Kodiak Capital Advisors

09/10/2026

Friday market recap. Let us know if you have any questions.

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup Consumer sentiment fell more than expected this morning, and the detail underneath it is the real story: how Americans feel about their finances right now...

06/10/2026

A Tuesday afternoon market update for you. Let us know if you have any questions.

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. Note: I had some technical difficulties with ppublication yesterday, so I have done my best to update the letter to Tuesday's info, but I apologize if there'

06/10/2026

An afternoon market update. Let us know if you have any questions.

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. Note: I had some technical difficulties with ppublication yesterday, so I have done my best to update the letter to Tuesday's info, but I apologize if there'

03/08/2026

If you want a quick three minute read to keep up with the markets and what is happening in your portfolio sign up for our free newsletter: Base Camp. Every Monday and Friday morning.

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup The war premium is coming out of oil. President Trump called off a planned strike on Iran over the weekend and pointed instead toward talks on

14/07/2026

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors.

Your premarket read — what moved overnight, and what it means for long-term investors. A 3-minute brief from Kodiak Capital Advisors. The Setup The fragile calm didn't survive the weekend. U.S. and Iranian forces traded strikes after an attack on a container ship in the Strait of

19/12/2025

As December winds down, your financial to-do list deserves as much attention as your holiday shopping. Year-end isn't just about celebrations—it's a critical deadline for tax-saving opportunities that vanish once the calendar flips to January. Acting now could mean keeping more money in your pocket, boosting your retirement savings, and avoiding unnecessary penalties.
Here are ten essential moves to consider before midnight on December 31.

Smart strategies to minimize your tax burden and maximize wealth heading into 2026 As December winds down, your financial to-do list deserves as much attention as your holiday shopping. Year-end isn't just about celebrations—it's a critical deadline for tax-saving opportunities that vanish once th...

15/10/2025

Today, I want to share the mathematical principles that govern wealth creation and demonstrate why time—not timing—is your most powerful investment tool.

Published by Jeffrey Mansell, Fund Manager at Kodiak Capital Advisors When I tell prospective clients that a decade of delayed investing can cost them millions of dollars, they often think I'm being dramatic. Then I show them the mathematics, and the conversation changes entirely. After eight years....

05/05/2025

Despite relatively solid growth in the first quarter, our economic landscape is showing concerning signals that merit attention. The current administration's policy choices—and their implementation approach—have compounded existing economic headwinds. While the extreme policy volatility has somewhat subsided, allowing businesses to cautiously resume operations, these additional pressures are likely to persist moving forward.

Despite relatively solid growth in the first quarter, our economic landscape is showing concerning signals that merit attention. The current administration's policy choices—and their implementation approach—have compounded existing economic headwinds. While the extreme policy volatility has some...

13/02/2025

As a financial advisor serving Downey, California and the surrounding Los Angeles County area, I've noticed a concerning trend: many local residents are waiting too long to start planning for retirement. With Southern California's high cost of living and unique economic challenges, early retirement planning is especially crucial for our community. Visit our office on Firestone Boulevard for a complimentary retirement planning consultation. We understand the specific financial challenges facing Downey families and can help create a personalized strategy for your future.

As a financial advisor serving Downey, California and the surrounding Los Angeles County area, I've noticed a concerning trend: many local residents are waiting too long to start planning for retirement. With Southern California's high cost of living and unique economic challenges, early retirement....

12/02/2025

Could these ten stocks represent great buying opportunities, or are they classic value traps? Let us know your thoughts or if you would like some help with your portfolio.

https://www.kodiakadvisor.com/p/7ccf8521-6aff-4a01-844a-d58eae6fe3e4/