Heat Check Time: an important 4th quarter earnings season
The fourth quarter reporting period is the reporting period that feels like it never ends. That is because year-end accounting
5 ways to supercharge savings
Get tips to help optimize your money in the new year.
A new year means new opportunities to increase your
Four ideas to level up your finances in 2025
A new calendar year can be a great opportunity to reflect on your financial progress in the previous year and
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
October 2024 Market Commentary
Author: Jeffrey Mansell
Report Coverage: Previous month
Published: Nov 12, 2024
Portfolio Summary
The portfolio returned -1.45% in October
Smart Planning for 2024
A new calendar year can be a great opportunity to reflect on your financial progress in the previous year and
Welcome
Welcome to the very first Kodiak Capital Advisors newsletter. In these monthly missives I will keep you up to date