Greetings from the road to Sun Valley, Idaho where Jim and I will be spending our second winter. I know that for many of you it seems crazy to go TOWARDS cold, snowy weather and yet, that’s just the point for this quarter’s newsletter. For my family, skiing and mountains are an important part of our lives. There is a lot of “noise” out there these days: a looming government shutdown, concerns about a possible recession, a contentious Presidential election, uncertainty about interest rates…should I go on? Read more here:2024… Read More
November 2023 Newsletter
It’s 2023 tax planning time at Omega and we are not only focused on what we may need/want to do before year-end…we are thinking bigger. At Omega, we are about “integrating your values, vision and wealth…for a life without regrets.” Often people assume that “legacy” is exclusively for the wealthy. The reality is that we ALL have the ability to create a legacy whether it is in terms of money or impact. The key in both cases is to be intentional, and that’s what this newsletter is focused on. Read… Read More
July 2023 Newsletter
As I write to you this warm DC summer, we are beginning a new era at Omega. In 2024, we will commemorate our 25th year in business – no small feat when we know that most small businesses do not make it past their first year or two. Most importantly, as you may have seen, Omega has added two partners: Jared Jones and Andrew Mehari. Read more here:2023 Q3 Newsletter FINAL
April 2023 Newsletter
Here we are, Spring of 2023, and in the last year, I have written about “uncertainty” 3 times. I don’t know about you but it’s getting a bit old! While the range of what is “uncertain” is changing, and if we are honest, is anything “certain”? It’s hard to keep waiting for the “second shoe” to drop. My goal with this quarter’s newsletter is to help YOU take control where you can take control, let go of what you can’t control and PLAN as best as you can when things… Read More
January 2023 Newsletter
Greetings from Sun Valley, Idaho! (Yes, not Utah as we have done in the last 2 winters.) Thanks to the pandemic and the capabilities of video conferencing as well as personally empty-nesting, Jim & I can finally live out our dream of working and living remotely in the mountains in the winter. I realize many of you would choose a warm weather place, and are, while we are a cold weather family. This quarter’s newsletter theme, “turning the page” can be taken in many ways… Read more here: 2023 Q1… Read More
October 2022 Newsletter
It’s Complicated… Hello and Happy Fall! As I write this letter from Family Weekend in Chicago for one of my twins, I just sat in a “model class” about economics and what the students learn from the professors here. The particular professor, Allen Sanderson, recently wrote an article about “Transitioning from the “I-word” to the “R-word”. Obviously, we are talking about moving from the talk and experience around higher inflation to a possible recession. In his mind, and now our investment partner SEI’s mind…it’s coming. What’s interesting is to think… Read More
July 2022 Newsletter
Happy Summer! This edition of Omega’s quarterly newsletter seeks to bring you hope at a time when you may be feeling unsettled about what lies ahead in terms of inflation, a possible recession, geopolitical uncertainty and volatile markets. It can feel like a slog at times. The good news is that this is not our first “rodeo” here at Omega. For those of you who have been with us going back into the early 2000’s, we have been through several of these periods together and… survived. For those of you… Read More
April 2022 Newsletter
Well, inflation has certainly arrived on many fronts! The big questions are: 1) How long will it last? 2) How bad will it get? 3) How will the Federal Reserve respond? 4) How will the financial markets respond? If we are honest, no one REALLY knows the answers to these questions…even the Fed. But what we can do is to try to help you make sense of what is happening, some of the factors involved, what to look for and how to hedge/protect yourself as best as possible. As you… Read More
January 2022 Newsletter
Check out our latest newsletter below, themed around “leading an intentional life amidst change & uncertainty”! Q1 2022 Newsletter FINAL
October 2021 Newsletter
Check out our latest newsletter below, themed around “Navigating a Changing Landscape”! 2021 Q4 Newsletter FINAL