Jeffrey Mansell

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
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