ArticleCash Flow
5 Tips for Creating a Debt Reduction Plan and Sticking to It
Debt can be an overwhelming burden that can feel like it will never go away. Many people struggle with credit card debt, student loans, car loans…
3 min read · May 4, 2023
Insights
Articles, Market Updates, and News
All insights are organized by OmniStar's 10 Elements. Sort by topic or by one of our elements.
ArticleEstate PlanningDon’t Go Intestate
Don’t Go Intestate Are you worried about what will happen to your family and possessions if something were to happen to you? Many people are genuinely…
3 min read · April 6, 2023
ArticleTax Strategies1031 Exchanges and What You need to know
When it comes to 1031 exchanges, the rules and regulations are very specific and must be followed precisely. Failure to follow these rules can lead to…
2 min read · March 24, 2023
ArticleRetirement IncomeRetirement for Millennials
Retirement for Millennials Without a doubt, retirement can seem like it’s ages away. But the sooner you start planning and saving for your golden years…
4 min read · March 17, 2023
ArticleRetirement IncomeGenius Benefits of Required Minimum Distributions: Your 6 Point Guide
“Required Minimum Distributions (aka RMDs) are an important topic if you have an IRA or 401(k). Are you approaching retirement age? Are you trying to…
8 min read · February 22, 2023
ArticleInvestment Oversight2023 Debt Ceiling; Are We Headed for a Financial Disaster this Year?
The United States Debt Ceiling is a debt ceiling limit set by the US Congress on the total amount of debt that the federal government can accumulate. On…
6 min read · January 30, 2023
ArticleRetirement IncomeSecure Act 2.0 has a Massive Price Tag
The Secure Act 2.0 was a ground-breaking move by President Biden during the holiday season that comes with a massive price tag. The $1.7 trillion omnibus…
57 min read · January 19, 2023
Market CommentaryInvestment OversightMarket Perspectives – May 24, 2022
Continuing the fear and greed cycle. Looking back over my thirty years in financial services, I can say unequivocally one of the most challenging times…
6 min read · May 24, 2022
Market CommentaryInvestment OversightMarket Perspectives May 2, 2022
Correction and contraction…. Investing during 2022 has been like running an obstacle course for the first time – walls to scale, water hazards to cross…
6 min read · May 2, 2022
Market CommentaryInvestment OversightMarket Perspectives April 5, 2022
Our Market Perspectives begins with a check-in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote…
4 min read · April 5, 2022
ArticleTax StrategiesThe Questions You Should Ask Your Wealth Advisor
Seventy-five percent of Americans say they wing it when it comes to financial planning. The majority live paycheck to paycheck and cannot cover an…
3 min read · March 31, 2022
ArticleRisk ManagementWhich Should You Choose Bank or Credit Union
Which should you choose bank or credit union? Many people today are choosing to change their preferred financial institution. This change is driven by a…
5 min read · March 22, 2022
Market CommentaryInvestment OversightMarket Perspectives – Catastrophes Bring Out Investor Emotions
In just over two weeks, the war in Ukraine has disrupted the status of 1.3 million people – approximately the number of people who live in Philadelphia…
5 min read · March 15, 2022
Market CommentaryInvestment OversightRussia’s Grip On The Economy
Reflecting on our 2021 year-end Market Perspectives, our thesis held that 2022 could look quite a bit like 2021 — with some key differences. We noted the…
5 min read · March 4, 2022
ArticleEstate Planning6 Key Benefits of Working With a Wealth Management Firm
Far too many Americans are failing to build wealth. The opportunity is there, but primarily the upper echelon of American society is taking advantage. In…
2 min read · March 3, 2022
ArticleInvestment OversightTHE POWER OF COMPOUND INTEREST
One of the fundamental keys to wealth accumulation lies in understanding the concept of compound interest, a powerhouse in personal finance. But what…
2 min read · February 22, 2022
ArticleEstate PlanningGet the Fundamentals of Wealth Management in 5 Minutes or Less
Far too few Americans are properly managing their wealth. On the retirement income side, 1 out of every 4 Americans does not have any retirement savings…
3 min read · February 4, 2022
- Market CommentaryInvestment Oversight
White Hot Real Estate Market
The Federal Housing Finance Agency House Price Index is the nation’s only collection of freely available information that measure changes in…
1 min read · January 6, 2022
- ArticleRetirement Income
Do I Need a Wealth Advisor? 4 of the Top Benefits
If you’re among the 72% of Americans who are stressed about money, it’s easy to get stuck in a rut. Luckily, it’s possible to manage your money and…
3 min read · December 22, 2021
- Market CommentaryInvestment Oversight
Global Economy Slowing but Still Moving
The economy is slowing, but still moving sums up the current state of affairs. Before we dive into today’s Market Perspective, we want thank you for…
13 min read · December 20, 2021
ArticleTax StrategiesEverything to Consider When Choosing a Financial Consultant Near Me
Many American families do want to save for the future. In fact, 52% of families have some level of investment in the stock market. Whether they choose to…
3 min read · December 20, 2021
- ArticleTax Strategies
Everything to Consider When Choosing a Financial Planner in Wilmington
Choosing a financial planner can be an overwhelming task, especially if you’re searching for a financial advisor in Wilmington or a financial consultant…
3 min read · November 16, 2021
ArticleInvestment OversightGrowth Driven Price Increases
Inflation is unfortunately showing its ugly head, but is it simply growth driven price increases? I believe it has been one of the market’s most…
3 min read · October 27, 2021
ArticleRetirement Income5 Benefits of Planning For Retirement Early
When you’re young and just getting started, saving money for retirement may not be your top priority. That’s understandable if retirement is way down the…
3 min read · October 18, 2021