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Kavar Commentary

Kavar Canvas

You Can’t Live in the Lab

By: Douglas G. Ciocca Attribution is reflexive in managing money.  Understanding why things happen in markets is critical for a variety of reasons:  1) It’s formative philosophically; 2) It helps to avoid future mistakes and; 3) It triggers tactical transitions. Often, as the saying...
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Be Curious, Not Judgmental

By: Douglas G. Ciocca After a fantastic finish to 20211, US stock markets have stumbled to start the new year.  As of this writing, all major indices are lower after 2 weeks of trading in ‘22 and the resounding rationale regularly references: Covid persistency...
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Market Updates

Quarterly Investment Research Note – April 8th, 2024

1st Quarter 2024 Summary 1st Quarter 2024 Market Recap During the first three months of the year, investors sustained the market’s momentum from 2023, fully embracing the “soft landing” scenario, wherein the economic expansion persists alongside declining inflation allowing the Fed to pivot to...
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Inflection Points

New 529 Planning Opportunity

Entering the New Year comes with changes that can benefit 529 plan beneficiaries that were not previously available.  SECURE 2.0 Act, which was passed by Congress in late 2022, incorporated over 90 provisions, with the 529 plan to Roth IRA rollover being one of...
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Disclaimer: The views and graphics expressed herein are those of Kavar Capital Partners, LLC and are subject to change at any time based on market and other conditions, as are statements of financial market trends, which are based on current market conditions. This information should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Past performance does not ensure future results.

Charts and graphs have limitations, are for illustrative purposes only, and are not intended for use in selecting securities. The Kavar Canvas is not a formula or method of analysis, but a market commentary. Articles do not necessarily reflect the investment position or the strategies of our firm. Kavar Capital Partners, LLC’s web site is meant for the education and enjoyment of those who choose to use it. The use of our website does not create an adviser-client relationship.

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