As I write to you this warm DC summer, we are beginning a new era at Omega. In 2024, we will commemorate our 25th year in business – no small feat when we know that most small businesses do not make it past their first year or two. Most importantly, as you may have seen, Omega has added two partners: Jared Jones and Andrew Mehari. Read more here:2023 Q3 Newsletter FINAL

Here we are, Spring of 2023, and in the last year, I have written about “uncertainty” 3 times. I don’t know about you but it’s getting a bit old! While the range of what is “uncertain” is changing, and if we are honest, is anything “certain”? It’s hard to keep waiting for the “second shoe” to drop. My goal with this quarter’s newsletter is to help YOU take control where you can take control, let go of what you can’t control and PLAN as best as you can when things… Read More

Greetings from Sun Valley, Idaho! (Yes, not Utah as we have done in the last 2 winters.)  Thanks to the pandemic and the capabilities of video conferencing as well as personally empty-nesting, Jim & I can finally live out our dream of working and living remotely in the mountains in the winter.  I realize many of you would choose a warm weather place, and are, while we are a cold weather family. This quarter’s newsletter theme, “turning the page” can be taken in many ways… Read more here: 2023 Q1… Read More

It’s Complicated… Hello and Happy Fall! As I write this letter from Family Weekend in Chicago for one of my twins, I just sat in a “model class” about economics and what the students learn from the professors here. The particular professor, Allen Sanderson, recently wrote an article about “Transitioning from the “I-word” to the “R-word”. Obviously, we are talking about moving from the talk and experience around higher inflation to a possible recession. In his mind, and now our investment partner SEI’s mind…it’s coming. What’s interesting is to think… Read More

Happy Summer! This edition of Omega’s quarterly newsletter seeks to bring you hope at a time when you may be feeling unsettled about what lies ahead in terms of inflation, a possible recession, geopolitical uncertainty and volatile markets. It can feel like a slog at times. The good news is that this is not our first “rodeo” here at Omega. For those of you who have been with us going back into the early 2000’s, we have been through several of these periods together and… survived. For those of you… Read More

Well, inflation has certainly arrived on many fronts! The big questions are: 1) How long will it last? 2) How bad will it get? 3) How will the Federal Reserve respond? 4) How will the financial markets respond? If we are honest, no one REALLY knows the answers to these questions…even the Fed. But what we can do is to try to help you make sense of what is happening, some of the factors involved, what to look for and how to hedge/protect yourself as best as possible. As you… Read More

Check out our latest newsletter below, themed around “leading an intentional life amidst change & uncertainty”! Q1 2022 Newsletter FINAL

Check out our latest newsletter below, themed around “Navigating a Changing Landscape”! 2021 Q4 Newsletter FINAL

Check out our latest newsletter below, themed around “preparing for the unexpected, even though its inevitable”! 2021 Q3 Newsletter FINAL

The first quarter of 2021 came and went in what felt like a blink of an eye. Spring is here, and with the changing season, there is an air of optimism and a shift on many fronts that we hope to highlight in our quarterly newsletter. With the long dark days of winter and the pandemic behind us, we can now turn our focus towards what changes we will see in our country as a result. In her opening remarks, Lisa Kirchenbauer, overviews some of the potential changes from both… Read More