KIRK Confidence.^TM

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…

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…

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…

: 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….