Oliver Asset Management

10/06/2026

Two retirees with similar savings, spending habits, and long-term returns could still end up in very different places. The order in which returns arrive may explain part of that gap.

Even if they saved the same amount.

09/11/2026

Today marks 25 years since the tragic events of September 11th, 2001 - a day that changed our nation forever.

At Oliver Asset Management, we spend a lot of time talking about the future and the importance of making the most of the time we're given. Today is a different kind of reminder: time is precious, and the people we share it with matter.

So today, take a little extra time for the people you love. Make the phone call. Give someone a hug. Say what needs to be said.

And take a moment to remember those who never got the chance to do those things again.

25 years later, we remember.
We honor.
We will never forget.

08/25/2026

The retirement your parents planned for may not match the one you'll experience — and that's not a bad thing. It just means there's more room to design a chapter that fits your own priorities. Explore the next chapter you get to author.

Explore the next chapter you get to author.

08/18/2026

Pensions used to do a lot of the heavy lifting. After the 401(k) was introduced in 1978, more of that responsibility shifted from employers to individuals — right around the time retirements themselves started stretching longer. A longer retirement changes the questions worth asking. See how the shift happened.

The shift from pensions changed the story.

08/11/2026

More than 1 in 4 Americans ages 65–74 are still working today — a much higher share than 30 years ago. For a lot of people, it's not about the paycheck. It's about purpose, structure, or staying connected. Could you see yourself working in some way during retirement, even if you didn't have to? See how retirement is being redefined.

Retirement is becoming more personal.

08/04/2026

In 1950, the average American lived to about 68 — many people never experienced decades of retirement at all. Today, that same chapter can stretch on for 20, 30 years or more, and it's evolved from a quiet finish line into something far more personal. Take a look at how retirement has changed since the 1950s, and what that shift could mean for how you think about your own.

See how retirement has changed over 75 years.

06/30/2026

Good intentions don't always lead to good outcomes in estate planning. These three common moves — putting kids on the deed, forgetting to update beneficiary forms, and creating a trust that was never funded — could quietly create bigger problems. Learn what to watch for.

Intentions are great. Outcomes matter. Here's what to know.

06/23/2026

Adding a child to the home deed to skip probate could seem like a smart move — but it could also come with unexpected tax consequences. Before making that decision, it's worth understanding the full picture.

Adding a child to the deed? Read this.

06/16/2026

A will, a trust, a beneficiary form — each piece matters, but they work best when they work together. Estate planning isn't a single decision. It's a system. Are all yours connected?

It's a system that needs to connect.

06/09/2026

Did you know the beneficiary form on your retirement account can override your will? Many people haven't checked theirs in years — and life changes fast. See why this one oversight could affect your family's future.

A forgotten form can override your will.