Last month, President Joe Biden devoted a large portion of his first address to Congress on three major spending initiatives: the American Rescue Plan, the American Jobs Plan and the American...
* top-ranked advisor shares financial insights
Hosted by Omnia Co-Founder Michael Wagner, this video series is created for business professionals, entrepreneurs and families of significant wealth.
*named on the list of 
Next-Gen Best-In-State Wealth Advisors of 2019
AN INTRODUCTION
Consider The Source
AN INTRODUCTION
“we want you to be well informed and mindful of what’s in your portfolio”
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Latest Insights
Consider the Source – 2021 Investment Outlook: Inflation
“What is inflation?” is becoming a common question with a complex answer. Complicating it further is the fact that the most commonly known measure of inflation, the Consumer Price Index (CPI), isn’t...
Consider the Source: Fixed-Income Alternatives
Over the past three to four decades, we have been experiencing a declining interest rate environment. Due to the inverse relationship between interest rates and bond prices, this has caused bonds to...
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