September 25, 2026
The first thing people often say when I tell them I have returned from my 5(+) day meditation retreat is… “I couldn’t do that”, “I can’t clear my mind”, “Go without my phone/technology for 5 days…impossible!” Well, I’m here to say: It’s possible The point isn’t to completely clear your mind And I bet you...
August 20, 2026
There’s a strange kind of loyalty that builds up around a stock you’ve held for years. It’s rarely about the ticker anymore. It’s about what the position represents, a job you were proud of, a bet you made when nobody else believed in it, a decision from an earlier chapter of your life that turned...
August 20, 2026
Section 530A "Trump" Accounts launched July 4th as part of the 2025 One Big Beautiful Bill Act (OBBBA). These new tax-advantaged accounts are designed to jump-start retirement savings for children, and like most new legislation, come with a unique set of rules. Here's what parents, grandparents, and other loved ones need to know. What is...
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
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...
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...
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,...
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