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Budgeting Excuses
A budget in the simplest definition is a tool used to track…
Market Minute – July 26, 2024
Earnings season has started and initial results are confirming a slowdown in…
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…
Market Update – June 14,2024
As of Thursday, the S&P has surged 1.82% for the week, reaching…
Business Planning In Four Steps
Many of our clients are current or former business owners so this…
Market Update – June 7, 2024
Through Thursday the S&P is up 1.06% this week, hitting an all-time…
Market Update May 31, 2024
Could the Bear be awakening from hibernation? As I mentioned last week,…
The Vital Lifeline in Finance: The Value of a Second Opinion on Your Financial Wellness Plan
In a world where the complexity of personal finance is more pronounced…
The Importance of Measurement in Personal Financial Management
The principle “If you can’t measure it, you can’t manage it” applies…
Market Update – May 24,2024
It has been a wild week on Wall Street. Nvidia reported strong…
Social Security Planning
Recently in a meeting Phil and I were talking to someone, and…
Market Update
May 10,2024 The Dow Jones Industrial Average is on a remarkable 7-day…
Navigating the Promise And Peril of Backdoor Roth IRAs
In the ever-evolving landscape of retirement planning, savvy investors are always on…
Wilmington Economics: Tourism
I am very fortunate to live in Wilmington, NC. We have beautiful…
