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.
In the latest installment of our series Bridging the Gap, Lisa and Jared discuss a few topics: the Fed’s shift in monetary policy, Bill Ackman on “saving” capitalism and giving children a financial head start, and how millennials are bringing back the housing market. Check out the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel. Important References/Links from the Video: Feds Elevation of Employment Goal (Wall Street Journal) – https://on.wsj.com/2DSNUH5 Bill Ackman on Saving Capitalism (MarketWatch) – https://on.mktw.net/3bOdw4p New Jersey Baby Bond (New York… Read More
OWM teams up with our Donor-Advised Fund partner ImpactAssets to provide those interested in contributing to charitable assistance with some resources and insight. Watch a recording of the webinar from Tuesday, July 28th, above. Thanks to Alex Neckles for guest speaking! For more information on ImpactAssets, click here.
In the latest installment of our series Bridging the Gap, Lisa and Jared discuss 3 topics: what we might expect in the fall, the economic/health paradox we find ourselves in, and how Bobby Bonilla is one of the highest paid Mets players at 57 years-old. 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 Planning Considerations: Guidance for School Re-entry (American Academy of Pediatrics) – https://bit.ly/38I0HqF Conference-only schedule is college football’s best hope for 2020 (SportingNews) – https://bit.ly/2CliWWZ… Read More
In the latest installment of our series Bridging the Gap, Lisa and Jared discuss 3 topics: Doomscrolling, “What do you think if you sold at the bottom?”, and tighter lending standards and how you might be impacted. Check out the full video above. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel. Important References/Links from the Video: Doomscrolling: Why We Can’t Just Look Away (WSJ) – https://on.wsj.com/2NF3zLg Equity Rich But Cash Poor: What Can A Homeowner Do? (WaPo) – https://wapo.st/3ijc0tK
