Happy Summer! Please enjoy this quarter’s OWM Newsletter and read more about Lisa’s sabbatical, get market updates from Jared, learn about risk management from Kathy, and find out about some interesting FinTech from Andrew. Read the newsletter in full here: https://docdro.id/Wtr5ZaX
In our Quarter 2 Newsletter: President Lisa Kirchenbauer discusses her upcoming sabbatical, Associate Financial Advisor Kathy Frakes talks tax and gives advice on getting your recent Grad up-to-speed on managing their new paychecks, Associate Financial Advisor Jared jones gives an updated investment outlook, and Operations Analyst Andrew Mehari provides step-by-step instructions on eliminating some of your paper mail. Find the whole newsletter here, and follow Lisa Kirchenbauer on Twitter (@LKirchenbauer) for more updates throughout her sabbatical!
Check out our 1st quarter 2018 installment of the Omega newsletter as we take a look at the 2017 financial markets results and talk tax reform! Be sure to check out the highlights from our November event honoring clients who have been with us for 10 years or longer, and this quarter’s book recommendations. We hope you’ve had a great start to 2018 and we look forward to connecting with you even more this year! Read the full newsletter here!