up for our free newsletter: Base Camp. Every Monday and Friday morning.

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup The war premium is coming out of oil. President Trump called off a planned strike on Iran over the weekend and pointed instead toward talks on

14/07/2026

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors.

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup The fragile calm didn't survive the weekend. U.S. and Iranian forces traded strikes after an attack on a container ship in the Strait of

19/12/2025

As December winds down, your financial to-do list deserves as much attention as your holiday shopping. Year-end isn't just about celebrations—it's a critical deadline for tax-saving opportunities that vanish once the calendar flips to January. Acting now could mean keeping more money in your pocket, boosting your retirement savings, and avoiding unnecessary penalties.
Here are ten essential moves to consider before midnight on December 31.

Smart strategies to minimize your tax burden and maximize wealth heading into 2026 As December winds down, your financial to-do list deserves as much attention as your holiday shopping. Year-end isn't just about celebrations—it's a critical deadline for tax-saving opportunities that vanish once th...

15/10/2025

Today, I want to share the mathematical principles that govern wealth creation and demonstrate why time—not timing—is your most powerful investment tool.

Published by Jeffrey Mansell, Fund Manager at Kodiak Capital Advisors When I tell prospective clients that a decade of delayed investing can cost them millions of dollars, they often think I'm being dramatic. Then I show them the mathematics, and the conversation changes entirely. After eight years....

05/05/2025

Despite relatively solid growth in the first quarter, our economic landscape is showing concerning signals that merit attention. The current administration's policy choices—and their implementation approach—have compounded existing economic headwinds. While the extreme policy volatility has somewhat subsided, allowing businesses to cautiously resume operations, these additional pressures are likely to persist moving forward.

Despite relatively solid growth in the first quarter, our economic landscape is showing concerning signals that merit attention. The current administration's policy choices—and their implementation approach—have compounded existing economic headwinds. While the extreme policy volatility has some...

13/02/2025

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 especially crucial for our community. Visit our office on Firestone Boulevard for a complimentary retirement planning consultation. We understand the specific financial challenges facing Downey families and can help create a personalized strategy for your future.

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....

12/02/2025

Could these ten stocks represent great buying opportunities, or are they classic value traps? Let us know your thoughts or if you would like some help with your portfolio.

https://www.kodiakadvisor.com/p/7ccf8521-6aff-4a01-844a-d58eae6fe3e4/

12/02/2025

Each year, the IRS determines the maximum that you and your employer can contribute to your Roth 401(k).
For 2023, the Roth 401(k) contribution limit was $22,500. For 2024, the max is $23,000.
For 2025, the Roth 401(k) contribution limit is $23,500.
If you are 50 or older, you can save $7,500 more in your Roth 401(k) as a "catch-up contribution" for 2023, 2024, and 2025.
If you are age 60 to 63, the "catch-up contribution" expands to $11,250 in 2025 in lieu of the standard $7,500, only if your plan allows. Let us know if we can help with your Roth or other investing needs.

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 years have passed since you

24/01/2025

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 on this particular reporting period until early March.

15/01/2025

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 2/3 of Americans said they’re considering making a financial resolution for the year ahead. The top financial resolution, by a relatively slim margin, was saving more money in 2025. Paying off debt and spending less money also ranked high in a recent survey.
One of the best ways to boost your savings is by paying yourself first. It may not take a lot; increasing your savings rate (the amount you save annually expressed as a percentage of income) by just 1% can significantly boost your savings over time.
Here are 5 ways to help do that.

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/