Financial Planning

market+update
05/08/2025

Market Wrap-Up, May 8, 2025

Year-to-Date Returns (as of May 7th, 1 pm, 2025) The Federal Reserve…

Beneficiary
05/08/2025

Don’t Just Name a Beneficiary—Talk to Them: Why Conversations Today Shape Legacies Tomorrow 

At OmniStar Financial Group, we talk a lot about Family Governance—and for…

Market Update
05/01/2025

Market Wrap-Up: May 1, 2025

Is Recession Around the Corner? Year-to-Date Returns (as of April 30th ,…

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Market Update
04/17/2025

Market Wrap-Up: April 17, 2025

Another Week, Another Tariff Change Year-to-Date Returns (as of April 16th, 11:30…

Success Stories: How Independent Financial Consultants Have Transformed Clients' Financial Futures
04/03/2025

Success Stories: How Independent Financial Consultants Have Transformed Clients’ Financial Futures

Planning for a successful financial future can feel overwhelming. Between managing expenses,…

Market Update
04/03/2025

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,…

Tax Time
04/03/2025

The Tax Deadline is Coming – Don’t Just File, Optimize

By Phil Clark, Founder & Wealth Advisor at OmniStar Financial Group We’re…

Market Update
03/28/2025

Weekly Market Wrap – March 28, 2025

Major Index Performance (as of Thursday’s close): New Auto Tariffs:The 25% tariff…

Financial Advisor
03/21/2025

The Value of a Financial Advisor

A few weeks ago, I read an interesting article titled, “The Value…

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