Student Loan Forgiveness… How Can It Benefit You?

The cost of education continues to rise, so the need for financial aid inevitably becomes more imminent, along with the fear of the financial demands of paying back the money borrowed. Recently, the Biden administration announced its federal Student Loan Forgiveness plan, that is aimed to cancel loans for eligible borrowers. Read more here…

Protect Yourself from Inflation…Invest in I Bonds!

: I Bonds are a U.S. savings bond that are designed to protect your cash from the erosion of your purchasing power, i.e. inflation. With inflation running at a four-decade high, investors are naturally drawn to investments that offer inflation-beating yields. Read more here….

Mid-Year Outlook: Putting the Inflation Genie Back in the Bottle. Can the Fed Engineer a Soft Landing?

As we enter the second half of 2022, investors will continue to face a myriad of economic cross- currents. These include persistently high inflation, the prospect of rising interest rates, economic contraction and falling corporate profits. While it’s too soon to say with confidence… these are the hallmarks of stagflation; an economic scenario that investors have not seen since the 70s. Read more here…

Keep Calm and Save On!

With consumer prices surging to a four-decade high over the past year, uncertainty about when inflationary prices may ease makes the concept of stretching your dollar, or saving more money, significantly more relevant. I recently had the opportunity to discuss this exact topic during an interview with Lindsey Mastis on her ABC 7 show, “The Wellness Desk.” Read more here…

It’s Not Too Late to Help Your Young Investor Fund an IRA and Take the First Step Toward Financial Independence!

When you are a parent, you want your children to have the most financial success possible. Influencing them to take steps to save, as soon as they begin earning income, will benefit their future finances even further. The first step that your child can take, once they’ve started earning income, in high school or college, is to fund an Individual Retirement Account. Learn more here…

Celebrating Our 1st Year!

In March of 2021, and after more than three decades of advising individual investors, I founded Kirk Capital Advisors, LLC with the goal of delivering investment and financial planning advice that is 100% conflict-free, 100% transparent and 100% personal. Read more here…

Winds of Change and Europe… An Update…

The crisis in Europe is truly different and navigating it requires all of the facets of sound investing cited above. Russia’s invasion of Ukraine has thrown financial markets into disarray, and by all measures, the outcome is highly uncertain. This exercise helps us pivot in the right direction with confidence, once we are able to clarify and combine unknown information with known information. Read more here…

Winds of Change… And The Russian Invasion of Ukraine

We have been speaking with many of you over the last few days about the impact of unfolding events in Europe. Specifically, many wonder where they might end, and what steps you should take to secure yourself, your family and your finances. This article will not speculate on the outcome in Ukraine. War never unfolds in the manner combatants intend as they start. However, we can identify some prudent steps that are appropriate for these times…