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The Future of the Fed: New Leadership and Rate Cuts
The Fed does more than just set interest rates.
With a new Fed Chair coming in 2026, understanding the Fed’s role—and its limits—matters more than ever for investors.

Matt Oberholzer
Dec 16, 20253 min read


Retirement Planning: Social Security COLA and Portfolio Considerations
Retirement is supposed to be all beaches and brunches… not budgeting headaches!
But with prices still climbing and Social Security adjustments lagging behind, even the best-laid plans need a checkup.
Our latest blog breaks down how to keep your retirement savings working as hard as you did — even when inflation won’t quit.

Matt Oberholzer
Oct 28, 20254 min read


Q3 Market Update, Market Updates, Government Shutdown & Year-End Information
Strong markets. Slowing growth. Falling rates.
The economy’s story this quarter isn’t as simple as it looks.
Check out our latest Economic and Market Update for insights you won’t want to miss.
Chris Oberholzer
Oct 17, 20254 min read


What Government Shutdowns Mean for Your Investments
Another possible government shutdown is making headlines — but what does it really mean for your investments?
History shows markets usually brush off shutdowns, even the longest ones.
Our latest blog discuses why political drama in D.C. often has less impact on your portfolio than you might think.
#Investing #Markets #GovernmentShutdown #FinancialPlanning

Matt Oberholzer
Sep 30, 20252 min read
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