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Matt Oberholzer
Oct 15, 20243 min read
Q3 Market Update and End of Year
With inflation subsiding and the economy cooling, the Fed cut interest rates by 0.5% last month. This action confirmed the feds...
Matt Oberholzer
Oct 15, 20242 min read
Elections & Markets
A common question we receive is, "What will happen to the markets as we get closer to and after the election?" The answer might surpris you.
Chris Oberholzer
Apr 25, 20241 min read
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 21, 20232 min read
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, 20234 min read
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...
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