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Iran Conflict and What It Means for Investors
Geopolitical tensions are making headlines following U.S. and Israeli strikes against Iran and the launch of “Operation Epic Fury.” With markets reacting and oil prices in focus, many investors are wondering what this could mean for their portfolios.
Here, we break down the situation, the potential impact on energy markets, and how you should react.

Matt Oberholzer
Mar 63 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 30, 20252 min read


Elections & Markets
A common question we receive is, "What will happen to the markets as we get closer to and after the election?" The answer might surpris you.

Matt Oberholzer
Oct 15, 20242 min read
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