Highlights of Schwab Impact Conference

What do a world leader, top investment strategists, award winning authors, philanthropists, techno geeks and the sports world have in common? The Schwab Impact ® 2017 Conference. Craig and I just returned from the four day conference that was packed full of excellent speakers and educational sessions. In this write up, let me simply highlight Read More »

Recent AO News

Shenandoah Office Ribbon-Cutting: On Thursday, November 9th, we gathered at our office in Staunton, VA, for the official ribbon-cutting. Alpha Omega Wealth Management now has two fully staffed offices, one in Richmond and this one in the Shenandoah Valley. The Greater Augusta Regional Chamber of Commerce and the Harrisonburg-Rockingham Chamber of Commerce both joined in Read More »

Rational Optimism

“Optimism is a huge asset.” Reading these simple words recently makes us realize how important and helpful it is to maintain a positive attitude, and, from a non-traditional perspective, to think of optimism as being an asset in life. Melinda Gates, in the 2017 Annual Letter from the Bill and Melinda Gates Foundation titled, Dear Read More »

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 »