Matt Oberholzer
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...
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Matt Oberholzer
- Dec 16, 2022
- 1 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, 2022
- 3 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, 2022
- 2 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 31, 2022
- 2 min
Year End Information - Medicare, Open Enrollment & Social Security
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 2, 2022
- 2 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 7, 2022
- 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
- Nov 3, 2021
- 3 min
Finance 101
Retirement, as a goal, is more easily achieved the earlier you start to plan for it.
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.
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