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…
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….
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…