Blog | Omnia Family Wealth

Consider the Source: Why Long-Term Investors Should Not Fear a Recession

In this episode of “Consider the Source,” Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth discusses a […]

Q2 2022 Ended. It’s Again Time for Us to NOT Share Our Quarterly Outlook

The first half of 2022 is behind us, and it is that time again when many investment firms release their […]

Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

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

Michael Wagner Comments on Short-term Treasury Market in Bloomberg

Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth, commented on the short-term treasury market in the wake […]

Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

As more and more wealth passes through to younger generations, it is important that advisors are able to relate to […]

Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money

While the freedom and relaxation of the retirement lifestyle are undoubtedly appealing, the transition to retirement isn’t always straightforward, and […]

Omnia Observations: Turbulent Times And Silver Linings

By Alon Ozer, Chief Investment Officer and Lawrence Muscant, Senior Advisor to the Firm With the S&P 500 index down […]

Michael Wagner Explains the Benefits of GRATs in Financial Planning

Recent market volatility has some investors looking toward GRATs, grantor-retained annuity trusts, as a tax-efficient opportunity to use volatility in […]

Harnessing Innovation to Prevent Tragedy: Gary Mendell on Shatterproof

In the latest episode of Consider the Source, we hear how a devastating personal tragedy sent a successful entrepreneur and devoted […]

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