July 15, 2026
Do you own SpaceX? Maybe. If your investments include certain mutual funds, ETFs, or direct indexing strategies, you may already have indirect exposure to SpaceX—even though the company isn't publicly traded. Here's how to find out. If you own a broadly diversified ETF, index fund, or separately managed account, you may already have indirect exposure...
July 15, 2026
As the investing world whirled into a frenzy over the SpaceX IPO, and we also heard that investors will now be able to bet on the direction of financial markets (not just by traditional investing), I was left feeling like I had seen this movie before. Mark Twain has been quoted as saying: “History doesn’t...
July 15, 2026
A Family Values Statement is a written document that captures the principles, purpose, and beliefs a family wants to pass from one generation to the next. While legal documents transfer wealth, a Family Values Statement helps preserve the values behind that wealth, creating a framework for future decision-making and family stewardship. Increasingly, we have been...
July 15, 2026
The June Consumer Price Index fell by 0.4% to annualized 3.5% rate- better than expected. The Federal Reserve’s preferred index, Personal Consumption Expenditures will be out at the end of July for June, has been showing a different picture but nothing that indicates the need for a drastic Federal move. Energy prices remain the biggest...
June 22, 2026
"When money changes, life changes. And when life changes, money changes." Susan Bradley, founder of the Sudden Money Institute, built a career around that truth. It sounds obvious until you're sitting across from someone who just closed a deal they spent a decade building, and they can't quite explain why they feel more unsettled than...
March 18, 2026
Across the investment community, two influential essays have sparked debate by offering opposite visions of what rapid AI progress could mean for the global economy by 2028. Both assume AI improves extremely quickly—but they diverge on whether this creates an economic boom or a destabilizing crisis. 1. The Optimistic View: “The 2028 Global Intelligence Boom”...
January 28, 2026
At Omega, we spend a lot of time talking about wealth (obviously). But not all wealth is financial. Lately, as the year begins, I’ve been thinking about another kind that might matter just as much: time and memory wealth. John Steinbeck captured something deeply true about this in East of Eden: “Time interval is a...
December 15, 2025
Looking back on 2025, it is clear that everyone saw something different. When nothing lines up neatly, our brains assume something bad must be lurking beneath the surface. And even though your year-end statements may look strong, it is completely normal to feel a little anxious that the clock could strike midnight and everything turns...
December 2, 2025
Most of the gifts I got as a kid? I couldn’t tell you what they were. I’m sure I said thank you. I’m sure they were given with love. But most of them faded. Except one. When I was twelve, I asked for a drum set. I imagined myself learning how to play, and playing...
November 14, 2025
Everyone warns against bringing up politics at Thanksgiving... ...as if the real tension comes from a stray comment about what someone saw on cable news or social media. In most families, that’s not what really gets people riled up, though it might get things started. The real politics are closer to home: who hosts, who...
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