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!