In the latest installment of our new video series, titled Bridging the Gap, Jared and Lisa discuss the art of resilience, shifting away from the consumer economy, and the future of office fashion. Watch the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel. Important References/Links from the Video: Dodgers vs. Astros (WSJ) – https://on.wsj.com/3dRYDxU Resilience (WSJ) – https://on.wsj.com/2y2MaIa Post-Coronavirus Office Fashion (Forbes) – https://bit.ly/3bCpdcw
In our newest video series, titled Bridging the Gap, Jared and Lisa discuss the first modern pandemic in Coronavirus, what a market rebound might look like, and transitioning post-pandemic. Watch the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel. Important References/Links from the Video: The First Modern Pandemic (Notes from Bill Gates) – https://gatesnot.es/2WaTJpv Will There Be A Fall Semester for College Students (WSJ) – https://on.wsj.com/35IqOfu Are Investors Too Bullish About the Future (Barron’s) – https://bit.ly/2YKweFE Charts:
Our webinar with Jeannette Chapman, Director of the Stephen S. Fuller Institute, from last week is now available for viewing! Jeannette shared some great information on where the Washington region economy was trending prior to COVID-19, and some of the impacts the pandemic has had thus far. The audio on the recording does cut out from the 28:35 mark to the 33:30 mark, so please fast forward through that portion. We apologize for the inconvenience. Learn more about the Stephen S. Fuller Institute here: https://sfullerinstitute.gmu.edu/
In these challenging times, OWM is looking for new ways to get in front of clients. On Wednesday, March 25th, the firm held a webinar to update our clients on where things currently stood in the markets – we also discussed the active measures we’re taking, and some tips for our clients on what the can be doing during this unprecedented market drop. Watch the recorded version below:
Lisa and Jared sit down to provide a breakdown of how we approach investments for our clients; learn more about Omega Wealth Management’s goals-based philosophy of investing by watching our latest vlog!
WELCOME TO OUR NEW WEBSITE! In celebration of our new website launch, Director of Investments and Associate Financial Advisor Jared Jones takes us through a detailed breakdown of what happened in the financial markets last year, and provides some forward-looking insight and what’s to come in 2020. Watch below and thank you for all your support!
In episode 2 of our Finance and Investing 101 vlog series, Jared and Lisa discuss judging the performance of your portfolio, and why balanced portfolios are important! Click ‘Play’ above to watch the video.
In the latest installment of our vlog series, OWM Book Discussion, Lisa and Jared talk about Designing Your Life by Bill Burnett and Dave Evans. They discuss the importance of having a thinking partner, restructuring your week around things that give you energy, and truly owning your life and designing it yourself. Watch the video below!
In the latest installment of our vlog series What OWM Does, Lisa and Kathy get into the EVOKE process we take new clients through, what each step of the process is like, and how the process (and other tools) brings us closer to our clients. Watch the video below!
In our latest vlog series, What OWM Does , Lisa and Jared provide a general overview of our new service offering for young professionals and children of exisitng clients: SmartStart. Watch the video below!