OWLFI Productions: Recent Episodes
OWLFI
A strategic financial planning firm comprised of Investments | Taxes | Estate | Retirement | Business Solutions.
We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios.
Welcome back to Murphy's Market Minute with Elliot. This week, we're diving deep into market insights, fresh economic articles, and the ever-elusive guest appearances from Rip.We kick things off by exploring two fascinating articles, one detailing China's economic relationship with the U.S., and the other focusing on the resurgence of spending power within the American middle class.Elliot then sheds some light on China's potential slowdown, debunking media-driven narratives and emphasizing its limited impact on U.S. growth. Contrary to what some headlines might suggest, there's minimal cause for panic.We also dive deep into the middle class's uphill journey in regaining their spending power, emphasizing the slow but steady progress seen in recent times. There's a silver lining as we inch closer to the 100% mark.Concluding, Elliott offers a refreshing perspective on media narratives, the importance of staying informed, and reading beyond just the headlines. Stay tuned, and keep an eye out for more updates, insights, and of course, Rip's unpredictable appearances!https://finance.yahoo.com/news/why-ch...https://finance.yahoo.com/news/the-mi...Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.Our specialties create powerful differences in tax savings, investments, and income strategies through the way we allocate your current and future assets and income streams. These strategies allow us to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios.
Welcome back to another edition of Murphy's Market Minute! After spending some quality family time, we return this week to catch up on all things market-related, including political insights, economic data, and updates on OWLFI.Reflecting on the U.S. economy, Elliot discusses the recent indictment of the former president and Fitch's downgrade, exploring how these events have influenced the market. Other topics include the surprising climb in mortgage rates and a strong jobs report.Elliot gets into the wild week in the market, highlighting a decrease in people's retirement assets due to inflation, but also sharing an optimistic outlook with a strong GDP tick and reduced recession chances.Providing an update on the current market scene, Elliot takes a deep dive into the reduction of spending power in American households and the continued strength of hiring. He wraps up with a message inviting any questions and thoughts.Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog Rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.Our specialties create powerful differences in tax savings, investments, and income strategies through the way we allocate your current and future assets and income streams. We achieve these goals while reducing the overall risk of their portfolios.
Welcome back to another edition of Murphy's Market Minute! After a brief hiatus, we return this week to catch up on all things market-related, economic data, OWLFI updates, and the TD Ameritrade & Charles Schwab merger.We start by reflecting on economic data collected over the weeks, drawing attention to key articles that shed light on the U.S. economy.Next, Elliot talks about the transition from TD Ameritrade to Charles Schwab, a seamless process that is finalized and underway. There will be no significant changes or impact on fees; it's merely a change in custodianship.We also introduce Chase Klusman, from Rockers University. Chase, who just passed his Series 65 Securities License, will be learning the ropes in the OWLFI processes.Finally, we provide an update on OWLFI’s growth and stability, including the introduction of our own private Equity Fund. We also give you an idea of how our team has expanded to 30 employees, with potential growth to 40 in the coming weeks.US economy shows 'more signs of strength than weakness' in latest data deluge (Yahoo.com)The US economy is a lot stronger than Wall Street thought (yahoo.com)Nasdaq finds a new way to confound both bulls and bears (yahoo.com)Hitting 'reset' on the US recession countdown (yahoo.com)Ignore the doomsayers: The world is better than ever | Fox News
Welcome back to this week's edition of Murphy's Market Minute with Elliot Omanson and Rip, the office dog. In today's episode, Elliot shares crucial market updates, discusses various financial news headlines, and addresses the importance of managing your finances when it comes to supporting adult children.⏰ Time Stamps:00:01 - Introduction and Rip's summer cut00:32 - Market update: Inflation and unemployment numbers01:10 - Market performance on April 13th01:54 - Financial news headlines overview02:24 - Banks, Buffett, and the U.S. banking system03:31 - Oil's role in the economy and Kevin O'Leary's refinery plans04:24 - Analyzing the Biden economy06:45 - Impact of supporting adult children on parents' finances08:58 - Conclusion and market outlookKey Points:🏦 Elliot discusses bank failures, the banking industry, and Warren Buffett's confidence in the U.S. banking system, emphasizing the backstops in place and the fact that banks have never cost the federal government a dime.🛢️ The role of oil in the economy is examined, with Elliot highlighting Kevin O'Leary's plan to build a $14 billion oil refinery and the long-term use of hydrocarbons in various industries.💵 Analyzing the Biden economy, Elliot talks about job growth, real income growth, and how these factors impact the market and the FED's decisions on interest rates.👨👩👧👦 Addressing the financial impact of supporting adult children, Elliot emphasizes the importance of securing one's own retirement before helping adult children, sharing insights from an article on the topic.Stay tuned for more market insights, and don't forget to like, comment, and subscribe for updates!
Welcome back to this week's edition of Murphy's Market Minute! In today's episode, Elliot discusses two seemingly contrasting articles, shedding light on the current state of financial health in the United States and examining the new bull market in stocks.⏰ Time Stamps:00:00 - Introduction00:30 - Article 1: Americans lost financial ground last year01:31 - Cash reserve issues and consumer financial stress02:41 - Bright spots: financial health improvement and inflation deceleration04:17 - Change in narrative: positive counterpoints04:54 - Article 2: The new bull market in stocks05:28 - Year-to-date market gains overview06:14 - Positive outlook for 2023Key Points:📉 Article 1 highlights the decline in Americans' financial health in the past year, with fewer people having funds to cover six months of expenses and excellent credit scores. However, it also emphasizes the stabilization of financial health in recent months and an improving outlook.📈 Article 2 focuses on the new bull market in stocks and presents a more positive narrative. Fundstrat believes that we are six months into the bull market, with several indices and funds showing significant year-to-date gains.🔊 Elliot observes a shift in the overall narrative from predominantly negative to a more balanced approach, with positive counterpoints being presented. This change may indicate an improving analyst mood and overall market sentiment.💡 Elliot concludes that the improving narrative and more positive outlook may contribute to a good year for portfolios, helping investors regain some of the losses experienced in the previous year.Stay tuned for more market insights, and don't forget to like, comment, and subscribe for updates!
https://nypost.com/2023/03/05/a-bull-...
Welcome to this week's edition of Murphy's Market Minute with your host, Elliot Omanson. Today is March 10th, and as always, Elliot is here to provide you with a quick and concise update on the current state of the market.
Before we dive into the market update, Elliot has some exciting news to share. He reveals that it's going to be his 21st anniversary in seven days, but he's going to celebrate it by leaving his wife in Kansas and going to Florida. Of course, he's just kidding and will be celebrating with his wife this weekend.
Today's episode has a special guest, Cherie, who is new to OWLFI but not new to Elliot. Cherie's son and Elliot's son have been friends for almost a decade, and they've talked for about six months. Elliot is thrilled to bring someone with the skill sets he needs onto his team, and they will discuss Cherie's role at OWLFI later in the video.
Elliot then moves on to the market update, and unfortunately, it's not good news. The market is down due to the Fed talking about persistent inflation, and the odds of them being able to create a soft landing are becoming less and less. The White House has announced a slew of taxes to help slow the economy down and bring inflation under control even quicker.
However, Elliot is not all doom and gloom and has an exciting article to share. It's from a guy named Ken Fisher, who is famous for trashing annuities while owning an 86-million-dollar stake in an annuity company. Ten years later, he wrote an excellent article titled "A bull market is in full swing, and most of us are in denial." Elliot is excited about this article because it highlights what he's been saying all along that the market has been on an upward trend for the past few months, and it's time to invest in it.
Elliot goes on to explain how the market had a great start to the year, but towards the end of February, it shed about half of what it had gained due to the end-of-the-year bump. However, it gained some traction in March but has been struggling to keep it going since then. Ken Fisher talks about how it's been four months since the stock market began its recovery and all the excuses as to why it's not a real bull market from the Fed and its rate hikes, inflation, recession, Chinese high balloons, and more.
Elliot believes that this is a time to invest in the market, and he's confident that Cherie's skill sets will help his team navigate the market better. He's excited to see what the future holds for OWLFI and his team.
That's it for this week's edition of Murphy's Market Minute. Don't forget to subscribe to our channel for more updates, and we'll see you next week!
Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.
Our specialties create powerful differences in tax savings, investments, and income strategies through the way we allocate your current and future assets and income streams. These strategies allow us to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios.
Murphy's Market Minute August 5th | Conflicting Data In today's episode of Murphy's market minute, Elliot discusses the economy's health and how that translates to the stock market.
Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.
Referred to in this video:
https://finance.yahoo.com/news/recess...
https://finance.yahoo.com/news/labor-...
"The unexpected acceleration in non-farm payroll growth in July, together with the further decline in the unemployment rate and the renewed pick-up in wage pressure, make a mockery of claims that the economy is on the brink of recession," Michael Pearce, senior U.S. economist at Capital Economics, wrote in a note following Friday's report."
What a summer we have been having. Record-breaking heat waves, supply chain issues, talk of recessions, and inflation. Elliot feels we are in a clickbait media environment where people want to profit off fear, uncertainty, and doubt. We are watching the market wanting to get a footing, it wants to go up, but right now, it is difficult with all the talk of inflation and recession. Sometimes, it seems pretty bad, but when you look at the underlying numbers, it's not as bad as it might seem.
Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.
Our specialties create powerful differences in tax savings, investments, and income strategies through the way we allocate your current and future assets and income streams. These strategies allow us to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.youtube.com/watch?v=n2Mr2...
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380 See you next week!
Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers. We specialize in saving our clients thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. In addition, you will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers. We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.
We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Listen To Our Podcast! https://anchor.fm/owlfi
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.
We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
The focus has been on individuals and retirement planning in the previous videos. In this video, we wanted to shift focus and talk about business owners and how we can help them. There are some unique strategies that, as businesses grow, we can implement, from helping mitigate taxes, succession planning, and to the point of selling their business. Everyone is familiar with the saying, "It's not how much you make, it's how much you keep." Unfortunately, the largest source of money that we lose goes to taxes. There is a form of arbitrage in-laws. The government created laws and put systems in place for those laws, then laws change, and the systems don't change. And that presents a unique opportunity. When it comes to money, we have money that we receive in the form of income that is taxed as income tax. Income tax is one of the worst ways to be taxed and can be up to 45%, depending on your state. Tax deferral is excellent because you get to keep your money that would have otherwise gone to the government and let it grow in the meantime. But when it comes out, it is taxed as income tax. Then there is a tax deduction, but what is even better than that? An exemption.
As a W2 employee, you cannot receive tax exemptions, but you certainly can as a business owner. OWLFI has found that we gain a deeper and more robust understanding of the tax code by bringing the different industries and professions together. Many people tell us we are creative, but being creative means taking something and creating something new, which is not possible with the tax code. That leaves you to become an expert and highly familiar with the tax code. And as a financial advisor, you may have one understanding, but as a CPA, they might read it and have another. But when all these professionals read it together, there might be an additional level. There are sections of the tax code that most people are very unfamiliar with, and when followed correctly, they create significant benefits.
Rip will not be joining us in this week's video as he is very picky with his seat selection. On Wednesday this week, we had quite the sell-off. Our most aggressive tech funds, which are supposed to be getting hammered, are up over 10%. So when we look at our portfolios, we are down from our highs but still have significant gains in our accounts and are just not as high as we used to be. We hear the word "recession" thrown around a lot, and what does that mean? A recession, by definition, is two-quarters of negative GDP. We have had one quarter in the books and will likely have a second. In most people's minds, a recession is more than just two-quarters of negative GDP, and a recession would also mean layoffs, decreased wages, and things like that. Those are some of the most important things, yet it seems as if the government is rooting for them. If we have reduced GDP for two consecutive quarters yet, employers are still hiring and increasing wages. Is that a recession that is going to matter? Murphy's Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover our clients' latest market news, trends, and portfolios. In addition, Elliot will be giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers. We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence. OWLFI Website: https://www.owlfi.com/ Murphy's Market Minute Series: https://www.owlfi.com/mmm Listen To Our Podcast! https://anchor.fm/owlfi Our Blog: https://www.owlfi.com/blog Email Us: contact@owlfi.com Give Us a Call: (913) 441-8380 See you next week!
People often wait until there is some significant moment in their life to come to a financial advisor. As a result, there is a lot of anxiety built up in people's heads about sitting down and going over their finances or investments, which prevents them from taking action regarding many of these things. OWLFI operates from the standpoint of the plan first and investing second. And the reason for this is that it helps us better understand you and all aspects of your financial life. We then take all this information we have learned and gathered to create a strategic plan. With every concern there is, there is an opportunity, an opportunity to fix that concern. When we meet with people, they often find out they're in a better situation than they thought.
We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
In the last video, we talked about retirement, the four posing risks, and how crucial they are. Throughout Dirk's career, he always noticed issues and things that needed to be solved within the industry. Elliot and Dirk both saw these things from different areas at the same time before they knew each other, Dirk as a CPA and Elliot as a financial advisor. It's human nature to continue on the same path and the same thing, even though the environment or different things in the environment have changed. At some point, we need to look at the changes in the system and realize it doesn't work anymore. That is one of the benefits of having the all-in-one team that OWLFI has created. Having CPAs, Financial Advisors, and Attorneys working together on behalf of you, they can acknowledge these things that have changed and work together on new solutions. And as the client, you can be more assured in these adjustments when a whole team, like what we have at OWLFI, is backing these decisions.
We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Listen To Our Podcast! https://anchor.fm/owlfi
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
Trying to build a company within the financial industry presents many challenges. Many of these pertain to all businesses, while some pertain to the financial sector. If the people in this industry don't fix these issues first, then people in the government will try to fix them for us. For example, 64% of people entering retirement have four hundred thousand dollars or less in retirement assets. When you combine that with the most often heard advertisement for the financial industry, "Do you have half a million or more of investable assets?" That eliminates the bulk of people entering retirement and, sadly, most people who genuinely need help within the financial industry. There are many reasons most financial firms use that half a million minimum, and the most significant factor is the economy of scale associated with these advisors. Doing our job well requires us to spend a considerable amount of time with people. A relatively easy solution popped up in trying to figure out how we would navigate this problem, and it has to do with the culture we are trying to create at OWLFI. People always ask us if we have a minimum investment requirement, and the answer is no. We focus on two things and believe these are the only two things that matter. The first one is, do we enjoy talking to you, and do we connect and understand you? The second is can we help you? If we feel like we enjoy talking to you and can help you, we will take you on as a client. That is also more difficult because we limit our advisors to no more than 100 clients. So how can we take on any client with any amount of investable assets? Every advisor has clients with millions and millions of dollars, and the value of the work we provide to them makes us significant amounts of revenue. One of the beautiful things about that is that it puts us in a position with only one hundred clients and does not have to chase more clients constantly. It seems as if the minute you give a regular financial advisor your money, you never hear from them again because they have to find the next client immediately. Due to the nature of our OWLFI where we have the attorneys, the CPAs, the financial advisors, and the insurance agents that all work together on behalf of the client with a one-team mentality. That attracts clients with a significant net worth, and at the same time, our advisors are only attempting to attract 100 clients then our advisors can take on anybody. Doing this allows many people of all different backgrounds to receive the highest level of financial advice.
We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.
We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
Why is OWLFI structured the way it is? In the traditional financial space, all the different professions, from your attorneys, CPAs, financial advisors, and insurance agents, they're all siloed. And because they are siloed, we find that they're all in a state of competing against one another. In the beginning, here at OWLFI, we saw disconnects between the different financial professionals. They were at odds with one another to the detriment of their clients. So we felt that it would be better if we could get everybody together under the same roof on the same team. With the usual referral agreement, you don't get all your professionals working together on the entire planning process and understanding the intricacies of the deployed strategies. When we do this, our clients receive a much broader, more robust, strategic plan that is better prepared to deal with market fluctuations, longevity risks, inflation risks, and the general state of uncertainty and unknown that people face heading into retirement.
Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions all tying back to the strategic plans OWLFI offers.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions all tying back to the strategic plans OWLFI offers.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions all tying back to the strategic plans OWLFI offers.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
Murphy’s Market Minute is a weekly production from OWLFI featuring Elliot Omanson and his service dog rip. These videos cover the latest market news and trends for our clients and their portfolios. You will find Elliot giving actionable tips and advice on investments, taxes, estate planning, retirement, and business solutions, all tying back to the strategic plans OWLFI offers.
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
OWLFI Facebook: https://www.facebook.com/OWLFI
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot.
OWLFI is a financial firm that is dedicated to saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
OWLFI Facebook: https://www.facebook.com/OWLFI
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
SHOW LESSOWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot.
OWLFI is a financial firm that is dedicated to saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
OWLFI Facebook: https://www.facebook.com/OWLFI
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot.
OWLFI is a financial firm that is dedicated to saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
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See you next week!
Murphy's Market Minute | February 25th
OWLFI's Murphy's Market Minute is a weekly video we find very important and informative to our clients. Murphy is Elliot's past PTSD service dog that has passed away. You may notice he is joined by Rip, a young and upcoming fit for Elliot. Now that you know about Elliot and OWLFI's weekly video production, let's get into the details of this video.
In this video, Elliot covers various topics and trends in the market. There are some very important lessons for everyone watching to take away from the situation we are currently in. One of the hardest things to do in a leadership position in regards to the market, which Elliot sees himself in is to stand in the face of the storm and to know what your plan was to know you made the right decision and to hold course, even when you're getting beat up. We are seeing very significant uptrends in the market right now. If we wanted to say that for some reason American investors were going to care what was going on between Russia and Ukraine and we sold out, we could have missed out on all of the recent gains. That growth is something we need right now.
OWLFI is a financial firm that is dedicated to saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets.
Learn more about OWLFI and find helpful resources here:
OWLFI Website: https://www.owlfi.com/
Murphy's Market Minute Series: https://www.owlfi.com/mmm
Our Blog: https://www.owlfi.com/blog
OWLFI Facebook: https://www.facebook.com/OWLFI
Email Us: contact@owlfi.com
Give Us a Call: (913) 441-8380
See you next week!
Welcome to a new & improved edition of OWLFI Solutions!
This week’s edition features a very hard to book guest, Kelly Klusman, CPA. As many of you know, Kelly is President of OWLFI Tax & Accounting & has been focused on helping our clients put all of their end of year tax planning in place. His expertise with business PPP forgiveness loans and finding ways for our clients to pay less to the IRS (legally) has created many success stories in 2020.
Each upcoming episode will include more of the outstanding individuals that make up the OWLFI family & extended family. If there are any questions or topics you would like to hear about, please send them our way, we'd be thrilled to discuss anything you may have questions about or just would like to learn more about in general.
Thank You & Happy Veterans Day to our Country's Bravest & Most Honorable Men & Women!!
Sincerely, Dave
OWLFI Solutions now has it's own episodes!
As Elliot, Murphy and ‘The O Show’, announced, we are now providing more content and information to our clients. OWLFI Solutions will continue to be focused on what we are doing to help our clients protect the assets they have accumulated and how we are providing strategies that are focused on accomplishing their financial goals. - We may even have drop in visits from Murphy and Maggie from time to time!
The election has reached a fever pitch! As you can imagine, there are many discussions and debates about what will happen in the market, regardless of who is elected President.
Feel free to call, email, or share topics of interest for future episodes.
Sincerely, Dave
References:
https://article.smartasset.com/worst-way-to-withdraw-1/?
Elliot breaks down where the economy was at pre-COVID and why he thinks we are primed for recovery. Using raw data from census.gov in order to provide an unbiased opinion.
Segment II: Elliot & Dave discuss Franklin Templeton's Beyond Bulls & Bears Article on Fixed Income titled 'On My Mind: They Blinded Us from Science' written by 'Chief Investment Officer, Franklin Templeton Fixed Income' Sonal Desai, Ph.D.
Elliot, Kelly, Dave, Murphy, and the most adorable special guest bring you the latest with the market, changes to the tax filing deadlines and the stimulus package.
Elliot and Dave break down the 3-day drop in the markets and explain what the next steps are.
We have a full house for today's Murphy's Market Minute! Elliot, Dave, Kelly, and our new intern Matt bring you the latest news in the market, the details of the secure act and all the happenings here at OWLFI.
Elliot Omanson and Dave Bush review the 'Trade War' with China, Brexit, GDP, Black Friday, and the launch of OWLFI Insurance December 9th 2019!
Elliot and Dave explain how you can fix beneficiary designations after the account owner has passed on.
Elliot and Dave also discuss current GDP, job numbers, wage growth, and impeachment efforts.
Elliot Omanson and Dave Bush from OWLFI breakdown popular retirement myths and the looming debt bubble, ultra-low unemployment rate, and TD Ameritrade waiving trading fee's.
Elliot Omanson and Dave Bush of OWLFI break down how to structure your donations to save taxes and 2 key events that have taken place in September of 2019. Corporate bond sales and Fed Repo's! Exciting stuff!
Elliot, Dave, and Murphy are back with a special edition of your favorite weekly market recap from OWLFI!
Elliot, Dave and Murphy from OWLFI are here to recap this week in the market. Dave offers tax saving tips with OWLFI Solutions and Elliot discusses the retail sector and China imposing tariffs.
Elliot, Dave and Murphy from OWLFI recap this week in market. Elliot discusses the volatility we have seen and Dave talks about another OWLFI solution!
Elliot and Dave from OWLFI talk about the volatility we have seen in the market over the last week and a unique way to maximize your children's and/or grandchildren's 529 plan.
Elliot, Dave and Murphy from OWLFIbreakdown the happenings in the market over the last couple of weeks!
Elliot Omanson and Dave Bush from OWLFI breakdown this weeks market news.
From Trade wars being resolved with China - President Trump's historic meeting with the Leader of North Korea - tensions rising with Iran - & the current Yield on a 10-year treasury - all covered in less than 5 minutes!
Elliot Omanson and Dave Bush from OWLFI break down the most recent jobs report diving beneath the surface.
Hear what Murphy the Office Dog from OWLFI has to say as he brings the news from Wall Street back here to Main Street.
It is Friday and that means Murphy's Market Minute here at OWLFI!
This week the yield curve is back in the news again and so are consumer sentiments. Find out what that means for you in this week's Market Minute!
Also hear what happens when Murphy stands on the desk while Elliot awkwardly introduces our summer intern - it would not be a market minute if it was normal!
Elliot, Dave and, Murphy from OWLFI break down the impacts on the stock market from the Trade War with China and Japan and the increase in consumer sentiment.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
BONUS: Murphy's Market Minute QUARTERLY Update
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.
Welcome to the first ever Murphy's Market Minute from OWLFI - Subscribe for weekly market updates and to hear what Murphy the Office Dog has to say as he brings Wall Street back to Main Street.
Elliot and Murphy fromOWLFIbreakdown key points from the market and how they might impact you.