Holistic Planning - Matthew Fitzgerald

03/24/2026

Honored to receive such wonderful feedback!

02/26/2026

Got the opportunity to present to a group of real estate professionals today. Had a great time talking about strategies how a fiduciary advisor and real estate agent can make mutual client's goals become reality. Thanks for putting this together !

01/22/2026

Inherited a portfolio from your parents? Make sure to ask yourself these questions.

Here's how to evaluate whether your parents' financial advisor still fits your life—and how to make a transition smoothly if needed.

07/15/2025

Addressing recent concerns about tariff implementation, written by Matthew Fitzgerald

Recent market turbulence has left many investors questioning the stability of their portfolios. With new tariff implementations creating uncertainty, markets have experienced significant volatility, prompting concerns about long-term investment strategies. While these market movements are unsettl...

06/12/2025

Great to see I got published in the local paper! Link to article: https://holisticplanning.com/are-bonds-still-a-good-investment-for-retirees-the-changing-role-of-bonds-explained/ Are Bonds Still a Good Investment for Retirees? The Changing Role of Bonds Explained - Holistic Planning

06/09/2025

I'm so grateful to have received this letter from a previous client of mine. Although we determined it would be in her best interest to stay at the previous firm, our transition still shows that we still care immensely about the well being of all of our clients, current and past.

06/03/2025

Are bonds still a good investment strategy? Why the changing dynamics of the bond market are making retirees reconsider their asset allocation, written by Matthew Fitzgerald, CFP®

Are bonds still a good investment for retirees? Explore how bond markets have changed and what you should consider in today's market.

05/13/2025

Answering questions about why I left

05/01/2025

Answering all the questions I'm getting about my sign on 89!

04/18/2025

Learn more about Matthew Fitzgerald and what makes Holistic Planning different! Reach out today at (928) 254-4000 if we can help add value to your financial life!

04/03/2025

"We'll get that fixed"

04/02/2025

Thank you for everyone's incredible support! We are busy, busy, busy answering calls! Feel free to reach out today (928) 254-4000!