The Power of Regret Greetings & Happy Fall! Recently, I had the opportunity to hear Daniel Pink speak about his latest book, The Power of Regret. Over the years, as we went through the initial life planning work with prospective or new clients, we would arrive at the Kinder 3rd question: If you found out you had 24 hours to live, what would you regret having not done, been or had in your life? (And sometimes we would rework it to what did you think you had more time to… Read More

Reflecting on the Past, Looking to the Future… As I write this letter to you, there is a lot going on across many fronts- the US elections (big changes there since I first started writing this letter!), the US & Global Economies, continued Geopolitical Strife. Given all the uncertainty, sometimes it’s helpful to take a look back at the progress that you/we have made and then focus on where we want to be going. And with that look back, we owe you some gratitude. As Omega celebrates its 25th anniversary… Read More

Preparing For… (What’s Ahead) As we contemplated the theme for this quarter, it became clear that there is a lot to both contemplate AND also potentially to be preparing for… The Election Interest Rate Cuts (at some point?!) A Possible Recession Market Volatility Higher Inflation for Longer Possible Changes in Tax Rates (Income and Estate) in 2026 Escalated Geo-Political Unrest Even a change in our custodian’s client facing software:  Access My Portfolio Sometimes it can be overwhelming and hard to know what to do or Read more here:2024 Q2 Newsletter… Read More

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

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

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

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

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

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

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