10/16/2023 Interim Update – from desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation

by Oujo Team | Oct 16, 2023 | Market Update

From the Desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation

Interim Update

We just wanted to provide you with an update since last week’s attack on Israel by Hamas has
escalated into military conflict. You may be wondering how has the stock market reacted since? As of
this writing, the S&P 500 has actually increased about 1.5%. Your next question is probably “how
could this be?”

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8/8/2023 Market Update- from the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)

by Oujo Team | Aug 8, 2023 | Market Update

From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)

Market Update
August 8, 2023

I wanted to reach out and provide everyone a quick update on where markets are and where
we see things. Feel free to contact Jason Gordon or myself with any questions.

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Q4 2022 Letter to Clients: January 10th, 2023

by Oujo Team | Jan 10, 2023 | Market Update

January 10, 2023

Dear Valued Client:

Enclosed are your reports and spreadsheets for the period ending December 31, 2022.  This package also includes a 2023 outlook from American Funds, information on Medicare, a piece on the Municipal bond market, and “From the Desk Of” pieces by Marianne Brown CPA, Anthony Sandomierski CPA,CFP®, and Jason Gordon CPA,CFP® on tax changes that you may be able to benefit from. (more…)