OmniStar Financial Group

Wealth Management Articles

Oct 31, 2025

Wealth Management for Dentists: Building a Financial Plan Beyond the Practice

Dentists face unique financial challenges, from student loans to practice ownership. Learn how specialized wealth management connects practice success, personal growth, and retirement planning for lasting financial independence.

Oct 29, 2025

Why Evidence-Based Investment Management Works Better Long Term

Markets move on emotion—but successful investors don’t. Discover how evidence-based investment management builds lasting wealth through structure, data, and discipline, not speculation or short-term trends.

Oct 20, 2025

Market Returns September 2025 (including dividends)

S&P 500: +3.7% S&P 500 Equal-Weight: +1.1% Dow Jones:  +2.0% Nasdaq: +5.6%…

Oct 20, 2025

Five Things to Ensure Your Financial Journey is Headed in the Right Direction

Over the last several months, I have become exponentially more involved in…

Oct 8, 2025

5 Overlooked Strategies for Protecting Multi-Generational Wealth

Protecting family wealth across generations requires more than growth—it takes structure, education, and planning. These five strategies help ensure your legacy lasts.

The Hidden Risks That Can Derail Your Wealth Strategy

Even the best wealth strategies can be blindsided by inflation, tax law changes, or unexpected life events. This blog explores the often-overlooked risks that can chip away at your plan—and how OmniStar helps clients build resilience before those risks surface.

Sep 15, 2025

Market Returns August 2025

S&P 500: +2.0%   S&P 500 Equal-Weight: +2.7%   Dow Jones:  +3.4%   Nasdaq: +1.6%  …

Sep 11, 2025

24 Years Later: Remembering and Reflecting on 9/11

Today marks 24 years since a day when ordinary lives were devastated…

Sep 11, 2025

24 Years Later: Remembering and Reflecting on 9/11

Today marks 24 years since a day when ordinary lives were devastated…

Aug 29, 2025

The Juiciest Juicy Lucy

Prep 25 mins  |   Cook 35 mins  |  Chilling and Cooling Time…

Aug 27, 2025

Second Opinions in Wealth Management: A Smart Investor’s Tool

In healthcare, legal matters, or major purchases, second opinions are not just…

Aug 20, 2025

The Retirement Plan Your Employees Want (And Will Stay For)

You are already offering a 401(k), but no one is using it….

Aug 19, 2025

Market Returns July 2025

S&P 500: +2.2%   S&P 500 Equal-Weight: +1.0%   Dow Jones:  +0.2%   Nasdaq: +3.7%  …

Aug 18, 2025

Behind the Curtain of Fame and Fantasy

A conversation in the OmniStar Philosophers Thinktank, better known as the kitchen,…

Aug 18, 2025

Sheet-Pan Shrimp Boil

Yields: 4  |  Prep Time: 10 mins  |  Cook Time: 25 mins …

Jul 29, 2025

The One Financial Habit Every High-Income Professional Should Build

For high-income professionals, income alone is not enough to ensure long-term success….

Jul 25, 2025

Is Your Financial Plan Built To Last, Or Just Built For Now?

A strong financial plan does more than meet your needs today; it…

Jul 23, 2025

Wealth Manager vs. Financial Advisor: Who Really Manages My Wealth

Many people assume “wealth manager” and “financial advisor” mean the same thing….

Jul 21, 2025

The Importance of Timing When Planning for Retirement

When we talk with clients and prospective clients retirement is generally their…

Jul 21, 2025

Client Insight: Why Lower Rates Won’t Fix the Housing Affordability Crisis

The Bottom Line:There’s a lot of noise around mortgage rates and home…

Jul 21, 2025

Market Returns – June 2025 

S&P 500: +5.0%  S&P 500 Equal-Weight: +3.2%  Dow Jones:  +4.3%  Nasdaq: +6.4% …

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