investment resources

Matt Oberholzer

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

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

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

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

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

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

Finance 101

Retirement, as a goal, is more easily achieved the earlier you start to plan for it.