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05/08/2025
Market Wrap-Up, May 8, 2025
Year-to-Date Returns (as of May 7th, 1 pm, 2025) The Federal Reserve…
04/24/2025
Make the Most of Giving Part I
Many of our clients value giving. Whether tithing to their church or…
04/17/2025
Market Wrap-Up: April 17, 2025
Another Week, Another Tariff Change Year-to-Date Returns (as of April 16th, 11:30…
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
The Tax Deadline is Coming – Don’t Just File, Optimize
By Phil Clark, Founder & Wealth Advisor at OmniStar Financial Group We’re…
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,…
03/21/2025
The Value of a Financial Advisor
A few weeks ago, I read an interesting article titled, “The Value…
03/13/2025
History of Tariffs
The last two weeks have been shaky for the financial markets as…
03/06/2025
Saving for a Legacy
When exploring the origination of a problem in finance, typically the issue…
02/28/2025
Tax-Efficient Investment Strategies for High-Net-Worth Individuals: How Financial Experts Can HelpÂ
Managing wealth is about more than just growing assets—it’s about keeping more…
