J. Womack and Jana Holt, from our investment partner SEI Investments, join the latest edition of OWM Live to speak in-depth about SEI’s upcoming Environmental, Social, and Governance initiatives in investment options for clients. Watch the record version of the webinar above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
Andrew, Operations Manager from our team and Jim LaPiedra from Guided Pro Solutions go over some cybersecurity best practices, and working-from-home tips and tricks. Watch the recorded version of last week’s webinar above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In this special webinar-recorded edition of Bridging the Gap, Jared and Lisa provide a recap of the year 2020, as well as discussions around how performance has varied among different asset classes, and distinguishing the stock market vs. the economy. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In our recent tax webinar, hosted by our Lead Advisor and Director of Financial Planning Kathy Frakes, we explored end of year tax planning opportunities and changes that may occur under a Biden Administration. Watch the recorded version above! Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In the latest installment of our video series Bridging the Gap, Lisa and Jared discuss the tax planning work we do for clients at Omega, as well as potential tax law changes under a Biden administration. Check out the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In the latest installment of our video series Bridging the Gap, Lisa and Jared discuss whether inflation could be back on the rise, as well as a review of third quarter performance in the financial markets. Check out the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel. Important References/Links from the Video: COVID-19 Is Changing The Way We Spend Money, Affecting Inflation (NPR) – https://n.pr/3k2YOKg Inflation Is Already Here—For the Stuff You Actually Want to Buy (WSJ) – https://on.wsj.com/3jRQLzH How to Avoid Paying the Cruelest… Read More
Whether it’s the economic impact of COVID-19 or the aftermath of the 2020 elections- there’s a lot to be concerned about these days. Join Lisa as she walks through Omega’s process for helping clients work through important life and financial concerns, and how to think about significant changes to your life and investment portfolio including the decision to sell from your investments in response to uncertainty – watch the recorded webinar above! To access the tool itself, click here: 2020 Financial Triage Tool – Use it to work through your… Read More
Jared from our team recently shared a brief update on the markets and economy. The main focus of the presentation is a look back through history on the impacts of elections on the market. Watch the recorded version of the webinar above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In the latest installment of our series Bridging the Gap, Lisa and Jared discuss a few topics: Retail trading and the latest trades from SoftBank; the Stages of Grief and Anticipatory Grief, and Disney’s latest movie release moves with Mulan and how that will affect movie releases going forward. Check out the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel. Important References/Links from the Video: Softbank Shares Drop on Concerns About Massive Options Bet (WSJ) – https://on.wsj.com/30hWDdK
In the third and final installment of our new webinar series Processing and Navigating the COVID-19 Experience, Lisa goes in-depth on a Fear/Learning/Growth exercise from Andree Evans, the six stages of grief, and discusses what the post-pandemic “new normal” might look like. Watch the recorded version above. Part 1: https://www.omegawealthmanagement.com/owm-videos/owm-webinar-processing-and-navigating-the-covid-19-experience-part-1/ Part 2: https://www.omegawealthmanagement.com/owm-videos/owm-webinar-processing-and-navigating-the-covid-19-experience-part-2/ Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
