Omega Wealth Management

Clients

SEI’s Market Commentary: Stock Prices Slide as Market Volatility Returns

SEI’s Market Commentary: Stock Prices Slide as Market Volatility Returns post image

The extended period of market calm that investors have enjoyed in recent years has come to an end. While market declines can be disconcerting, they are normal; endlessly-rising markets are not. The volatility serves as a reminder of the value of focusing on achieving goals rather than on daily stock-price movements. Read more here.

Helping in A Time of Need

Helping in A Time of Need post image

As we are talking with people, we are finding that it can be hard sometimes to just sit around and watch the health and economic events unfold with no visible way to help.  While our government tries to pull together relief for those who most need it, the need for support grows.  We thought you might find it helpful it you knew of some places where you can donate and make a difference now.  We contacted our friends at ImpactAssets, the provider of the donor advised fund for many of… Read More

Video Q&A: Fixed Income – SEI’s Perspective

Video Q&A: Fixed Income – SEI’s Perspective post image

“The stock market is getting a lot of attention these days as the coronavirus and the oil price war batter share prices. In an environment of extreme volatility in the stock market, it’s easy to forget about the bond market. Globally there’s more than $100 trillion in the bond market, according to the Securities Industry and Financial Markets Association. To provide insight and perspective, Kevin Barr, Head of SEI’s Investment Management Unit, and Bill Lawrence, CFA®, CIO of Traditional Strategies, answer some frequently asked questions.” Watch the video here.

Video Q&A: Equity Markets – SEI’s Perspective

Video Q&A: Equity Markets – SEI’s Perspective post image

“Stock markets are showing a level of volatility that is extremely concerning to many investors. To provide insight and perspective, Kevin Barr, Head of SEI’s Investment Management Unit, and Steve Dolce, Portfolio Manager for SEI’s Small Cap Funds, answer some frequently asked questions.” Click here to watch the video.

Video Q&A: Fiscal First Aid? SEI’s Perspective

Video Q&A: Fiscal First Aid? SEI’s Perspective post image

“The U.S. Federal Reserve (Fed) has taken unprecedented steps in an effort to support the financial market. To provide insight and perspective on the Fed’s efforts, Kevin Barr, Head of SEI’s Investment Management Unit, and Jim Smigiel, CIO of Non-Traditional Investment Strategies and Head of SEI’s Asset Allocation team, answer some frequently asked questions.” Click here to watch the video.

Video Q&A: What’s Going On? SEI’s Perspective

Video Q&A: What’s Going On? SEI’s Perspective post image

“While events in the financial markets are happening almost too quickly for the news cycle to track as countries close borders, schools and workplaces, SEI remains operational. To provide insight into the current state of the financial markets and our perspective on them, Kevin Barr, Head of SEI’s Investment Management Unit, and Jim Smigiel, CIO of Non-Traditional Investment Strategies and Head of SEI’s Asset Allocation team, answer some frequently asked questions.” Click here to watch the video.