News & Market Commentaries

“We don’t see things as they are, we see them as we are.” Anaïs Nin It was the most glorious meal I’ve ever tasted. It was bursting with flavors and colors and all smells wonderful. It was a very ordinary pizza (i.e., below average Google review) turned brilliant from my having just finished a backpacking

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. “The bad news is nothing lasts forever, The good news is nothing lasts forever.” American singer and songwriter J. Cole There has been some bad

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™

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

Omega Financial Group did something not many private wealth management groups tend to do on June 12, announcing the launch of its own financial index — Argos AlphaEsg Index. A Santa Barbara-based firm, Omega was founded in 2010 by Dylan Minor, who at the time was completing his Master’s at UC Berkeley. Minor, in addition

In an era of technological disruptions and evolving global dynamics, academia continues to play an indispensable role in guiding the financial and investment industries towards responsible, sustainable, and successful outcomes After recently dropping my daughter off at college, I was reminded how important our universities are. Not only do they provide our youngsters with a

Many generalized ideas about market “patterns”, are mythical when held to the light of data. Soon countless youngsters across the country will be celebrating Halloween. Although the prospect of seeing a scary costume is always present, so too is the fear of a receiving a “trick” over a “treat.” Similarly, October has long been touted

“All you need in this life is ignorance and confidence, and then success is sure.”” Mark Twain Many investment markets are now at a loss this year. And many are at a loss to explain why. The below chart plots the returns year-to-date through October 27th of the SP500 (orange line), International Stocks (white line), US

*Our firm’s AI Market Commentary dated as of 8/19/2023 has been updated with an important footnote because, without additional clarifying information, it can be interpreted as stating that we are using AI more extensively and more directly for investment selection than we intended to represent. Our AI Market Commentary previously stated that, “We are also

“If you’re not confused, you’re not paying attention.” Tom Peters (author of In Search of Excellence) The Good Have you heard about the recent “terrible” economic news?Unemployment is at its lowest level in over 50 years, as shown by the below graph: Meanwhile, there is still a 2% larger gap between jobs and workers than there was in