Blog Archives

Steven Wagner Discusses the Stock Market’s Rebound with The Wall Street Journal

On Tuesday, August 18, the S&P 500 closed at an all-time high, erasing February and March’s coronavirus-fueled plunge that ended […]

Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

Omnia Family Wealth is pleased to announce that it has been named among the top Registered Investment Advisors by Financial […]

Alon Ozer Discusses How to Build Stable Retirement Portfolios with U.S. News & World Report

The Federal Reserve signaling that interest rates will remain low for the foreseeable future has left many investors wondering if […]

Ivan Hernandez Discusses Strategic Estate Planning with Financial Advisor Magazine

While the goal of a good estate plan is to transfer the wealth and business of a family to heirs […]

Ivan Hernandez Discusses Ways to Simplify Estate Planning with The New York Times

When it comes to estate plans, many older adults find themselves struggling through mundane and complicated stacks of legal documents. […]

Alon Ozer Discusses the Importance of Clean Energy on Investorideas.com Podcast

As a multi-family office, Omnia Family Wealth is driven by the needs of the families we serve, and we currently […]

Competing for Liquidity: Financial Markets vs. the Treasury Department

The US equity markets are roaring higher, against most, if not all, analysts’ and economists’ projections. Yes, we agree that […]

Alon Ozer Discusses Liquid-Alternative Funds with Barron’s

Liquid-alternative funds, also known as liquid alts, are mutual funds or exchange-traded funds (ETFs) that mirror hedge fund investment strategies […]

We Just Can’t Let This Crisis Go to Waste: Clean Energy Must Be a National Priority

The current crises reminded us of our vulnerability as a human society and of the weak points in our economy. […]