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 and its Chief Strategist and CIO, Dylan B. Minor, have announced the Argos AlphaEsg Index™
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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, has been appointed as an Adjunct Professor of International and Public Affairs at ColumbiaUniversity. In
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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
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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? I certainly had some family members that did. They filled their cars with gasoline on
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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. However, that assumes a world where everyone is perfectly rational. I sometimes forget that I’m
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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 we have anything in our portfolio except equities. In this spirit, I wanted to use
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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 SP500 garnered a healthy return of over 5% through 4/21 (year-to-date), developed International markets, as
Read More...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 do not believe the Brexit will happen” Gideon Rachman, Financial Times “”I’m confident that as
Read More...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 the Democratic and Republican parties came from? According to Wikipedia.com, the Democratic donkey comes from
Read More...Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “I can never suppose this country so far lost to all ideas of self-importance as to be willing to grant America independence; if that could ever be adopted I shall despair of this country being ever preserved from a state of
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