Omega Financial Group is committed to providing our clients with high quality care through sophisticated, holistic financial consulting and wealth management services. Dr. Minor has been a professor at Northwestern University (Kellogg), Harvard Business School, and is currently faculty at UCLA (Anderson).
His MBA students often ask him how to find excellent financial advice. Minor recommends at least three aspects to look for in your advisor. You will want to seek out an advisor that is part of a complementary team. On that team, you'll want to ensure at least one person holds a certified financial planning license, as this assures a base-level of financial planning skills.
His MBA students often ask him how to find excellent financial advice. Minor recommends at least three aspects to look for in your advisor. You will want to seek out an advisor that is part of a complementary team. On that team, you'll want to ensure at least one person holds a certified financial planning license, as this assures a base-level of financial planning skills.
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There are many ways to invest. There are many ways to obtain financial and investment services. Ours is not the only way; it is simply our way. Our approach is always client-driven. As such performance is measured not by whether your investment(s) "beat the market" or whether you're doing better than your neighbor.
Ronald Reagan "A nickel ain't worth a dime anymore." Yogi Berra We have had many clients ask about inflation recently, so this is a good time for a primer! Since the deepest valley of the pandemic, it seems like most everything is going up: some great things and some not so great things. In this article, I highlight five of the most important rising tides, in my view.
Socially responsible investing (SRI) is an increasingly important investment issue, gaining popularity among both institutional and individual investors. In the past, SRI research has almost exclusively focused on whether or not there is a financial "cost" in SRI. With rare exception, no material cost has been observed.
Most people think all financial planners are "certified, " but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks, which represent a high level of competency, ethics and professionalism.
Whether it's your retirement planning, tax situation, estate planning or assets at multiple places, it's fundamentally important that your advisor truly understand you, your goals and your situation. Many independent registered investment advisors (RIAs) are in a position to do that and pride themselves on strong personal interaction with their clients and dedication to their needs.
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