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North Star Advisory Group, LLC

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Beachwood, OH
North Star Advisory Group, LLC

North Star Advisory Group, LLC There’s something more powerful than luck or coincidence to help bring financial independence within reach – planning.

Just as we have for more than a decade, the investment advisor representatives at North Star focus on assisting individuals, families and small businesses. As professionals dedicated to continuing education and a high standard of ethics, we leave nothing to chance. We coordinate with other trusted professionals to ensure seamless management of your assets with services that range from portfolio ma

nagement, insurance, tax, estate, retirement planning and beyond. The result is a unique plan that has the underpinnings of knowledge required to carry it forward, a plan that is thoroughly researched and vetted, yet flexible and responsive to life’s many transitions.

10/03/2025

NSAG Timely Topics for October 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. October's addition of Timely Topics covers different approaches to asset allocation, fed rate cuts, money market balances, and recent trends in consumer debt and delinquencies.

+ Managing Stock and Bond Allocations
+ Approach Example
+ Buy bonds before rate cuts?
+ Fed cuts and money market balances
+ Consumer delinquencies
+ Where will the stock market go next?

Click to read more: https://timelytopics.com/202510/index.html

09/04/2025

NSAG Timely Topics for September 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. September's addition of Timely Topics covers credit scores, IPO market trends, and July's job report under the Trump administration, highlighting factors driving changes in capital flows. NSAG also announces a partnership between BGSU’s Schmidthorst College of Business and Charles Schwab.

+ Credit scores
+ July's jobs report
+ Update on global markets
+ IPO Revival
+ NSAG News
+ Where will the stock market go next?

Click to read more: https://timelytopics.com/202509/index.html

08/08/2025

NSAG Timely Topics for August 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. This month, we examine the major changes coming from the passing of the “One Big Beautiful Bill” regarding taxes, federal student loan financing, and defense spending. Additionally, we provided an example of an asset location strategy for clients as a refresher.

+ Tax policy
+ Federal student loan financing
+ New defense budget
+ Asset location
+ NSAG News
+ Where will the stock market go next?

Click to read more: https://timelytopics.com/202508/index.html

07/02/2025

NSAG's Timely Topics for July 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. July's edition of Timely Topics examines the latest trends observed in U.S. employment and consumer trends, the differences in defense spending trends between Europe and the U.S., and the potential impact another middle eastern conflict may have on the oil markets.

Freedom isn't free
+ Oil Markets and the Middle East
+ Hard economic data
+ Employment
+ Consumer spending
+ Where will the stock market go next?

Click to read more: https://timelytopics.com/202507/index.html

06/06/2025

NSAG's Timely Topics for June 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. June's edition of Timely Topics examines the latest trends observed in various economic data series, highlighting the key distinctions between different types of data. We also discuss the recent downgrade of U.S. sovereign debt by Moody’s and an investment in gold.

Consumer sentiment
+ Failed big, beautiful treasury auction
+ Moody’s plays catch up
+ Gold Rush Update
+ NSAG News
+ Where will the stock market go next?

Click to read more: https://timelytopics.com/202506/index.htm

05/02/2025

NSAG's Timely Topics for May 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. In May's Timely Topics, we’re unpacking Liberation Day’s impact on the stock markets, bond yields, deficits and the supply chain. As a reminder, we announced Monarch in April’s Timely Topics our new free premium app designed to combat inflation and we encourage clients review the benefits as we continue to roll out the new program.

+ Unpacking Liberation Day
+ Yield pressures
+ Deficits: fiscal versus trade
+ Tariff supply chain impact
+ 529 Month
+ Where will the stock market go next?

Click to read more.

04/02/2025

NSAG's Timely Topics for April 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. In April's Timely Topics, we’re highlighting a new free premium app designed to combat inflation and providing an in-depth analysis of various markets amidst recent volatility.

+ Cut costs and combat inflation: NSAG brings you Monarch Money for free!
+ A return to normal
+ Where’s the bottom?
+ FOMC Recap
+ Investing at the peak of the tech bubble
+ Where will the stock market go next

Click to read more: https://timelytopics.com/202504/index.html

03/05/2025

NSAG's Timely Topics for March 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. We are focusing March’s Timely Topics on American Exceptionalism, gold, and the current meme coin craze.

+ American Exceptionalism
+ Gold rush
+ Chasing rainbows
+ Peace talks in Riyadh
+ The use of tax credits to fund private school
+ Where will the stock market go next

Click to read more: https://timelytopics.com/202503/index.html

02/06/2025

NSAG's Timely Topics for February 2025

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. We are focusing February’s Timely Topics on developments within the AI theme, tariffs, and two fun topics, one including the College Football National Championship game.

+ College football national championship
+ Tariffs or casino chips
+ Project Stargate
+ DeepSeek or DeepFake?
+ Love/hate relationship
+ Where will the stock market go next

Click to read more: https://timelytopics.com/202502/index.html

01/09/2025

NSAG's Timely Topics for January 2025
Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. We are focusing January’s Timely Topics on a quick recap of 2024 and a look forward into 2025.

+ 2024 Recap
+ S&P 500 Targets
+ Planning Changes in 2025
+ New Year’s Resolution
+ NSAG News
+ Where will the stock market go next

Click here to read more: https://timelytopics.com/202501/index.html

11/26/2024

NSAG's Timely Topics for December 2024

Each month we ask clients to spend a few minutes reading through our newsletter with the goal of raising their investor IQ. We are focusing December’s Timely Topics on the proposed Trump administration and what it may mean for the economy and client’s portfolios.

+ A Unified Government Structure
+ Tariffs
+ Regulations and D.O.G.E
+ Taxes
+ Immigration and Deportation
+ Where will the stock market go next

Click here to read more: https://timelytopics.com/202412/index.html

11/04/2024

North Star Expands
Erik Keister channeled his inner child and acted like the Kool-Aid man as he literally broke through the wall into our new office space (directly adjacent to our existing office). Click below to watch a composite video of Erik’s contribution to our construction. It is worth a chuckle.

Click here to watch: https://timelytopics.com/wp-content/uploads/2024/TimelyTopics/TT202411_North_Star_Expansion_Video.mp4

The expansion has more meaning than many know. In 2013, Mark started North Star in a small office down the hall from our current space. In 2018, NSAG outgrew the original office and moved one suite over into our current bigger office. In 2024, Keister’s breaking though the wall literally rejoins our new and old offices. While it was always part of Mark’s plan to expand back into NSAG’s original space, it is a surreal experience to have that moment come true six years later.

If you couldn’t tell… long-term planning has always been part of our DNA.

The additional space will allow NSAG to add staff as needed to maintain high levels of client service and satisfaction. We are also adding and enhancing technology resources to support our collaborative in-office working environment.

Address

2000 Auburn Dr, Ste 415
Beachwood, OH
44122

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

(216) 202-0202

Website

http://timelytopics.com/

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