We Are Talking Money
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
Episodes
Week 12 Market Performance:
Dow Jones Industrial Average: W12 +1.18%; YTD +0.38%
S&P 500: W12 +1.39%; YTD +3.42%
Nasdaq: W12 +1.66%; YTD +12.97%
Questions Answered in this Episode:
Why is personal savings so low?
What are simple ways to reduce your spending and keep an eye on your budget?
Best way to prepare for a recession?
What does the .25% rate hike mean for the markets and the consumer?
Week 11 Market Performance:
Dow Jones Industrial Average: -.15%; YTD Performance: -3.88%
S&P 500: +1.43%; YTD Performance: +2.01%
Nasdaq: +4.41%; YTD Performance: +11.12%
Silicon Valley Bank Mission Statement:
“Our mission is to increase the probability of our clients’ success. For nearly 40 years, Silicon Valley Bank has helped innovators, enterprises and their investors move bold ideas forward, fast.”
Silicon Valley Bank sold $21B wo...
2022 Market Performance
Dow Jones: -8.78%
S&P 500: -19.44%
Nasdaq: -33.10%
2023 Market Performance (through trading week 9)
Dow Jones: .74% (YTD)
S&P 500: 5.37% (YTD)
Nasdaq: 11.68% (YTD)
Fed Sentiment
Jerome Powell and co. are dead-set on lowering the inflation rate to their target of 2%. My argument is that rate increases will occur well into the summer months.
Consumer Spending
Consumer spending remains strong. After seeing a cooling of ...
"Hey everyone, today we're going to be talking about Required Minimum Distributions (aka RMDs). Know there is a lot of material out there on RMDs but stick with me on this important topic if you have an IRA or 401(k). The rules have changed and if you are approaching retirement age, or know someone who is, you don’t want to miss this episode.
This subject can be both confusing and overwhelming. So, having proper knowledge about RMD...
The United States Debt Ceiling is a limit set by the US Congress on the total amount of debt that the federal government can accumulate. On January 19 2023, it's set to hit its limit and many people are wondering what will happen next.
We also discuss some of the possible consequences of hitting the Debt Ceiling for both individuals and the country. So should you be worried about the US Debt Ceiling? Keep reading to find out, or, he...
You can see a shortened version of this content in video form on our YouTube page, OmniStar Financial Group.
This podcast is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material is not intended as tax or legal advice and may not be used for the purpose of avoiding any federal tax penalties. Please consult with a ta...
You can see a shortened version of this content in video form on our YouTube page, OmniStar Financial Group. This podcast is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material is not intended as tax or legal advice and may not be used for the purpose of avoiding any federal tax penalties. Please consult with a t...
You can see a shortened version of this content in video form on our YouTube page, OmniStar Financial Group.
This podcast is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material is not intended as tax or legal advice and may not be used for the purpose of avoiding any federal tax penalties. Please consult with a ta...
It’s a contrarian’s dream come true.Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying.
Last week, Bank of America (BofA) delivered a contrarian’s dream. BofA’s monthly survey of 225 global asset managers, who are responsible for $645 billion in assets under management, showed the managers were almost fully invested, according to CNBC.
The survey showed asset manager...
Happy New Year to our clients and readers. It took a few weeks before gaining enough inspiration to write our first Market Perspectives of 2021. The noise of politics, social unrest, pandemics, and the threat of losing free speech can leave you at a loss for words. Frankly, America has become entrenched based on agendas, ideology, and rancor being spewed from the highest offices. The very morals and ethics on which our democratic ...
Divorce has been dubbed ‘The Retirement Killer’ for a reason. Almost every time we work with a client who has/is going through a divorce, retirement accounts and the success of their overall financial plans quickly get derailed. All that great planning that was put in place during their wedded bliss days is up in smoke. Not only are accounts split, but the couple also deals with what can be substantial legal fees leading to the fi...
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