Woloshin Investment Management

11/25/2025

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work with such incredible people.

Whether you're traveling, cooking up a feast, or simply enjoying some well-deserved rest, we hope your Thanksgiving is filled with what (and who!) matters most.

Please note: We will be closed on Wednesday, November 26th through Friday, November 28th, to allow our team to enjoy the holiday.

Wishing you and your loved ones a warm, safe, and memorable Thanksgiving!

11/11/2025

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.

It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.

10/31/2025

Spooky season is here! Whether you’re trick-or-treating with little goblins, hosting a movie night, or handing out candy to your neighborhood crew, we hope your Halloween is filled with fun — and just the right amount of fright.

Wishing you a safe and happy Halloween!

10/15/2025

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe through to separate facts from fiction.

Wondering if something you heard is a sound tip or just another scary story? Reach out to us. We’re here to help you navigate your investment journey with confidence.

10/09/2025

Did you know that only roughly 34% of Americans feel on track for retirement? As we recognize National Financial Planning Month, we wanted to offer some guidance to help employers ensure their teams are on the path to retirement readiness. Swipe to learn more.

Let’s work together to build a benefits strategy that prepares your workforce for a confident retirement. Contact us today.

10/03/2025

This season presents a great opportunity to revisit any financial matters you’ve been meaning to address or conduct a quick year-end review. If you'd like to connect before the holiday rush sets in, we’d be happy to schedule a time to talk through what’s on your mind!

Wishing you a productive and peaceful fall season. We’re here if you need anything.

09/30/2025

As the year starts winding down, it’s a perfect time to take a fresh look at your finances. Swipe for two smart habits to consider implementing this season.

Thinking about your next financial move? Let’s talk strategy. Contact us today.

09/26/2025

September has a bad reputation among investors, but is it truly deserved? Let's break down the facts behind the so-called "September Effect" and what it means for your portfolio. Swipe to learn more.

Have questions about how to position your portfolio this fall? Contact us today. We’re here to help you make informed decisions.

07/03/2025

Happy Fourth of July! It’s time to fire up the grill, soak up the sunshine, and enjoy the fireworks! However you celebrate, we hope your day is filled with great food, good company, and plenty of sparkle.

Please note that our office is closed on July 4th so our team can enjoy the holiday, but we’ll be back and ready to assist you on July 7th.

Wishing you a fantastic Fourth! 🎇

06/26/2025

Check out our very own, Katie Woloshin Corsetto published in Kiplinger Magazine!

If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution.

06/15/2025

This Father’s Day, we celebrate the fathers, grandfathers, and father figures who guide, support, and inspire us. Their wisdom and love help shape families and communities in meaningful ways.

Whether you're making new memories or cherishing old ones, we hope your day is filled with gratitude and joy. Happy Father’s Day!

05/23/2025

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice to protect our freedom. Their courage and service will never be forgotten.

Please note that our offices will be closed Monday in observance of the holiday.

Wishing you a meaningful Memorial Day.