by Jack Oujo | Oct 5, 2021 | Financial Planning
October 5, 2021
Dear Valued Client:
Market Recap and Outlook
The S&P500 reached new highs in the third quarter based on a resilient economic recovery, strong corporate earnings, and historic support from the Federal Reserve. Client portfolios are performing at various low double-digit percentage gains on a year-to-date basis depending on risk tolerance levels.
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by Jack Oujo | Sep 15, 2021 | Financial Planning
We are heading towards the end of the summer and I wanted to update you on a few things:
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by Jack Oujo | Oct 28, 2020 | Uncategorized
Let’s face it, we’ve all been worried about money at some point in our lives. Whether it be making ends meet or managing extensive AUM, money can be a source of major stress and anxiety for individuals. Furthermore, a survey by Northwestern Mutual found that money was the leading cause of stress for 44% of Americans.
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