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.

Kirk Capital Advisors Gives Back

It is an honor to support the mission of the residential program called Youth for Tomorrow, located in Bristow, VA. I had the privilege of gathering gifts for the holidays for teens, including the boys in the Washington Courage House, and delivering them in-person. Read more about how the cause here…

The Best Way for Kids to Manage their Holiday Money

This article in the series of Confident Kids℠ targets the age group of 8 to 18 years old. With the Holiday season upon us, many kids are anxiously looking forward to opening their gifts. Just as parents teach their children how to put their toys away when they are done playing with them, parents also want to teach their children how to properly manage the gift of cash they have received. Learn more here…

2021 Year End Planning Checklist

The Holiday Season is upon us, and the end of the year is quickly approaching but there’s still time to take action to lower your tax bill and to check off a few key planning tips to ensure that you are doing everything you can to protect your family’s future. Find out more here…