NorthStar Wealth Management

08/31/2026

“Past (momentum trade) performance does not guarantee future results.”

A public service announcement.

Trade on. (With care.)

The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.

08/27/2026

Best News of the Day. Coffee Counts!!!

"Fortunately, your daily fluid needs can come from just about any source. Coffee and tea? Sure. Black coffee, in fact, is 99% water." --Sumathi Reddy

Soooo cups of coffee are officially a part of my personal dietary strategy. Cheers! 😁

You don’t need to make drinking water a part-time job since too much of it doesn’t have any real health benefit.

08/25/2026

NorthStar @ 2026 Wilds Cup Fiesta On the Fairways!

08/25/2026

https://lnkd.in/p/e4jf38A2

Crypto Surge Hedging $40T US Debt??? Crypto = Decentralized + Max Limits Fiat Currency = Government Intervention + Printing More Currency Perhaps.

04/22/2026

Stay fraud-aware.

A few simple habits can protect you:
• Use a password manager
• Don’t answer calls or respond to texts from unknown numbers
• Enroll in credit monitoring
• Slow down before you act

If something feels off—a call, email, or text—pause. Verify it by contacting a trusted person or reaching out directly to a known contact at the company. Scammers rely on urgency. You don’t have to.

Swindlers have stepped up their game with artificial intelligence and deepfakes to steal older Americans’ money and personal information.

04/20/2026

Are you leaving $ on the table?

Financial planning tip: Understand your employer's match and vesting schedule, as leaving a job early may lead you to losing out on any employer contributions.

Learn how a 401(k) match works and other FAQs like contribution limits, what happens if you leave your job, and tips if you can't contribute enough to get the full employer match.

04/16/2026

Insurance Company “Recipe for Disaster”?

Private Credit Portfolio Income + Guaranteed Income Annuities = Botched Inflows + Big Outflows ??? Just asking the question.

Investor Tip: if your adviser sold you more than 5-10% in private credit/private equity AND/OR 20%+ in annuities … it might be time for a second opinion.

An industry praised for its resilience is now “significantly worse off” as it invests huge sums in private credit, A.M. Best said.

04/16/2026

For the win! Go Gen Z!

Twentysomethings are drinking less, exercising more—and changing the way they socialize with others

04/07/2026

Donor-Advised Funds (DAFs) are gaining serious traction!

# FinancialPlanning

Donor-advised funds are allowing those giving to charity to get ahead of tax-law changes.

03/30/2026

At what point does “keeping options open” quietly turn into unnecessary risk and complexity in your retirement plan?

About a quarter of Americans with retirement accounts maintain multiple accounts from their past or current jobs.