It’s all Greek to Me! – Q2 2015

The Omega Financial Group - 3/4 - Omega Financial Group

Butterfly Wings, Long Winters, and your Portfolio. – Q1 2014

“Spring drew on…and a greenness grew over those brown beds, which, freshening daily, suggested the thought that Hope traversed them at night, and left each morning brighter traces of her steps.” ― Charlotte Brontë, Jane Eyre By Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA Brontë’s words especially ring true this year, as we thaw out


Sequencing Risk

By:  Dylan B. Minor, PhD, MS, CFP®, ChFC, CLU, CIMA® Chief Investment Officer  There are many risks we must face as investors.  The subject of this short article is the investing risk we dub sequencing risk.  Sequencing risk has to do with the (bad) risk of needing to pull money out of a portfolio during