Olison & Company - Financial Planning & Wealth Management

07/17/2026

Your financial plan should grow with you.

As life changes, so do your financial priorities.

Whether you're planning for retirement, helping aging parents, or thinking about your family's future, having a thoughtful financial strategy can provide confidence and peace of mind.

A simple review today can help prepare you for tomorrow's opportunities, and challenges.

If it's been a while since you've looked at your financial plan, this may be the perfect time to revisit it.

This post is for informational purposes only and should not be considered investment, tax, or legal advice.

07/10/2026

Some of the most important family conversations are also the easiest to put off.
Talking about retirement, long-term care, and financial planning may not be easy, but having those conversations now can help avoid unnecessary stress later.
Planning ahead gives your family clarity, confidence, and peace of mind when it matters most.
If you haven't started these conversations yet, today is a great time.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/02/2026

We're growing!

Please join us in welcoming Siera to the Olison & Company family as our new Service Assistant.

Siera will be supporting our clients and team behind the scenes, helping us provide the exceptional service and personal attention we're known for.

We're excited to have you on board, Siera, welcome to the team! 🎉

06/26/2026

Many retirement plans include something people don't always expect, helping care for aging parents.
Planning ahead can make financial and family decisions easier when life changes.
Take time to talk with your loved ones about:
✔ Retirement goals
✔ Long-term care planning
✔ Healthcare wishes
✔ Financial organization
✔ Family responsibilities
A little preparation today can provide peace of mind tomorrow.
This post is for informational purposes only and should not be considered investment, tax, or legal advice.

06/19/2026

Caring for aging parents often comes with important financial and healthcare decisions.

Planning ahead can help reduce stress and provide greater peace of mind for everyone involved.

Consider discussing:

✔ Estate planning

✔ Healthcare directives

✔ Long-term care options

✔ Financial organization

✔ Family responsibilities

The best time to prepare is before a crisis occurs.

This content is for informational purposes only and should not be considered investment, tax, or legal advice.

06/12/2026

Financial planning isn't only about market performance.
Many families today are also facing important eldercare and caregiving decisions for parents, spouses, and loved ones.
A solid financial plan can help provide direction through retirement planning, healthcare costs, long-term care considerations, and family transitions.
The goal is simple: helping families prepare for the future with confidence.
This content is for informational purposes only and should not be considered investment advice.

06/05/2026

Financial planning isn't just about retirement.
It's about creating a roadmap for the goals that matter most to you and your family.
From saving for college and growing your investments to protecting your loved ones and preparing for retirement, every financial decision plays a role in your bigger picture.
A solid plan can help turn uncertainty into confidence.
What financial goal is most important to you right now?

05/29/2026

Every week brings new headlines, market predictions, and economic uncertainty.

While it can be tempting to react to every market movement, successful investing is often about maintaining perspective and staying committed to a well-designed strategy.

A solid financial plan is built to navigate both opportunities and challenges, not just today's news cycle.

If you're wondering how current events may impact your long-term goals, let's start a conversation.

05/22/2026

Strong financial planning is more than numbers and charts, it starts with understanding people, goals, concerns, and priorities.
At Olison & Company, we believe meaningful conversations create better long-term financial strategies and stronger client relationships.
As we continue improving our client experience and communication process, we’re excited about the next phase of growth and connection with the families and individuals we serve.