Matt Oberholzer
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...
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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
May 13, 20223 min
Importance of Having a Financial Plan
Something taught from an early age is the importance of saving. But when it comes time to actually save, there are two types of people:...
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...
Chris Oberholzer
Feb 24, 20222 min
Ukraine/Russia impact
Is it time to get out of stocks? If your financial goals, risk tolerance or time horizon have changed, it certainly makes sense to review...
Matt Oberholzer
Jan 20, 20222 min
Financial Check-Ups
Your financial health is important and should have an annual check-up.
Matt Oberholzer
Nov 4, 20213 min
Finance 101
Retirement, as a goal, is more easily achieved the earlier you start to plan for it.
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
Sep 2, 20213 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.
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 19, 20212 min
CHILD TAX CREDIT
Families will see a child tax credit starting on July 15. Here's what you need to know.
Matt Oberholzer
Jul 12, 20212 min
SOCIALLY CONSCIOUS INVESTING
What is socially conscious investing? The answer and more in this overview.
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