Happy Spring! In the latest edition of Omega’s newsletter, Lisa writes about “life diversification” and its importance to our lives, Kathy goes over diversified planning and some tax updates, Jared provides some investment insight around a VERY bullish Q1, and Andrew details the importance of the client portal mobile apps for both SEI and Schwab. Read the newsletter in full here: 2019 April OWM Newsletter
In our Quarter 1 Newsletter: Happy New Year from the entire Omega Team. It was a big year for us (see Team Updates for more) including the opportunity to bring a small, wonderful group of clients from another firm, Harmony Financial (in New York City) into our firm. We are excited to welcome these new clients to the Omega Family while also honoring those Omega clients who have helped us get to a very important milestone this year – 20 years in business Find the whole newsletter here!
Happy Fall! In the latest edition of Omega’s newsletter, Lisa talks in-depth about how “winter” can throw you (and your portfolio) off and how to approach it, Kathy goes over important tax planning updates, Jared provides some investment insight around recent market headlines, and Andrew details the importance of the eMoney vault in our communications with clients. Read the newsletter in full here: October OWM Newsletter
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!
