“Spring drew on…and a greenness grew over those brown beds, which, freshening daily, suggested the thought that Hope traversed them at night, and left each morning brighter traces of her steps.” ― Charlotte Brontë, Jane Eyre By Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA Brontë’s words especially ring true this year, as we thaw out
Read More...By: Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, CIMA® This past month I had a take-your-daughter-to-work day with my daughter Julia at the Omega Financial Group office. Her first question, even before my first cup of coffee, was: “Daddy, what do you do here?” The best I could muster on the spot was: we
Read More...By: Dylan B. Minor, PhD, MS, CFP®, ChFC, CLU, CIMA® Chief Investment Officer There are many risks we must face as investors. The subject of this short article is the investing risk we dub sequencing risk. Sequencing risk has to do with the (bad) risk of needing to pull money out of a portfolio during
Read More...“Put all your eggs in the one basket and—WATCH THAT BASKET.” Mark Twain Though Mark Twain’s allocation brilliance did not match his literary brilliance, he did get right the importance of watching one’s investments. The two chief reasons to watch that basket is to evaluate the effectiveness of one’s investments and to assure one is
Read More...By Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA Currently, the two primary concerns of most all investors are rising interest rates and the specter of inflation. Before considering the state of the world on these dimensions, it is important to step back and review the basics of bonds—bonds 101, if you will. Essentially,
Read More...By: Dylan B. Minor PhD, MS,CFP®, ChFC, CLU, CIMA® Doctorate in Business Economics Chief Investment Officer “No real estate is permanently valuable but the grave” Mark Twain “The first man who, having enclosed a piece of ground, bethought himself of saying This is Mine, and found people simple enough to believe him, was the real
Read More...Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA I just returned from China by means of a delegation consisting of myself and a few other faculty from the Kellogg School of Management. It proved a fascinating and illuminating trip. Much is heard, but little is actually seen in China. This visit finally provided me the latter
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