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Matt Oberholzer
Dec 6, 20245 min read
The Santa Claus Effect: A Holiday Rally for the Stock Market
As the year winds down and the holiday season takes over, many investors look forward to a curious phenomenon in the stock market: the...
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Matt Oberholzer
Oct 15, 20243 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...
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Matt Oberholzer
Oct 15, 20242 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.
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Matt Oberholzer
Oct 2, 20241 min read
WORLD FINANCIAL PLANNING DAY
Every year on the first Wednesday in October, World Financial Planning Day is held to raise awareness about the importance of financial...
Matt Oberholzer
Jan 13, 20233 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
Dec 16, 20221 min read
New Year, New Plan - Changes to Retirement Savings Vehicles
In November we released a series of blogs with our “End-Of-Year Checklist”. The purpose of those were to make you aware that you only...
Matt Oberholzer
Nov 2, 20223 min read
Year End Information - Conversions, Contributions, Loss Harvesting, FSA’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
Nov 1, 20222 min read
Year End Information - Charitable Giving, RMD’s
As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...
Matt Oberholzer
Oct 2, 20222 min read
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
Jul 19, 20212 min read
CHILD TAX CREDIT
Families will see a child tax credit starting on July 15. Here's what you need to know.
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