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…

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 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…

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…

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…

Florence… City of Finance, Culture, and Inspiration

Florence was a leading financial center of the Middle Ages and Renaissance. It’s role as a leading city state of the Italian peninsula owed to its ability to cultivate industry, finance, and trade. The ruling families of the city were certainly full of conflict, intrigue, and competition. But the cultural and historical impact of this city endures due to the impact of these same families. Some impressions stuck out to me that inform the work we are doing with clients. Read more here…