Will Value Investing Come Back?

Year-to-date, the Russell 3000 Growth Index is up 19.5% (through 9/13/17). The Russell 3000 Value Index is up 5.0% in the same period. In 2016, Value prevailed, outperforming Growth by over 11 percentage points. Keep in mind that, over the long term, the average annual performance divergence between Growth and Value is close to zero Read More »

Personal Cybersecurity Guide

Last month, I had the privilege to attend the JP Morgan Wealth Management Summit in New York City. At this information-filled conference, some of the world’s best and brightest portfolio managers and economists spoke on a wide range of asset classes and the global economy. Perhaps the most interesting presentation, however, came from JP Morgan’s Read More »

Amazon Enters the Grocery Business

You surely saw that Amazon (AMZN) announced its intention to purchase Whole Foods for (WFM) $13.7 billion. Since the deal announcement, Amazon’s market capitalization has increased more than this purchase price; it is making money already. The deal values Whole Foods at 11x EV/EBITDA, which is below Whole Foods historical median valuation. Whole Foods recently Read More »

Alpha Omega Opens New Shenandoah Office

The Alpha Omega Shenandoah Valley office is officially open. We looked for a space convenient to I-81 and centrally located to our Shenandoah Valley client base. After searching for several months, we found a space at Ingleside, inside the Staunton city limits and just south of Verona. You may already be familiar with this location. For Read More »