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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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.