Wealth Management Articles

Mar 21, 2025

The Value of a Financial Advisor

A few weeks ago, I read an interesting article titled, “The Value…

Mar 21, 2025

Weekly Market Wrap – March 21, 2025

 Major Index Performance (as of Thursday’s Close):• S&P 500: Up 0.6%• Dow…

Mar 14, 2025

History of Tariffs

The last two weeks have been shaky for the financial markets as…

Mar 14, 2025

Swimming Upstream

Being new to OmniStar Financial Group and having recently moved from Southern…

Mar 14, 2025

Weekly Market Update – March 14, 2025

Major Index Performance (as of Thursday’s Close):  S&P 500 Enters Correction  The…

Mar 7, 2025

Weekly Market Update – March 7, 2025

Major Index Performance (as of Thursday’s Close): Nasdaq Enters Correction The Nasdaq…

Tax-Efficient Investment Strategies for High-Net-Worth Individuals: How Financial Experts Can Help 

Managing wealth is about more than just growing assets—it’s about keeping more…

Feb 21, 2025

The Great Banking Debate: Do We Really Need Central Banks? 

In an era of economic uncertainty, few institutions generate as much controversy…

Feb 21, 2025

Market Update, February 21, 2025  

Is the Economy Slowing? Major Index Performances (as of Close Thursday):  Walmart’s…

Feb 14, 2025

Cash Positions In The Portfolio

We’ve all heard the saying, “Cash is King” and with the rise…

Feb 14, 2025

Market Update – February 14, 2025

Happy Valentines Day:  Major Index Performances (as of Close Thursday):  Inflation Reports: …

Feb 7, 2025

Market Update – February 7, 2025

Inflation fears resurface:  Major Index Performances (as of Friday 2:pm):  Friday the…

Jan 31, 2025

What Once Was

Phil, Roger, and I had a conversation in the OmniStar kitchen a…

Jan 31, 2025

Market Update – January 31, 2025

New Kid on the Block:  Major Index Performances (as of close Thursday): …

Jan 24, 2025

Market Update – January 24, 2025

Welcome Back President Trump: Major Index Performances (as of Friday 2 pm):…

Top 5 Things You Should Be Doing Now To Prepare for Tax Filing Season

Tax season is here, and whether you’re an early filer or a…

Leveraging Financial Services to Enhance Your Fiduciary Retirement Plan: Expert Insights

Navigating the intricacies of a fiduciary retirement plan can feel overwhelming. But…

Jan 17, 2025

DEI (Doesn’t Equal Intellect)

The beauty of The United States of America is defined by diverse…

Jan 17, 2025

Market Update – January 17, 2025

Volatility is back:  Major Index Performances (as of Friday Morning):  News driven…

Jan 10, 2025

What You Need to Know About the Recent BOI Reporting Requirements Pause

The Financial Crimes Enforcement Network (FinCEN) is still operational, and you are…

Jan 10, 2025

Market Update – January 10, 2025

Jobs, Jobs, Jobs Major Index Performances (as of Friday 1:00pm): S&P 500:…

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