Browsing: Planning

Today we’re tackling oil, Iran, and what’s going on in the commodity space. I’ll start by saying your guess is as good as mine as to what happens next, but as a financial planner, my job is to look at the trends and figure out what potential shifts could be coming for the economy and the markets. The Oil Spike: Could This Be the Pin that Pops the Bubble? Oil prices have seen a big jump, starting the year around $53 a barrel and now pushing close to $100. That’s a significant move in just three months, and the big…

In this video, Kirk discusses Roth conversions. https://vimeo.com/1171388255/11ff874834?fl=ip&fe=ec Disclaimers: The hypothetical scenarios presented are for illustrative purposes only and do not reflect the actual circumstances, objectives, or results of any specific client. They are not intended to predict or guarantee future outcomes, and should not be relied upon as individualized advice. Any hypothetical scenarios or illustrations involving current or potential future tax legislation are provided for informational and educational purposes only. These examples are not intended to be, and should not be construed as, legal interpretive guidance or authoritative analysis of any legislative statutes or regulatory provisions. Actual results may vary based…

In this video, Kirk discusses the future of government debt.https://vimeo.com/1166979241/e45f32bbc8?share=copy&fl=cl&fe=ci Disclaimer: This content is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

In this video, Kirk discusses:Dollar depreciatingSilver and GoldMoves in portfolios: emerging, international, precious metals, commoditiesEnergyhttps://vimeo.com/1162397852/10d89f791b?fl=pl&fe=sh Disclaimer: This content is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

For Bastion Fiduciary, 2025 was a notable year launching the new firm, an energy ETF, and a new Industrial and Infrastructure portfolio. The team is steadfast in their commitment to transparency and information sharing, often taking the form of articles, newsletters, and podcasts. In case you missed them, here were the most popular content pieces from Team Bastion in 2025.  Our Portfolios:ENERGY:Value Investing in the Energy Sector(Source: Nasdaq) Bastion Fiduciary Launches New Energy ETF (CBOE: BESF) The Age of GeoeconomicsINTERNATIONAL:Value Investing in International EquitiesFirst Six Months 2025, A Great Start to International Equities(Saving Yourself from Wall Street Podcast) Lauretta (Retz) Reeves, CFA, International…

In this video, we look at potential themes for 2026. Nobody knows what will happen, but these are some trends I think will play out over the next few years. A look at Japan and the yenValuation as predictorUS sectors, tech domination, and AIInternational marketsOil / energy marketshttps://vimeo.com/1148311040/5b812f89d4?share=copy Disclaimer: This content is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

This quick reference guide from fpPathfinder summaries the latest tax planning rates, limits, and more.  PDF: 2026 Important Numbers FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. This article is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

In this session of Coffee with Kirk, I chat with John Rotonti who manages the Industrials and Infrastructure Portfolio at Bastion Fiduciary. We get into how John’s past shaped his investment philosophy and what that philosophy is. We go pretty deep in this interview, but you will clearly see the value John brings to our firm, and ultimately, your portfolio. If you feel there are terms or items you don’t understand, we have lots of educational tools for you to learn. John also wrote a book for beginners which I think we can get you if you desire. With all this said, please…

In this conversation, Kirk Kinder explores the current state of the energy market, focusing on oil prices, production trends, and the impact of economic factors. He discusses the inverse relationship between oil prices and the US dollar, the effects of oil prices on the stock market, and the future of energy with a particular emphasis on AI and nuclear power. Kinder also highlights potential investment opportunities in the energy sector, suggesting that the current market conditions may favor value investors looking to capitalize on emerging trends.Watch here or on Vimeo​:https://vimeo.com/1125257545?fl=pl&fe=sh Disclaimer: This video is intended for informational purposes only and does…

La salud financiera no es un lujoEn este episodio de Mente Hispana, Ian J. Gates comparte su trayectoria desde su infancia en Nueva York hasta convertirse en asesor financiero. Habla sobre su experiencia en el ejército y cómo esto influyó en su visión sobre las finanzas personales. Ian enfatiza la importancia de la educación financiera, la separación de cuentas personales y de negocio, y la necesidad de empezar a invertir lo antes posible. También detalla su proceso de asesoría en Bastion Fiduciary y ofrece consejos prácticos sobre cómo manejar el dinero de manera efectiva.Mira aquí o en YouTube​:https://youtu.be/IkHcDDdmqPA?si=S1icSip-_dUfjsSV Disclaimer: This video…