How time flies! It is hard to believe we are only a few weeks away from 2026. As we approach the end of the calendar year, now is an excellent time to review strategies that may help you prepare for tax season and strengthen your financial plan. There are a handful of year-end deadlines and […]
October Returns (including dividends): S&P 500: +2.3% S&P 500 Equal-Weight: -0.9% Dow Jones: +2.6% Nasdaq: +5.6% MSCI EAFE: +1.2% MSCI Emerging Markets: +4.2% Bonds (US Aggregate): +0.6% Economic & Policy Highlights Interest Rates & Fed Outlook The Federal Reserve cut rates by 25 basis points to a target range of 3.75 – 4.00%, a move that was well telegraphed More importantly, the Fed Chairman warned that a December rate cut “was not a foregone conclusion”
Market Returns October 2025 (including dividends) Read More »
Yield: 8 Servings | Prep: 15 minutes | Cook: 4 hours Ingredients 4 apples, peeled and cut into ½ inch slices 3 Bosc pears, peeled and cut into ½ inch slices 1/3 cup light brown sugar 1 tablespoon all-purpose flour 1 tablespoon lemon juice ½ teaspoon ground cinnamon ¼ teaspoon kosher salt Pinch of
Slow Cooker Apple Pear Crisp Read More »
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.
Wealth Management for Dentists: Building a Financial Plan Beyond the Practice Read More »
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.
Why Evidence-Based Investment Management Works Better Long Term Read More »
Prep Time: 10 mins | Cook Time: 35 mins | Total Time: 45 mins Serves: 6 This vegan butternut squash soup is the ultimate fall comfort food. Store it in the fridge for up to 4 days or freeze it for up to three months. Equipment 5.5 Quart Dutch Oven Blender (Vitamix) Ingredients 2 tablespoons extra-virgin
Butternut Squash Soup Read More »
S&P 500: +3.7% S&P 500 Equal-Weight: +1.1% Dow Jones: +2.0% Nasdaq: +5.6% MSCI EAFE: +1.9% MSCI Emerging Markets: +7.1% Bonds (US Aggregate): +1.1% Economic & Policy Highlights Interest Rates & Fed Outlook The Federal Reserve opted to cut rates by 25 basis points taking the target range to 4.00 – 4.25%, pointing to downside risks
Market Returns September 2025 (including dividends) Read More »
Over the last several months, I have become exponentially more involved in our We’re Talking Money YouTube channel. Phil and I have spent hours in the studio curating and delivering content we think moves the needle for our listeners. Most of the advice is rooted in finance, but some is more psychological in nature. Finance
Five Things to Ensure Your Financial Journey is Headed in the Right Direction Read More »
Protecting family wealth across generations requires more than growth—it takes structure, education, and planning. These five strategies help ensure your legacy lasts.
5 Overlooked Strategies for Protecting Multi-Generational Wealth Read More »
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.
The Hidden Risks That Can Derail Your Wealth Strategy Read More »
