Kodiak Capital Advisors
Kodiak Capital Advisors is an investment advisory firm founded to steward your family's wealth and help you build your legacy.

Latest

Nov
19
The Entrepreneur's Guide to Personal Financial Planning: Don't Let Your Business Success Mask Personal Finance Gaps

The Entrepreneur's Guide to Personal Financial Planning: Don't Let Your Business Success Mask Personal Finance Gaps

According to a recent study by the Small Business Administration, 67% of business owners who reached their business goals still
2 min read
Nov
13
October 2024 Market Commentary

October 2024 Market Commentary

Author: Jeffrey Mansell Report Coverage: Previous month Published: Nov 12, 2024 Portfolio Summary The portfolio returned -1.45% in October
6 min read
Apr
09
Smart Planning for 2024

Smart Planning for 2024

A new calendar year can be a great opportunity to reflect on your financial progress in the previous year and
10 min read
Feb
15

Tuesday Talk 2/14/23

5 min read
Dec
20

Tuesday Talk 12/20/22

8 min read
Nov
17
The Intelligent Investor notes

The Intelligent Investor notes

4 min read
Nov
11

Tuesday Talk 1

2 min read
Mar
11

Welcome

Welcome to the very first Kodiak Capital Advisors newsletter. In these monthly missives I will keep you up to date
2 min read