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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,…
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,…
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…
03/28/2025
Weekly Market Wrap – March 28, 2025
Major Index Performance (as of Thursday’s close): New Auto Tariffs:The 25% tariff…
03/21/2025
The Value of a Financial Advisor
A few weeks ago, I read an interesting article titled, “The Value…
03/14/2025
Weekly Market Update – March 14, 2025
Major Index Performance (as of Thursday’s Close): S&P 500 Enters Correction The…
03/06/2025
Saving for a Legacy
When exploring the origination of a problem in finance, typically the issue…
02/14/2025
Cash Positions In The Portfolio
We’ve all heard the saying, “Cash is King” and with the rise…
01/10/2025
Planning for 2025
In December I wrote about the top five topics you don’t want…
12/31/2024
Business Succession Planning for Family-Owned Businesses: Balancing Family and Financial Goals
Running a family-owned business comes with its own unique set of challenges,…
