News & Events

Join us at the Burntwood Tavern on September 20th for Fiduciary Training with HRCI credit!

How to Manage Your Fiduciary Risk Hallmark of Good Stewardship  Please Join the Oswald Financial Team and Andrew Larson of Columbia Threadneedle’s Learning Center at the Burntwood Tavern for a Brunch Buffet and a Fiduciary Training Course (1 HRCI…

Alarmed About the Market? Take a Moment to Read Our Take

Dear Valued Investor: After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when…

Internal Revenue Service Announces 2018 Contribution Limits

The IRS has announced the 2018 contribution limits. You can see them below, or access the printable PDF here: 2018 IRS Contribution Limits…

Our 2017 Golf Outing is a Great Success!

We want to thank our friends and partners for joining us on June 22nd at Westfield Country Club! The weather couldn’t have been better and more of a good time couldn’t have been had!…

Dave Kulchar in Leader’s Edge Magazine

To read the full article, please click HERE…

REGISTRATION: On a Different Note: Sound Retirement – OFI’s 2017 Seminar

VIEW THE AGENDA AND RSVP FOR THE SEMINAR HERE.

Dave Kulchar Interviewed for November 2016 PLANSPONSOR Magazine on Improving a Plan Through the RFP/RFI Process

Dave Kulchar weighs in on what Plan Sponsors can do to negotiate their recordkeeping through the advisor in an article about improving a Plan through the RFP/RFI process.  “David Kulchar, director of retirement plan services at advisory firm…

Our Blog for Engage! Cleveland: When Should a Young Professional Start Saving for Retirement?

Guest Blog | When Should You Start Planning for Retirement?…Today!    …

Workplace Financial Wellness | Delivering Education That Changes Behavior Tips

What is Financial Wellness? Typically an individual/family is  considered financially well when they have little or no financial stress, a strong financial foundation with about three to six months of  emergency savings, adequate  insurance coverage and established financial…