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”...
November 14, 2025
As we head into the final stretch of the year, most people (and most financial professionals) turn their focus toward “year-end action.” That work is important, but at Omega, we’ve learned that the most impactful planning doesn’t just look at December. It looks around corners. If you want a successful, clear, and financially confident 2026,...
September 22, 2025
When Wealth Isn’t Spendable: The Hidden Challenge of Illiquidity Imagine a family that looks wealthy on paper. The kind of numbers that should make life feel light. But when they sit down to talk, their stress tells another story. Because while they technically have a lot of money, they can’t use all of it. This...
September 15, 2025
Often when we talk with clients about living a life without regrets, the first thing we will hear is “I’m blessed, I can’t/shouldn’t have any regrets.” As we dive deeper into our life planning work, we often find that there IS a regret...somewhere. Sometimes it’s a missed opportunity or a lost relationship. Sometimes it’s seemingly...
July 16, 2025
On July 4th, the latest tax bill, officially titled the One Big Beautiful Bill Act, was signed into law. There is a lot to dig into and there are certainly criticisms abound, but how big and how beautiful is it really for your bottom line? Here’s what’s most relevant right now for our clients' financial...
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