Matt Oberholzer
National 401(k) Day
The Friday following Labor Day has been designated as National 401(k) day. It is dedicated to reminding all working people about the...
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Matt Oberholzer
- Aug 14
- 2 min
National Financial Awareness Day
Financial awareness is the key to financial security. Having a basic knowledge of finances and money management skills are essential.
Matt Oberholzer
- May 29
- 2 min
National College Savings Plan Day
May 29th or 5/29 is known as National College Savings Plan Day because the most commonly used savings tool to prepare for the high...
Matt Oberholzer
- May 20
- 2 min
National Be a Millionaire Day
May 20th is National Be a Millionaire Day. On this day pretend to be a millionaire or start working on your plans to become a millionaire...
Matt Oberholzer
- Apr 26
- 1 min
National Teach Your Children To Save Day
Teach Children to Save Day is observed each year on April 27 as a part of Financial Literacy Month. The day focuses on the importance of...
Chris Oberholzer
- Apr 25
- 1 min
It's Got to Be a CFP
In 1972 the College for Financial Planning enrolled its first 35 students studying to become Certified Financial Planners (CFP). These...
Matt Oberholzer
- Mar 22, 2023
- 2 min
Federal Reserve Raises Rates & Discusses Banking Concerns
It's Fed day — and it's a big one. The central bank decided to raise interest rates by a quarter-point, continuing its fastest hiking...
Matt Oberholzer
- Mar 16, 2023
- 4 min
2008 Financial Crisis Versus Today
Part of having a financial plan and preparing for financial goals is having the ability to withstand market volatility. There will always...
Matt Oberholzer
- Jan 13, 2023
- 3 min
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...
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 21, 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 3, 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 18, 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...
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