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…

2022 Tax Guide

As you make the push to wrap up 2021 taxes, don’t forget to use this Tax Guide as a planning tool for minimizing your 2022 taxes. Read more here…

Are You Prepared for “The Great Rotation”?

2021 was a year in which investors consistently climbed “A Wall of Worry” and looked past a long list of issues to worry about. The S&P 500 notched 70 all-time new highs in 2021, a record not seen since 1995. There is no doubt that the ability to shrug of obvious risk factors is the hallmark of bull markets; that was certainly the case in 2021. Read more here…

Winds of Change?

The band The Scorpions was formed in 1965 in Hanover, Germany. In 1985, they released several hit songs including “Send Me an Angel” and “Wind of Change.” The latter popular hit celebrated the changes signaling the end of the Cold War. Much like in 1987, the financial markets today are also signaling the coming winds of change – in the form of inflation driven by a combination of supply and demand effects more persistent than was first believed. Read more here…

Talent Has No Boundaries – Commemorating Black History Month

The first of February marks the start of Black History Month for 2022. The annual celebration of African American achievements is a time to reflect on the central role they have in our nation’s history, while also recognizing their activism and attainments throughout the entire world. Our history reflects and shapes who we are today, but also impacts what we can do tomorrow. The best thing we can do as patriotic Americans is support the same Americans who have been by our side throughout history.