Matt Oberholzer
WORLD FINANCIAL PLANNING DAY
Every year on the first Wednesday in October, World Financial Planning Day is held to raise awareness about the importance of financial...
top of page
investment resources
Search
Matt Oberholzer
Sep 62 min
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...
Matt Oberholzer
Aug 142 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 292 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 202 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
Jan 13, 20233 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, 20221 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 2, 20223 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, 20222 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 3, 20222 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
Jul 8, 20222 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, 20221 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, 20222 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, 20221 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, 20222 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
Mar 28, 20221 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...
Matt Oberholzer
Sep 26, 20212 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
Jul 26, 20212 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 12, 20212 min
SOCIALLY CONSCIOUS INVESTING
What is socially conscious investing? The answer and more in this overview.
bottom of page