Jack Oman, CFP- Financial Advisor

04/05/2022

Treasury yield curve inversions have stoked recession fears. But on its own, the shape of the curve may not necessarily signal a near-term recession. We discuss in this month's On the Markets.

03/11/2022

MS & Co. CIO Mike Wilson discusses the current Russia/Ukraine conflict and implications for markets. Learn more:

03/01/2022

Amid the shocking and fast-evolving events in Ukraine, careful investor navigation is warranted, especially around near-term economic growth and corporate earnings prospects. Read why in this month's On the Markets:

02/11/2022

MS & Co. CIO Mike Wilson says we can expect volatile markets for the first half of 2022. Learn more:

01/13/2022

The mid-cycle transition has been well established at this point--but it remains incomplete. So far, we have experienced a rolling correction across many asset categories. Learn more of MS & Co. CIO Mike Wilson's views:

01/04/2022

A new year could bring new investment opportunities even if the market narrative isn't changing much. Read the latest On the Markets for our recommended approach to equities, including an emphasis on large-cap defensive quality:

12/09/2021

With the Fed indicating it will taper asset purchases on a more aggressive timeline, this is a distinct tightening of financial conditions. We think there is still more downside to valuations and we expect growth to disappoint expectations:

12/09/2021

I strive to be the best Financial Advisor because our clients deserve the best advice. That is why I decided to pursue and obtain the CERTIFIED FINANCIAL PLANNER™ certification.

The CFP® is a certification that a select number of financial professionals hold and allows those who hold it to provide financial advice on a holistic basis while being held to strict ethical standards.

If you or someone you know would benefit from working with a CFP® , please don't hesitate to reach out to me or a member our team.

12/01/2021

The market environment isn't nearly as rich with opportunity as it was a year ago. That means investors must be more selective. We discuss sectors of interest in the latest On the Markets.

11/18/2021

Jumpstart college savings this holiday season with the gift of education through a 529 plan. Family and friends can gift funds, too. Let’s discuss.

This holiday season, you may want to skip the latest electronic gadget and give your children or grandchildren the gift of learning—through a 529 education savings plan.

11/12/2021

Just like bear markets have ended with a recession, the mid-cycle transition is ending with a correction. We expect the next and final stage to end with a 10%-15% correction in the S&P 500 and Nasdaq, says MS & Co. CIO Mike Wilson:

11/02/2021

Investors should be patient and avoid chasing returns in what we view as an unattractive risk-return environment. We discuss why in the latest On the Markets.