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 Cost of Procrastination

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

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The Power of Compound Interest

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Saving for College 101

Here's a crash course on saving for college.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Understanding Money Market Funds

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

Making a Charitable Gift

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

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

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How Cash Apps Work

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

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.

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.

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Articles

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The History of Currency

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

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Videos

Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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?

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.

The Power of Compound Interest

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

View all videos