Matt Oberholzer
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...
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Matt Oberholzer
- Aug 18
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 2 min
Financial Check-Ups
Your financial health is important and should have an annual check-up.
Matt Oberholzer
- Nov 4, 2021
- 3 min
Finance 101
Retirement, as a goal, is more easily achieved the earlier you start to plan for it.
Matt Oberholzer
- Sep 26, 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?
Matt Oberholzer
- Sep 2, 2021
- 3 min
COMMON HABITS OF HAPPY RETIREES
It takes a lot of time and hard work to retire well, so make it worth it. Here are seven happy habits that can improve your retirement.
Matt Oberholzer
- Jul 26, 2021
- 2 min
TOKYO 2021 OLYMPIC GAMES
There is a high risk/reward relationship when it comes to hosting the games. We explore those in this article.
Matt Oberholzer
- Jul 19, 2021
- 2 min
CHILD TAX CREDIT
Families will see a child tax credit starting on July 15. Here's what you need to know.
Matt Oberholzer
- Jul 12, 2021
- 2 min
SOCIALLY CONSCIOUS INVESTING
What is socially conscious investing? The answer and more in this overview.