The Omega Financial Group – Omega Financial Group

Dylan Minor awarded Moskowitz Prize for his outstanding research in sustainable and responsible investing

The Omega Team would like to express our congratulations to Dylan for being awarded the Moskowitz Prize for his outstanding research in sustainable and responsible investing. About the PrizeThe Moskowitz Prize is a global award that recognizes outstanding research on responsible investment and the financial implications of responsible business practices in capital markets. The Moskowitz Prize is in

22 July

2017 Year in Review: The Year that Wasn’t Supposed to Happen – Five Big Surprises

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “Y2K is a crisis without precedence in human history.” – Byte magazine editor Edmund DeJesus, 1998. Does anyone have friends or family that caught the Y2K bug? I certainly had some family members that did. They filled their cars with gasoline on

17 April

3rd Quarter 2017: How High Can It Go? How Low Can It Go?

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO Many clients have begun to ask me: isn’t the stock market overvalued? On one level, in a free market, everything is currently valued at what it should be. However, that assumes a world where everyone is perfectly rational. I sometimes forget that I’m

8 December

2nd Quarter 2017: The Efficacy of Managed Futures

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO A Riddle and Its Solution We have witnessed another strong quarter for equities, across much of the world. In times like these, it is natural to wonder why we have anything in our portfolio except equities. In this spirit, I wanted to use

25 July

1st Quarter 2017: A Turning of the Ship

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO Whereas US financial markets dominated much of the world this past year, international ones—both developed and emerging—have begun to prove more promising than the US. Indeed, while the SP500 garnered a healthy return of over 5% through 4/21 (year-to-date), developed International markets, as

3 May

2016 Year in Review: What happened? – Q4 2016

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “Final Projection: Hillary Clinton Will Win 323 Electoral Votes” Headline Princeton Election Consortium “Polls and Early Vote Show Hillary Poised for Victory” Headline US News “I do not believe the Brexit will happen” Gideon Rachman, Financial Times “”I’m confident that as

3 May

A Most Curious Land of Donkeys and Elephants – Q3 2016

Dylan B. Minor PhD, MS CFP®, ChFC, CLU Chief Strategist and CIO “Everyday Americans need a champion. I want to be that champion!” Hillary Clinton “Let’s make America great again!” Donald Trump Have you ever wondered where the symbols for the Democratic and Republican parties came from? According to Wikipedia.com, the Democratic donkey comes from

19 October

BREXIT et al. – Q2 2016

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “I can never suppose this country so far lost to all ideas of self-importance as to be willing to grant America independence; if that could ever be adopted I shall despair of this country being ever preserved from a state of

27 July

Asteroids and Other Real Worries – Q1 2016

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, CIMA Chief Strategist and Chief Investment Officer Apparently, there is a greater chance that a massive asteroid will collide into earth in the year 2032 than we will win the lottery, according to NASA. The asteroid’s impact would create an explosion greater than 50 times that of

26 April

2015 Year End Commentary

Dylan B. Minor PhD, CFP®, ChFC, CLU, CIMA® Chief Strategist and CIO With the exciting beginning of the New Year (see my special commentary here), it is easy to forget about of all of the excitement that we had in 2015. In this spirit, I want to provide you with a recap of a

26 January