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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 284 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 174 min read


What Fed Rate Cuts Mean for Everyday Investors
The Fed just cut interest rates — but this time it’s not about a crisis. What does it mean for the economy, the markets, and your investments?
Rate cuts can boost stocks and bonds, but the reason behind them matters most. Our latest blog breaks down:
- Why the Fed is cutting now
- How this cycle is different from 2008 or 2020
- What it means for long-term investors

Matt Oberholzer
Sep 222 min read


How investors can keep up with inflation
Whether inflation causes a sharp jump in prices or erodes purchasing power gradually, it's important for investors to build long-term portfolios with these factors in mind.

Matt Oberholzer
Aug 253 min read
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