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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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
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Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.