KIRK Confidence.TM

Articles and Commentary from Kirk Capital Advisors

Financially Responsible Kids

Unlocking the Mystery of Credit: A Guide for Teens and Young Adults (Part 1)

This article is Part One in a two-part series for Confident Kids℠! Credit – It’s a word that carries weight in the realm of personal finance, yet it remains a mystery for many teens & young adults. Read more about what credit is, its importance, and how to build it here…

Economic Outlook

3 Market Insights for Investors in Q2 2024

Here are three insights to help investors navigate this quarter, focusing on positive fundamentals and long-term rewards over short-term uncertainty and negative headlines. Read more here…

Economic Outlook

How Presidential Elections Affect the Stock Market

In this week’s Commentary, we provide investors with some historical insights and perspective on how the economy performs, and how the stock market responds to presidential elections, as well as shifts in the balance of power in Congress. Read more here…

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…