Omega Wealth Management

10/09/2026

Financial advice can have an impact far beyond a portfolio.

At Future Proof Festival, Omega's Jared Jones, CFP®, CIMA®, CeFT®, RLP® joined the conversation around “The Advisor Effect: How Pro Bono Planning Changes Lives,” sharing how advisors can use their expertise to expand access to financial guidance and support people who may not otherwise receive it.

We're proud to see Jared representing Omega and contributing to an important industry conversation about the broader impact advisors can make.

Watch the conversation:

Most advisors entered this profession to help people. This session ...

10/08/2026

Most people think about taxes in March and April, when returns are due.

But the decisions that shape your outcome, including harvesting losses, realizing gains, timing income from a business or equity compensation, and structuring charitable gifts all have deadlines tied to the end of the year.

For families with concentrated stock, business interests, or multiple income sources, waiting until filing season can mean missing out on significant opportunities.

Talk with your advisor now, while decisions can still make a difference this year.

10/07/2026

Charitable giving often gets reduced to deciding how much to give, but the way you give deserves just as much attention, especially when appreciated assets are part of the picture.

Stock or other assets that have grown significantly in value can play a meaningful role in a giving strategy. Donating the asset directly, rather than selling it first and giving away the proceeds, can support the causes you care about while helping manage the tax impact of the gain.

10/06/2026

The Fed and the Treasury are pulling interest rates in different directions.

On September 16, the Warsh-led Federal Reserve raised short-term rates by 0.25% to bring inflation closer to its 2% target. Meanwhile, Treasury Secretary Scott Bessent has pushed to buy back Treasury securities in an effort to lower long-term rates.

The bond market has its own challenges, including the deficit and long-term inflation. Expect the debate to continue into 2027.

For investors, the right move depends on your situation. Cash yields, existing debt, bond maturities, and how long you plan to hold a position all play a role. A long-term strategy gives you steadier footing than any prediction about what the Fed or Treasury does next.

Read our take on what this means for consumers and investors: https://omegawealthmanagement.com/warsh-vs-bessent-whats-the-bond-market-to-do/

10/05/2026

Building wealth and feeling comfortable spending it can be two very different challenges.

In a recent Kiplinger article, Lisa A.K. Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®, shares why the shift from saving to spending can be especially difficult in retirement. After decades of watching assets grow, drawing them down can feel uncomfortable, even when the financial plan says you can afford it.

Retirement planning can help bridge that gap by accounting for longevity, market uncertainty and aging while helping people feel more confident using their wealth to support the life they've worked toward.

Read the full article: https://www.kiplinger.com/retirement/happy-retirement/the-hardest-habit-for-millionaires-to-break-in-retirement

10/05/2026

AI is evolving so quickly that keeping up with it, let alone making sense of the conversation around it, is a struggle.

On October 13, we'll host 𝘍𝘳𝘰𝘮 𝘚𝘪𝘮𝘱𝘭𝘦 𝘊𝘩𝘢𝘵𝘣𝘰𝘵𝘴 𝘵𝘰 𝘚𝘦𝘭𝘧-𝘐𝘮𝘱𝘳𝘰𝘷𝘪𝘯𝘨 𝘈𝘨𝘦𝘯𝘵𝘴: 𝘜𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘖𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘙𝘪𝘴𝘬𝘴 𝘰𝘧 𝘔𝘰𝘥𝘦𝘳𝘯 𝘈𝘐.

This live conversation with John Kirchenbauer, Distinguished Postdoctoral Fellow at the Vector Institute, will offer an insider's perspective in plain language. We'll cover:

→ How AI has evolved from chatbots to increasingly capable agents
→ What today's AI can and cannot do
→ Where the most promising opportunities may lie
→ The limitations and risks researchers are paying attention to
→ What the next stage of development could look like

Join us on Tuesday, October 13 at 5:30 PM ET and bring your questions.

Register here: https://us02web.zoom.us/webinar/register/3017911627950/WN_vTtt1_SsT_eDvIebBmUR8w #/registration

10/01/2026

The window for year-end planning is open.
Retirement contributions, charitable gifts, and certain tax strategies carry deadlines tied to December 31. Wait too long and some of those opportunities close for the year.
For families managing complex wealth, the window also includes concentrated stock positions, private business interests, real estate, and multi-generational decisions, all of which take time to plan around properly. Coordinating with your CPA, attorney, and other advisors before December gives everyone time to make thoughtful decisions.
Now is the time to review your full picture:
→ Investments and concentrated positions
→ Tax strategies
→ Charitable giving
→ Family and legacy goals
Reach out if you want to talk through what's still on the table for your family this year: https://omegawealthmanagement.com/contact-us/

09/30/2026

Shifting markets, nonstop news cycles, and frantic headlines have a way of putting even seasoned investors on edge.

It's important not to get caught up in temporary swings, fleeting trends, or stories. Successful financial planning requires a calm, disciplined long-term perspective.

That measured, intentional approach reflects Omega's philosophy: Financial confidence comes from thoughtful planning and intentional decisions, not reacting to short-term headlines.

09/29/2026

As we creep up on October and the fourth quarter, now is a good time to reflect on potential planning opportunities.

Before the holiday rush hits, take some time to review:

• Tax strategies
• Charitable giving
• Retirement contributions
• Estate planning
• Career, family, health, or life changes
• Upcoming financial decisions

By doing this now, you may be able to make meaningful adjustments before end-of-year. At the very least, you'll go into January with a clear, current view of your financial picture.

09/28/2026

Often, when we think of financial success, it's in terms of what we could buy, the debt we can pay off, or when we'll retire. It's understandable - those are at the forefront of everyone's mind.

But take a moment to expand your thinking and ask, "What could financial success make possible?"

Think beyond investment returns, trips, and home improvement. Think big and bold. How could wealth:
• Help aging parents
• Support the next generation
• Create memorable family experiences
• Enable generosity and giving
• Provide long-term purpose

A successful financial plan accounts for needs like expenses and retirement, but it can also be a way to bring your other dreams to life. As you consider your financial plan, think about the challenges it can help solve, along with what else it could make possible.