New financial index developed by Santa Barbara-based firm and UCLA Professor integrates financial and ESG factors to select US stocks that outperform the broad market while creating positive social change. (June 12, 2023) Santa Barbara, CA – Omega Financial Group…
Minor has developed new course on ESG & Corporate Political Strategy (September 2023) Santa Barbara, CA – Omega Financial Group, a leading Santa Barbara-based investment firm, is pleased to announce that its Chief Strategist and Chief Investment Officer, Dylan Minor,…
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…
Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “Y2K is a crisis without precedence in human history.” – Byte magazine editor Edmund DeJesus, 1998. Does anyone have friends or family that caught the Y2K bug?…
Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO Many clients have begun to ask me: isn’t the stock market overvalued? On one level, in a free market, everything is currently valued at what it should be.…
Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO A Riddle and Its Solution We have witnessed another strong quarter for equities, across much of the world. In times like these, it is natural to wonder why…
Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO Whereas US financial markets dominated much of the world this past year, international ones—both developed and emerging—have begun to prove more promising than the US. Indeed, while the…
Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “Final Projection: Hillary Clinton Will Win 323 Electoral Votes” Headline Princeton Election Consortium “Polls and Early Vote Show Hillary Poised for Victory” Headline US News “I…
Dylan B. Minor PhD, MS CFP®, ChFC, CLU Chief Strategist and CIO “Everyday Americans need a champion. I want to be that champion!” Hillary Clinton “Let’s make America great again!” Donald Trump Have you ever wondered where the symbols for…