National Identity Theft Protection and Awareness Month: Safeguarding Your Financial Identity

In today’s digital age, protecting your financial identity is more important than ever. Having your identity stolen from you can have devastating consequences for individuals and their finances. In recognition of National Identity Theft Protection and Awareness Month, we’ve compiled some essential tips to help you safeguard your financial identity. Read more here…

Breast Cancer Awareness Month: A Journey of Hope, Support, and Impact

At Kirk Capital Advisors we’re closing out the month of October not just with tricks but also with treats, as we take this opportunity to reflect on one of our firms core values – Connection. In this commentary, we shine a light on breast cancer, while simultaneously highlighting the financial benefits of supporting qualified 501c3 charities. Read more here…

How Christopher Columbus Charted a Safe Passage to the New World and How You Can Do the Same on Your Way to Financial Success

Yesterday, Americans celebrated Columbus Day that commemorates Christopher Columbus’s historic landing in the New World on October 12, 1492. As of 2021, the holiday doubles as Indigenous Peoples’ Day to honor North America’s Indigenous peoples and the Tribal Nations living on the continent today. While Columbus reached the new world safely, he didn’t exactly find the destination he had hoped to reach. Perhaps this is where the notion, that the journey is what matters and not the destination, might have come from. Read more here…

Investing in You

At Kirk Capital Advisors, our motto is “Invest in Confidence”. It is, of course, a play on words, but our motto encapsulates our unwavering dedication to continuous learning, growth, improvement, and our ability to help you move forward with unwavering confidence in your financial journey. We are excited to introduce an enhanced dimension to our investment and financial planning services through the integration of Holistiplan. Read more here…

Celebrating 2 Years of Growth

In late 2020, after more than three decades of advising individual investors, I founded Kirk Capital Advisors with a clear yet simple vision. Nearly three years later, we now proudly serve nearly 100 families, no matter how basic or how complex their needs. Read more here…

Celebrate Black History Month All Year Long

Each year since 1976, we recognize Black History Month as a time to celebrate and reflect on the notable contributions of Black figures of the past and present. However, supporting the Black community is not limited to the month of February. Read more here…..

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…