Blog

By Eric Parnell, CFA, Cheif Marketing Strategist, Great Valley Advisor Group

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

Happy July 4^th! This is such a special day and time of the year. Kids are out of school for the summer and the weather for “July 4^th week” has always been sunny, hot and very summer-like…at least that is the way I always remember it as a kid…and that is the way this week is shaping up.

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

Not long ago, as I sat at Gate 8 at the Queen Beatrix International Airport in Aruba, I reached for my cell phone. It was just an hour before takeoff and I couldn’t find my phone anywhere…not in my pockets, not in my backpack, nor on or under my seat. I was a little panicked.

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

With about a month to go until December 31st, following are several tax reminders:

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.