Congratulations to W. Kirk Taylor, CFP®, the FPA NCA President for 2022!

Kirk Capital Advisors is proud to announce that W. Kirk Taylor, CFP® has been elected the President of the Financial Planning Association for the National Capital Area!

The Financial Planning Association (FPA NCA) is the largest organization representing financial planners in the United States. The organization was established as a result of the merger of the Institute of Certified Financial Planners and the International Association for Financial Planning in January of 2000. Overall, the FPA assists in the coordination of the professional and educational development activities in the financial planning field.

Your Team at Kirk Capital Advisors applauds W. Kirk Taylor, CFP® for his determination, leadership, and stewardship of the financial planning profession.

Chasing Sunshine: A Guide to Thawing Out Winter Blues

As the cold winter months approach, many individuals find solace in planning escapes to warmer destinations. However, it is important to remember that the allure of escaping the cold comes with its own set of financial considerations. Therefore, here are some key points to keep in mind when budgeting for winter travel and how to safeguard your financial assets during your getaway. Read more here…

Our 2024 Fearless Forecast: Can the Fed Deliver a Soft Landing?

Our outlook for 2024 is bullish for both stocks and bonds. While we expect modest equity returns compared to last year, we see the S&P 500 rising this year, as falling inflation, modest economic growth, above-average profit growth, lower interest rates, and the now famous “Powell Pivot” breathes life into the prospects of a soft-landing. Read more here…

2024 Tax Guide

With the tax filing deadline less than three months away, we’re pleased to provide you with the Kirk Capital Advisors 2024 Tax Guide. Read more here…