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529 College Savings Plans and Updates from Secure Act 2.0
529 plans have long been a hot topic for college education. Most…
Market Minute August 23, 2024
The market is relatively flat for the week, with few stocks showing…
The Value of an Olympic Medal
The 2024 Olympic games are in the books, and the 2028 Los…
Market Minute – August 16, 2024
Some of my fondest memories as a child are playing cards with…
The Art of Wealth Management
I am neither an economic savant, nor do I hold a Nobel…
Market Minute – August 9, 2024
Are you familiar with the Butterfly Effect? It rests on the notion…
The Rise of Remote Work: Adapting Employee Retirement Benefits for the Modern Era
The rise of remote work has significantly altered the landscape of employment…
The Olympics and The Last Supper: Why Comparing the Two is Misguided
From my earliest years, watching the Olympics was high on my list….
Market Minute August 2, 2024
Growing up in Charlotte, North Carolina I spent many summer days at…
Market Minute – July 26, 2024
Earnings season has started and initial results are confirming a slowdown in…
Budgeting Excuses
A budget in the simplest definition is a tool used to track…
Roth Contributions
We have been talking with many clients about the benefits of additional…
Market Minute July 19,2024
Trading this week has been extremely volatile as investors are digesting the…
Mastering Tax-Aware Strategies for Maximizing Your Investment Portfolio
Taxes can make a significant impact on your investment returns, but with…
Habitat for Humanity
Today our OmniStar teammates had the privilege of working on a Habitat…
Market Minute – July 12,2024
After 3 consecutive days of record-breaking closes for the S&P 500 and…
The Importance of Including Family in Financial Planning
Introduction Financial planning is an essential aspect of securing a stable and…
Do What is Right
Most of you likely watched the Presidential Debate on June 27th. If…
Market Minute July 5, 2024
For the shortened trading week of July 4th, the S&P 500 index…
Preparing for Potential Tax Increases
With presidential elections just around the corner and the associated uncertainties, it…
Market Update – June 21, 2024
Year-to-date the S&P 500 index has gained nearly 15%, hitting an all-time…
Inheritances Can Include Debt
When we die, what happens to our debt? Unfortunately, the debt we…
Business Planning In Four Steps
Many of our clients are current or former business owners so this…
Market Update – June 14,2024
As of Thursday, the S&P has surged 1.82% for the week, reaching…
