top of page
investment resources
Search


Matt Oberholzer
Aug 14, 20242 min read
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
May 29, 20242 min read
National College Savings Plan Day
May 29th or 5/29 is known as National College Savings Plan Day because the most commonly used savings tool to prepare for the high...
Matt Oberholzer
Mar 16, 20234 min read
2008 Financial Crisis Versus Today
Part of having a financial plan and preparing for financial goals is having the ability to withstand market volatility. There will always...
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...
bottom of page