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Market Update- February 2, 2023

Market Update- February 2, 2023

by Jack Oujo | Feb 2, 2023 | Market Update

We wanted to update you on recent developments that have taken place within the past month that impact your investments. (more…)

Q3 2022 Letter to Clients: October 4, 2022

Q3 2022 Letter to Clients: October 4, 2022

by Jack Oujo | Oct 4, 2022 | Market Update

October 4, 2022

Dear Valued Client:

 Enclosed are your reports for the period ending September 30, 2022.  This package will also contain spreadsheets (clients with over $750,000) and various information pieces.

(more…)

Market Update- February 2, 2023

Q2 2022 Letter to Clients: July 7th, 2022

by Jack Oujo | Jul 7, 2022 | Market Update

July 7, 2022

Dear Valued Client:

“2022 HALFTIME LETTER”

Enclosed are your reports for the period ending June 30, 2022.  This package will also contain spreadsheets (clients with over $500,000) and various information pieces.

(more…)

Market Update- February 2, 2023

Q1 2022 Letter to Clients: April 4th, 2022

by Jack Oujo | Apr 4, 2022 | Financial Planning

April 4, 2022

Dear Valued Client:

Enclosed are your reports for the period ending March 31, 2022.  This package will also contain spreadsheets (clients with over $750,000) and various information pieces.

(more…)

Market Update: February 24, 2022

Market Update: February 24, 2022

by Jack Oujo | Feb 24, 2022 | Market Update

Market Update 2/24/2022

(more…)

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Phone: (732) 556-4200

Fax: (732) 681-4479


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Phone: (732) 556-4200

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