About Brian Kozel

This author has not yet filled in any details.
So far Brian Kozel has created 11 blog entries.

2019 Q4 Mid-Quarter Commentary

By |2019-12-31T17:53:51-08:00November 21st, 2019|

Partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets, the difference between trading and investing, and the power of donor-advised funds.

The Latest Chapter in Lend and Spend

By |2019-12-31T18:53:45-08:00October 15th, 2019|

Today, there is a spreading consensus that the short term in the market is becoming riskier. We don't disagree. While two years ago, most economies were accelerating their growth, now most are slowing down. In our latest market commentary, we look at the "lend and spend" strategy of lowering interest rates to promote economic growth.

Discipline and the Long View

By |2019-12-21T21:04:35-08:00September 19th, 2019|

The drumbeat of negative headlines continues, and many people are on edge about the market and investing in general. As uncertain as this moment seems, the effects on the financial markets is often short-lived.

Offense Sells Tickets; Defense Wins Championships

By |2019-12-31T18:54:44-08:00July 9th, 2019|

Today’s economy has been sending signals that it is in its final innings. The stock market goes up and down in price trying to discern the direction of the game – now surging forward with a tax cut or solid economic data, now pulling back due to the prolonged trade war or slowing corporate earnings.

Now is the winter of our discontent

By |2019-12-31T18:56:01-08:00January 4th, 2019|

Winter is often used in literature as a metaphor for difficult times and right now feels like just one of those times. The recent declines in stock prices are unsettling and lead to worry about the future.

Remember Risk?

By |2019-12-31T18:57:22-08:00October 22nd, 2018|

We all know that risks exist, but our feeling about a particular risk is driven by our recent experience. Even knowing that we are likely to have another big earthquake, knowing that the risk exists, people don’t actually prepare because they have no recent experience of it. Many investors have fallen into a false sense of diminished investment risk because of prolonged calm in the markets.