
Set your Compass for Success
Since 1994 I have guided investors through turbulent economic times – from unprecedented bull markets to the worst bear market this side of the 1930s.
Through it all I have operated on the principle that the only investment relationships worth pursuing are those that are long-term in outlook, conservative in nature and realistic in expectation.
Though tactics and strategies constantly evolve to meet the challenges of our world’s dynamic investment environment, the focus of Thomas R. Oldt Investment Services remains as fixed as the North Star – to provide competent advice, ethical treatment and stellar service.
Newsletters
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.