From Phil's KitchenLifestyle
Hummingbird Cake
This Hummingbird Cake is a Southern gem that boasts three incredibly moist layers flavored with canned pineapple and bananas. Active Time: 30 mins |…
2 min read · March 17, 2026
Insights
Articles, Market Updates, and News
All insights are organized by OmniStar's 10 Elements. Sort by topic or by one of our elements.
ArticleBusiness PlanningHSA Optimization
A Health Savings Account or HSA is a great tool for your financial plan. I have written about the HSA a handful of times but today I wanted to discuss a…
3 min read · March 16, 2026
- ArticleBusiness Planning
Market Returns February 2026 (including dividends)
S&P 500: -0.7% S&P 500 Equal-Weight: +3.5% Dow Jones: +0.3% Nasdaq: -3.4% MSCI EAFE: +4.6% MSCI Emerging Markets: +5.5% Bonds (US Aggregate): +1.6%…
3 min read · March 16, 2026
ArticleEstate PlanningHow Busy Professionals Can Gain Financial Clarity Without Adding Another Thing to Their Plate
You’re already managing a full calendar, a demanding job, and a personal life that deserves more of your attention. The last thing you need is financial…
3 min read · March 13, 2026
ArticleTax StrategiesHow Strategic Investments Turn Small Steps into Big Wealth: Tips from OmniStar Financial Group
Want to know the secret to building lasting wealth? It’s not about sudden windfalls or risky bets—it’s about making smart, strategic investment…
3 min read · February 25, 2026
ArticleBusiness PlanningPhylacteries & the Power of Humility
For several weeks we have been studying the book of Matthew at church. Sunday’s sermon was based on Matthew 23: 1-12. To condense a 45-minute sermon…
2 min read · February 19, 2026
ArticleBusiness PlanningDo Client Reviews With Your Advisor Matter?
From an office manager’s seat, I’ve learned that some of the most valuable meetings we schedule are the ones that initially don’t seem necessary. I’ve…
2 min read · February 18, 2026
ArticleBusiness PlanningIs Your CPA Asking for Your Tax Documents?
Tax season is upon us, and you (or your CPA) are probably trying to locate your tax documents. OmniStar is always happy to help you access your tax…
1 min read · February 18, 2026
ArticleInvestment OversightMarket Update – January Returns (including dividends)
S&P 500: +1.5% S&P 500 Equal-Weight: +3.4% Dow Jones: +1.8% Nasdaq: +0.9% MSCI EAFE: +5.2% MSCI Emerging Markets: +8.9% Bonds (US Aggregate): +0.1%…
3 min read · February 17, 2026
- ArticleInvestment Oversight
Market Returns December 2025 (including dividends)
Economic & Policy Highlights Interest Rates & Fed Outlook TheFederal Reserve met in December and cut rates 25 basis points, 3 members of the Federal…
3 min read · January 27, 2026
ArticleBusiness PlanningYear End Planning
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…
3 min read · November 17, 2025
- ArticleInvestment Oversight
Market Returns October 2025 (including dividends)
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…
4 min read · November 17, 2025
ArticleBusiness PlanningWealth 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…
4 min read · October 31, 2025
ArticleInvestment OversightWhy 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…
5 min read · October 29, 2025
- ArticleInvestment Oversight
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% MSCI EAFE: +1.9% MSCI Emerging Markets: +7.1% Bonds (US Aggregate): +1.1%…
3 min read · October 20, 2025
ArticleBusiness PlanningFive Things to Ensure Your Financial Journey is Headed in the Right Direction
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…
3 min read · October 20, 2025
ArticleEstate Planning5 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…
4 min read · October 8, 2025
ArticleInvestment OversightThe 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…
4 min read · October 1, 2025
- Market CommentaryInvestment Oversight
Market Returns August 2025
S&P 500: +2.0% S&P 500 Equal-Weight: +2.7% Dow Jones: +3.4% Nasdaq: +1.6% MSCI EAFE: +4.3% MSCI Emerging Markets: +1.3% Bonds (US Aggregate): +1.2%…
3 min read · September 15, 2025
ArticleRetirement IncomeYour Future, Our Focus
At OmniStar Financial Group, there is a lot that happens behind the scenes. You may never see the hours spent double-checking trades, coordinating with…
1 min read · September 15, 2025
ArticleLifestyle24 Years Later: Remembering and Reflecting on 9/11
Today marks 24 years since a day when ordinary lives were devastated and the course of history forever changed. The images and emotions remain vivid…
2 min read · September 11, 2025
Market CommentaryInvestment OversightSecond Opinions in Wealth Management: A Smart Investor’s Tool
In healthcare, legal matters, or major purchases, second opinions are not just expected; they are essential. The same principle should apply to your…
4 min read · August 27, 2025
ArticleRetirement IncomeThe Retirement Plan Your Employees Want (And Will Stay For)
You are already offering a 401(k), but no one is using it. You are hiring strong candidates, but many leave after only a couple of years. The benefits…
4 min read · August 20, 2025
- Market CommentaryInvestment Oversight
Market Returns July 2025
S&P 500: +2.2% S&P 500 Equal-Weight: +1.0% Dow Jones: +0.2% Nasdaq: +3.7% MSCI EAFE: -1.4% MSCI Emerging Markets: +2.0% Bonds (US Aggregate): -0.3%…
3 min read · August 19, 2025