top of page
investment resources
Search


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 284 min read


What Government Shutdowns Mean for Your Investments
Another possible government shutdown is making headlines — but what does it really mean for your investments?
History shows markets usually brush off shutdowns, even the longest ones.
Our latest blog discuses why political drama in D.C. often has less impact on your portfolio than you might think.
#Investing #Markets #GovernmentShutdown #FinancialPlanning

Matt Oberholzer
Sep 302 min read


What Fed Rate Cuts Mean for Everyday Investors
The Fed just cut interest rates — but this time it’s not about a crisis. What does it mean for the economy, the markets, and your investments?
Rate cuts can boost stocks and bonds, but the reason behind them matters most. Our latest blog breaks down:
- Why the Fed is cutting now
- How this cycle is different from 2008 or 2020
- What it means for long-term investors

Matt Oberholzer
Sep 222 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, 20243 min read
bottom of page
