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The Future of the Fed: New Leadership and Rate Cuts
The Fed does more than just set interest rates.
With a new Fed Chair coming in 2026, understanding the Fed’s role—and its limits—matters more than ever for investors.

Matt Oberholzer
Dec 16, 20253 min read


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 28, 20254 min read
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
Jan 13, 20233 min read
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