Market CommentaryInvestment Oversight
Economic & Policy Highlights
Interest Rates & Fed Outlook – Fed held rates steady at 4.25–4.50% on June 18 – Markets now see only 1–2 rate cuts by year-end – Fed Chair Powell…
2 min read · June 23, 2025
Insights
Investment Oversight
Everything we've published on Investment Oversight.
ArticleInvestment OversightThe Front Desk View: Where First Impressions Meet Financial Wisdom
If you’ve ever walked through the doors of OmniStar Financial Group, chances are, I’m the first smile you see. As the office manager, I like to think of…
2 min read · June 23, 2025
- ArticleInvestment Oversight
Monthly Market & Economics Summary – June 2025
Market Returns (May – June 2025) – S&P 500: +1.66% price return in June; +6.15% in May – Dow Jones: (–0.75%) for June; +3.93% in May – Nasdaq: +2.13%% in…
2 min read · June 19, 2025
- ArticleInvestment Oversight
Market Wrap-Up, May 8, 2025
Year-to-Date Returns (as of May 7th, 1 pm, 2025) The Federal Reserve Holds its ground: The Federal Reserve announced on Wednesday that it will leave…
2 min read · May 8, 2025
ArticleInvestment OversightThe Sheep in All of Us: Why We Can’t Help Following the Crowd
Have you ever bought something just because everyone else was raving about it? Jumped into a cryptocurrency because you didn’t want to miss out?…
1 min read · May 1, 2025
- ArticleInvestment Oversight
Market Wrap-Up: May 1, 2025
Is Recession Around the Corner? Year-to-Date Returns (as of April 30th , 10:45 AM, 2025) Key Economic Data This Week: Economic Outlook The U.S. economy…
1 min read · May 1, 2025
- ArticleInvestment Oversight
Market Wrap-Up: April 24, 2025
Another Week, Another Tariff Change Year-to-Date Returns (as of April 23rd, 10:40 AM, 2025) Weekend Tariff Changes Not to sound like a broken record, but…
3 min read · April 24, 2025
- ArticleInvestment Oversight
Market Wrap-Up: April 17, 2025
Another Week, Another Tariff Change Year-to-Date Returns (as of April 16th, 11:30 AM, 2025) Weekend Tariff Changes: Last week, the U.S. government…
3 min read · April 17, 2025
ArticleInvestment OversightWilmington Housing Market
Last weekend, my wife and I visited Raleigh to see our oldest daughter and her husband. At 26, they have just signed a contract to buy their first home…
3 min read · April 17, 2025
- Market CommentaryInvestment Oversight
Weekly Market Update – April 10, 2025
It has been an historical week for the market, as all indexes have entered a Bear Market. Year-to-Date Returns (as of April 10th, 3:00 pm, 2025) S&P 500…
3 min read · April 10, 2025
ArticleInvestment OversightCaddies Making the Cut
Isn’t irony interesting? One of the most beautiful times of year is being underscored by one of the ugliest in the market. Wilmington, for the last…
3 min read · April 10, 2025
ArticleInvestment OversightSuccess Stories: How Independent Financial Consultants Have Transformed Clients’ Financial Futures
Planning for a successful financial future can feel overwhelming. Between managing expenses, investing wisely, and planning for retirement, it’s easy to…
2 min read · April 3, 2025
- ArticleInvestment Oversight
April 3, 2025 – Quarterly Market Wrap-Up: as of March 31, 2025
The first quarter of 2025 is in the rear-view mirror. Without question, investors will not soon forget how the financial markets misbehaved. A new White…
3 min read · April 3, 2025
- ArticleInvestment Oversight
Weekly Market Wrap – March 28, 2025
Major Index Performance (as of Thursday’s close): New Auto Tariffs:The 25% tariff on auto imports announced by President Trump on March 26 could put a…
3 min read · March 28, 2025
- ArticleInvestment Oversight
Weekly Market Wrap – March 21, 2025
Major Index Performance (as of Thursday’s Close): S&P 500: Up 0.6% Dow Jones Industrial Average: Up 1.15% Nasdaq Composite: Flat Gold: Up 1.39% Nasdaq…
3 min read · March 21, 2025
- ArticleInvestment Oversight
Weekly Market Update – March 14, 2025
Major Index Performance (as of Thursday’s Close): S&P 500 Enters Correction The S&P 500 has continued its recent decline, now down 10.1% from its high of…
2 min read · March 14, 2025
ArticleInvestment OversightHistory of Tariffs and Their Economic Impact
The last two weeks have been shaky for the financial markets as the unknown and misunderstood effects of tariffs frighten investors. Tariffs have been a…
7 min read · March 14, 2025
- ArticleInvestment Oversight
Weekly Market Update – March 7, 2025
Major Index Performance (as of Thursday’s Close): Nasdaq Enters Correction The Nasdaq Composite has continued its recent decline this week, now down…
2 min read · March 7, 2025
Market CommentaryInvestment OversightMarket Update, February 21, 2025
Is the Economy Slowing? Major Index Performances (as of Close Thursday): Walmart’s Earnings Miss Expectations Walmart’s earnings report offered insight…
3 min read · February 21, 2025
Market CommentaryInvestment OversightThe Great Banking Debate: Do We Really Need Central Banks?
In an era of economic uncertainty, few institutions generate as much controversy as central banks. As we navigate 2025, I believe the debate over their…
3 min read · February 21, 2025
- Market CommentaryInvestment Oversight
Market Update – February 14, 2025
Happy Valentines Day: Major Index Performances (as of Close Thursday): Inflation Reports: The Core Personal Consumption Expenditures (PCE), which is the…
2 min read · February 14, 2025
Market CommentaryInvestment OversightCash Positions In The Portfolio
We’ve all heard the saying, “Cash is King” and with the rise in interest rates in 2022 and 2023, cash and money market positions have been very…
3 min read · February 14, 2025
- Market CommentaryInvestment Oversight
Market Update – February 7, 2025
Inflation fears resurface: Major Index Performances (as of Friday 2:pm): Friday the University of Michigan released its expected inflation report…
3 min read · February 7, 2025
- Market CommentaryInvestment Oversight
Market Update – January 31, 2025
New Kid on the Block: Major Index Performances (as of close Thursday): DeepSeek threat to the AI market: Many years ago, when my wife Haley and I planned…
2 min read · January 31, 2025