Matt Oberholzer
Fourth Quarter Update
Market Update – 2022 Financial Highlight On January 4th, 2022, the DJIA hit an all-time high before a series of economic challenges hit...
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Matt Oberholzer
- Dec 16, 2022
- 1 min
New Year, New Plan - Changes to Retirement Savings Vehicles
In November we released a series of blogs with our “End-Of-Year Checklist”. The purpose of those were to make you aware that you only...
Matt Oberholzer
- Nov 3, 2022
- 2 min
Year End Information - Student Aid, Loan Forgiveness, 529 Contributions & Loan Payments
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
- Nov 2, 2022
- 3 min
Year End Information - Conversions, Contributions, Loss Harvesting, FSA’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
- Nov 1, 2022
- 2 min
Year End Information - Charitable Giving, RMD’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
- Oct 31, 2022
- 2 min
Year End Information - Medicare, Open Enrollment & Social Security
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
- Oct 20, 2022
- 2 min
The Villain Against this Years Holidays – Inflation
The hottest word in the financial news for the year has been inflation. Your wallet may be feeling a bit tighter than in years past and...
Matt Oberholzer
- Oct 2, 2022
- 2 min
Five Opportunities in a Down Market
It’s hard to be optimistic about your financial future when all you read and see on the news is “Recession, Bear Market, Inflation” but...
Matt Oberholzer
- Aug 17, 2022
- 3 min
This Week in History
8/15/1969 – Woodstock Opens Before Woodstock was a cultural phenomenon, it was a financial fiasco. Organizers behind the legendary music...
Matt Oberholzer
- Jul 8, 2022
- 2 min
Bear Market Week! Stick With Sound Investing Principles
Now is not the time to deviate from the good advice and strategies that have worked for investors over the years. Our recommendations to...
Matt Oberholzer
- Jul 7, 2022
- 1 min
Bear Market Week! If You’ve Cashed Out Your Stocks, Start Easing Back In
If you’ve panicked and have already gone to a cash position, start dollar-cost averaging your way back into the market over the next 12...
Matt Oberholzer
- Jul 6, 2022
- 2 min
Bear Market Week! Do What Warren Buffet Would Do
Okay, okay…easier said than done, but you can follow his principles. Resist the temptation to do something just for the purpose of...
Matt Oberholzer
- Jul 5, 2022
- 1 min
Bear Market Week! What Goes Down has Historically Gone Back Up
Wanting to get out when the market drops is an emotional decision, one that is difficult to go against – especially when it is not just...
Matt Oberholzer
- Jul 4, 2022
- 2 min
Bear Market Week! Focus on What You can Control
Okay, admittedly not the best title. What I’d like to introduce to you, is a week-long blog where I address a few tips for investors to...
Matt Oberholzer
- May 13, 2022
- 3 min
Importance of Having a Financial Plan
Something taught from an early age is the importance of saving. But when it comes time to actually save, there are two types of people:...
Matt Oberholzer
- Mar 28, 2022
- 1 min
Socially Conscious Investing Update
Last year I posted a blog that discussed "Socially Conscious Investing." It detailed the varying levels of investing and the...
Chris Oberholzer
- Feb 24, 2022
- 2 min
Ukraine/Russia impact
Is it time to get out of stocks? If your financial goals, risk tolerance or time horizon have changed, it certainly makes sense to review...
Matt Oberholzer
- Jan 20, 2022
- 2 min
Financial Check-Ups
Your financial health is important and should have an annual check-up.
Matt Oberholzer
- Nov 3, 2021
- 3 min
Finance 101
Retirement, as a goal, is more easily achieved the earlier you start to plan for it.
Matt Oberholzer
- Sep 25, 2021
- 2 min
Investments You Can Gravitate Towards; Investing In Space!
Elon Musk has SpaceX, Jeff Bezos has Blue Origin and Richard Branson has Virgin Galactic. Is it time for you to invest in space too?
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