Money | OMNI Investment Services

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Articles

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Glossary of Scam Terms

A helpful glossary of current scams.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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Videos

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Saving for College 101

Here's a crash course on saving for college.

View all videos