KIRK Confidence.TM

Articles and Commentary from Kirk Capital Advisors

Financial Planning

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…

Economic Outlook

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…

Tax Planning

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…

Financial Planning

2023 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. Read more here…

Financial Planning

National Identity Theft Protection and Awareness Month: Safeguarding Your Financial Identity

In today’s digital age, protecting your financial identity is more important than ever. Having your identity stolen from you can have devastating consequences for individuals and their finances. In recognition of National Identity Theft Protection and Awareness Month, we’ve compiled some essential tips to help you safeguard your financial identity. Read more here…

Tax Planning

Breast Cancer Awareness Month: A Journey of Hope, Support, and Impact

At Kirk Capital Advisors we’re closing out the month of October not just with tricks but also with treats, as we take this opportunity to reflect on one of our firms core values – Connection. In this commentary, we shine a light on breast cancer, while simultaneously highlighting the financial benefits of supporting qualified 501c3 charities. Read more here…

Financial Planning

How Christopher Columbus Charted a Safe Passage to the New World and How You Can Do the Same on Your Way to Financial Success

Yesterday, Americans celebrated Columbus Day that commemorates Christopher Columbus’s historic landing in the New World on October 12, 1492. As of 2021, the holiday doubles as Indigenous Peoples’ Day to honor North America’s Indigenous peoples and the Tribal Nations living on the continent today. While Columbus reached the new world safely, he didn’t exactly find the destination he had hoped to reach. Perhaps this is where the notion, that the journey is what matters and not the destination, might have come from. Read more here…

Financial Planning

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…