Olistico Wealth

01/22/2026

Behind every tax law change, there’s an opportunity—and our goal is to ensure you’re positioned to make the most of it.

Starting in 2026, the SECURE 2.0 Act introduces a significant shift for high-income earners: catch-up contributions to employer-sponsored plans must now be made on a Roth (after-tax) basis. While this removes the immediate tax deduction for these specific dollars, it secures tax-free growth and withdrawals for your future.

Ready to see how these shifts might impact your strategy? Connect with us today to discuss more.
www.olisticowealth.com

09/16/2025

Since 1994, when the FOMC started announcing its interest rate policy decisions on the day of the meeting, there have been eight rate cuts that occurred within two weeks of the S&P 500 hitting a 52-week high. All eight times, the S&P 500 ended up higher one year later, with a median gain of 14.5%!

As you know, this is no guarantee of future market results, but it is a fascinating fact to know ahead of tomorrow's Fed decision.

Source: MFS

08/01/2025

The tax legislation signed into law on July 4, 2025, offers new opportunities for businesses and individuals. Key provisions include 100% bonus depreciation, an increased Section 179 deduction limit, a $15 million estate tax exemption, and deductions for car loan interest. These changes may provide significant tax savings for your business or personal financial planning.

Learn more about the 2025 tax benefits by reading our latest blog post.
https://olisticowealth.com/2025/08/01/benefits-of-the-recent-tax-legislation-for-businesses-and-individuals/

06/24/2025

At first glance, the initial six months of 2025 have presented considerable obstacles for market participants. Between trade tensions and market downturns, along with escalating Middle Eastern conflicts and national debt worries, investors might perceive financial markets as lurching between crises. Media coverage frequently delivers relentless pessimism, amplifying concerns beyond their actual severity. Nevertheless, the timeless wisdom suggests we should capitalize on challenging circumstances.

Read our latest blog post on our recently redesigned website to learn about our "Five Investment Perspectives for the Second Half of 2025."

At first glance, the initial six months of 2025 have presented considerable obstacles for market participants. Between trade tensions and market downturns, along with escalating Middle Eastern conflicts and national debt worries, investors might perceive financial markets as lurching between crises....

06/10/2025

Our team recently had the opportunity to attend BNY’s INSITE 2025 conference, held in Washington D.C. this year.

INSITE is more than just a gathering—it's a chance for us to deepen our knowledge, stay on the pulse of emerging trends, and strengthen relationships with key partners at our custodian bank.
From insights into the future of wealth management to hands-on exploration of the latest in fintech innovation, the conference equips us to better serve our clients and ensure our firm stays ahead of the curve.

We are grateful for the connections, conversations, and continued learning—and already looking forward to what’s next.

05/28/2025

Members of the Olistico Wealth team recently attended the Saint Simeon’s Spring Soiree, hosted by the Saint Simeon’s Guild — a network of young professionals committed to supporting the mission of Saint Simeon’s through philanthropy and engagement.

Saint Simeon’s provides a compassionate, faith-inclusive home where older adults can live with dignity, independence, and the highest quality of care.

We’re proud to support organizations making a meaningful difference in our community. Want to get involved? Join us at Western Days 2025, Saint Simeon’s annual gala, on September 11, 2025.

Learn more and register here: https://saintsimeons.org/foundation/western-days/

05/20/2025

It has been three years since our friends at Duvall Architects helped us bring our vision for a truly collaborative workspace to life!

This is our "war room" – it's the heart of our team's daily collaboration. The team at Duvall designed a space that seamlessly integrates technology and encourages open communication, allowing us to:

-Brainstorm and problem-solve together in real-time, ensuring we're always leveraging our collective expertise.
-Share insights and knowledge instantly, fostering a culture of continuous learning and growth.
-Work efficiently and cohesively, which translates directly into smarter, more comprehensive financial strategies for our clients.

The result? Our clients benefit from a team that is truly unified, working together seamlessly to provide integrated, responsive, and innovative wealth management solutions. When our team works better together, our clients thrive.

Thank you, Duvall Architects, for designing a space that empowers us to deliver exceptional value every single day!

04/24/2025

The Olistico Wealth team recently had the honor of attending the Iron Gate Founders Dinner — a truly inspiring evening in support of a mission we deeply believe in.

We’re incredibly grateful to stand behind Iron Gate and the vital work they do in Tulsa — offering meals, groceries, and compassion to our neighbors in need. Their commitment to dignity and hospitality is something that resonates deeply with our team.

We look forward to continuing to support Iron Gate and their powerful mission to nourish both body and spirit in our community. Thank you to Kelly Jezek, Board Chair of Iron Gate, for hosting this fantastic event!

04/22/2025

April brought significant volatility to the stock market, with the S&P 500 experiencing its worst two-day decline (-10.5% on April 3-4) since the 2020 lows. This was followed by a dramatic 9.5% surge on April 9th, one of the largest single-day gains in decades.

Stepping back, however, reveals that trailing one-, three-, and five-year returns remained broadly consistent with historical averages, even with these sharp movements. The impact of a single day, while significant in the short term (a 9% swing in the one-year return around April 9th), becomes less pronounced over longer periods.

This underscores a crucial point for investors: adopting a long-term perspective can be key to navigating short-term market turbulence and avoiding the pitfalls of reacting to daily fluctuations.

Wealth

Source: Dimensional Fund Advisors

Past performance is not a guarantee of future results.

Taking the long view may help investors avoid reacting to short-term market movement and stay focused on their financial goals.

04/07/2025

The famous investor Peter Lynch once wrote that "far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” The topic of stock market corrections, defined as declines of 10% or more from all-time highs, rose to the forefront in the first quarter as major market indices stumbled.

Take a moment to read our latest quarterly market update for Q2 2025.

The famous investor Peter Lynch once wrote that

03/25/2025

In 2025, markets continue to be heavily influenced by Federal Reserve decisions. While the Fed implemented rate cuts in 2024 as inflation pressures diminished, it has maintained steady rates this year despite various economic concerns.

Understanding the Fed's current stance and its implications is crucial for investors navigating today's market environment. Want to learn more? Read the latest blog post on our website.

In 2025, markets continue to be heavily influenced by Federal Reserve decisions. While the Fed implemented rate cuts in 2024 as inflation pressures diminished, it has maintained steady rates this year despite various economic concerns...

03/14/2025

When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make thoughtful financial plans, and adjust our strategies as needed. However, we don't control the economic cycle, market movements, or policy decisions that impact the broader financial landscape. Recognizing this distinction allows us to focus on the aspects of our financial lives where our decisions truly matter.

Read our latest blog post on market cycles, business cycles, and taking control during volatile markets:

When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make thoughtful financial plans, and adjust our strategies as needed. However, we don't control...