Tag: Matthew D. Saneholtz


How to Fix a Common Client Problem: Too Little Insurance Protection

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest […]

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Important Factors to Consider as a First-time Investor

Embarking on your investment journey can be both exciting and daunting. If you find yourself with questions about where to begin, you’re not alone. Whether you’re fresh out of college or advancing in your career, understanding the basics of investing can lay a strong foundation for your financial future. Our Chief Investment Officer, Matthew Saneholtz, […]

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What’s on your financial wellness checklist?

Have you been concerned about the recent volatility in the markets? You are not alone. The good news is there are ways to keep your investment goals in check. Our Chief Investment Officer Matthew Saneholtz, CFA, CFP®, EA shared a few thoughts on building a portfolio that meets your financial goals. Matthew stated that in […]

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How to Fix a Common Client Problem: Too Little Insurance Protection

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest […]

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Should I Roll Over My 401(k) When I Move to a New Job

Are you wondering if you should roll over your 401(k)? Whether you are switching jobs or researching a potentially better investment option, before you roll over your 401(k) there are certain things to consider. Recently, our CIO and Senior Wealth Advisor Matt Saneholtz was quoted on MarketWatch providing a word of caution prior to making […]

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