3rd Quarter 2019: On the Wisdom and Folly of Crowds

2019 - Omega Financial Group

2nd Quarter 2019: Trade Wars Redux: A Short History and a Look to the Future

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO “Protectionism does not produce wealth, and free trade and economic openness are ultimately in everyone’s interest” Thomas Piketty, Capital in the Twenty-First Century “[the capitalist class] has resolved personal worth into exchange value, and in place of the numberless indefeasible chartered freedoms, has

Read More...

Dylan Minor awarded Moskowitz Prize for his outstanding research in sustainable and responsible investing

The Omega Team would like to express our congratulations to Dylan for being awarded the Moskowitz Prize for his outstanding research in sustainable and responsible investing. About the PrizeThe Moskowitz Prize is a global award that recognizes outstanding research on responsible investment and the financial implications of responsible business practices in capital markets. The Moskowitz Prize is in

Read More...

4th Quarter 2018: What just happened?

“Take courage, my heart: you have been through worse than this.” Homer, Odyssey 20:18 What just happened this past quarter of 2018?  During the last quarter of 2018 many stock markets succumbed to the dreaded bear market, falling in value from their previous peak by at least 20%. Large US stocks experienced a roughly 19.5%

Read More...