Blog

By: Gary R. Oman, CPA, PFS, MST

In the words of the great Jimi Hendrix, “When the power of love overcomes the love of power, the world will know peace.”

Our wishes to you and your families are for a healthy, happy, prosperous, and peaceful New Year!

Thank you for our relationship and for your business.

By: Gary R. Oman, CPA, PFS, MST

May your life be filled with warmth and good cheer this holiday season and throughout the New Year. Wishing you a very Merry Christmas and a happy holiday season.

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By: Gary R. Oman, CPA, PFS, MST

We are thankful for all our family, friends and clients and want to take this opportunity to express our appreciation to each of you. We are grateful for each of these relationships and wish you a joyful holiday season and good health for many years to come.

By: Gary R. Oman, CPA, PFS, MST

On this Veterans Day 2022, we want to thank the veterans for serving our country and for you to know we are grateful for the sacrifices each of you and your families made for all of us.

Dear Clients and Friends,

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead.

By: Gary R. Oman, CPA, PFS, MST

More often than not when Dianne and I are making plans to drive somewhere for a day trip, an afternoon or an evening drive, we usually think about “water”…maybe it’s Boston harbor, a South Shore beach or the canal. Each has its own special draw.

By: Gary R. Oman, CPA, PFS, MST

By: Gary R. Oman, CPA, PFS, MST

When I was a kid, July 4th and the few days around the 4th were always very special. As I grew older, I learned that July 4th was more than just fireworks and hot dogs, however, that conversation can be for another time.

Dear Clients and Friends,

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on May 19, the S&P 500 fell nearly 19%, narrowly avoiding the level at which bull markets end and bear markets begin.

By: Gary R. Oman, CPA, PFS, MST

Our granddaughter Taylin is at our home two afternoons a week after preschool.

Every so often, she leaves me (her version of) a text on the white board on the refrigerator.

Love coming home to these texts.