Author: Omnistar

Capital Gains

There are many popular myths and misconceptions around capital gains taxes. Most of these are centered on when the taxes in question apply and how they affect a given investment or asset, and as a result, a misunderstanding of capital gains taxes can be quite costly indeed. While capital gains…

SEC

We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…

annuities are bad

It’s naturally to look ahead for new opportunities, new investments, and new ventures. Despite a rocky 2020, the potential for future growth seems boundless for the savvy investor or financier. No matter your goals, now’s the time to plan the bold moves that will get you there. That having been…

finances after marriage

Most Americans–80% plus–get married at some point in their lives. And for those who do, it’s likely both a big decision and a huge shift in their way of living. Amidst the joy of a pending or established marriage, it’s important to remember that your new union has implications for…

market-perspective

The initial phase of the economic restart has been quicker than expected, evidenced by the recent IMF’s upgrade to its global growth outlook. Yes, we have seen a rise in Covid-19 infections, but fatalities and hospitalizations have abated and a severe second wave seems less of a concern versus a…

civil unrest

As the title suggests, this is a second in a two-part series, so we recommend reading or reviewing part one before continuing here. In Part 1, we discussed planning and preparation for potential civil unrest. Now in Part 2, we’ll delve into what to do if such an event is…