Woloshin Investment Management

Woloshin Investment Management Woloshin Investment Management, LLC is an independent firm.

It’s National 401(k) Day—a great reminder of how powerful this retirement savings tool can be when used strategically ov...
09/14/2026

It’s National 401(k) Day—a great reminder of how powerful this retirement savings tool can be when used strategically over time.

For many people, a 401(k) is the foundation of their retirement plan. But the real impact comes from how it fits into your bigger financial picture—things like tax-efficient investing, retirement income planning, and how your accounts will support you long term.

If you haven’t reviewed your 401(k) lately, now is a good time to ask:
Are your investments aligned with your goals?
Are you positioned for long-term growth and income?

Our team at Woloshin Investment Management is here to help you connect the dots and build a strategy that supports a confident retirement.

If you’d like to take a closer look at your plan, reach out anytime.

Wishing everyone a safe and relaxing Labor Day! 🇺🇸This holiday is a great reminder to pause and appreciate the hard work...
09/07/2026

Wishing everyone a safe and relaxing Labor Day! 🇺🇸

This holiday is a great reminder to pause and appreciate the hard work that goes into building a secure future—for ourselves and our families.

Our office will be closed on Monday, September 7th in observance of Labor Day, and we will reopen on Tuesday, September 8th.

How are you spending the long weekend?

You’ve probably heard terms like CPI, PPI, and PCE in the news—but what do they actually mean for your finances?Each one...
08/27/2026

You’ve probably heard terms like CPI, PPI, and PCE in the news—but what do they actually mean for your finances?

Each one tracks inflation a little differently, giving us insight into how prices are changing across the economy—and how that can impact your retirement plan, investment strategy, and long-term goals.

Understanding these indicators helps us make more informed decisions around retirement income strategies, tax-efficient investing, and overall financial planning.

Have questions about how inflation is affecting your plan? Our team is here to help you make sense of it and stay on track.

Reach out anytime to start the conversation.

Many small business owners assume a 401(k) plan is too expensive or complicated to offer—but that is not always the case...
08/25/2026

Many small business owners assume a 401(k) plan is too expensive or complicated to offer—but that is not always the case today.

With modern plan options, it is often more flexible and manageable than expected. There are tax credits that can help offset startup costs, and plan designs can be customized to fit your budget, including optional employer contributions.

Offering a 401(k) can also be a meaningful way to support your team’s long-term financial well-being while strengthening your overall benefits package.

If cost or complexity has been holding you back, it may be worth taking another look. Our team at Woloshin Investment Management can walk you through practical options that align with your business goals.

Have you considered adding a retirement plan for your employees? Let’s start the conversation.

Market volatility and market risk often get lumped together, but they’re not the same—and understanding the difference c...
08/09/2026

Market volatility and market risk often get lumped together, but they’re not the same—and understanding the difference can make a big impact on your financial planning.

Volatility is the day-to-day movement in the market. It can feel uncomfortable, but it’s a normal part of investing.

Market risk, on the other hand, is the potential for long-term loss due to broader economic factors that can affect your portfolio over time.

Why does this matter for retirement planning? Because building a strategy that accounts for both can help protect your income and keep you on track toward long-term goals.

If you’re unsure how your current investments are positioned, we’re here to help. Let’s talk about your strategy and how it aligns with your retirement goals.

What questions do you have about today’s market? Drop them below or reach out to our team anytime.

The dog days of summer are here, and we are just stopping by to say hello! We hope you’re soaking up the sun, catching a...
08/08/2026

The dog days of summer are here, and we are just stopping by to say hello!

We hope you’re soaking up the sun, catching a cool breeze, or maybe even catching a nap or two on a sunny beach.

Remember, if there is anything our team can help you with before the season winds down, please do not hesitate to reach out. We are always here and happy to connect whenever you need us.

For high-net-worth individuals, proactive financial planning isn’t just a year-end task—it’s a year-round strategy.At Wo...
08/07/2026

For high-net-worth individuals, proactive financial planning isn’t just a year-end task—it’s a year-round strategy.

At Woloshin Investment Management, we help our clients stay ahead by regularly reviewing retirement income strategies, investment allocations, and tax-efficient opportunities throughout the year.

Making adjustments now can help avoid last-minute decisions and keep your long-term goals on track.

When was the last time you revisited your financial plan?

Give us a call at (609) 654-9700 to start a conversation about your strategy.

Market ups and downs can feel unsettling—but they’re a normal part of the investing journey.We often remind our clients ...
08/04/2026

Market ups and downs can feel unsettling—but they’re a normal part of the investing journey.

We often remind our clients that successful investing isn’t about timing the market, it’s about staying committed to a long-term strategy that aligns with your goals.

If recent volatility has you second-guessing your plan, you’re not alone. This is where a thoughtful approach to wealth management and retirement planning really matters.

Our team helps individuals and families stay focused on long-term financial security through personalized investment management and retirement income strategies.

Have questions about your portfolio or want to revisit your financial plan? We’re here to help—give us a call at (609) 654-9700.

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work w...
11/25/2025

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work with such incredible people.

Whether you're traveling, cooking up a feast, or simply enjoying some well-deserved rest, we hope your Thanksgiving is filled with what (and who!) matters most.

Please note: We will be closed on Wednesday, November 26th through Friday, November 28th, to allow our team to enjoy the holiday.

Wishing you and your loved ones a warm, safe, and memorable Thanksgiving!

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who...
11/11/2025

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.

It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.

Address

40 N Main Street
Medford, NJ
08055

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 11pm

Telephone

+16096549700

Website

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