Articles written by members of the OJM Group have been printed in a wide variety of publications – in trade journals for physicians, dentists, general business owners, construction businesses, yachting and marina businesses, and general financial periodicals as well. We encourage you to take a moment to view our article library by selecting the category (located in the right-hand side-bar) that best matches your interests.  If you have a publication and are interested in using one of our articles, please contact us.

bull and bear on stock report

Wise Investing: The Key to Building Wealth During Today’s Bull Markets, Bear Markets and Corrections

By Robert Peelman, CFP® on May 10, 2017

You have heard – those who refuse to learn history, are doomed to repeat it. This statement is relevant in many areas, and investing and wealth management are not excluded. It is important to know at least a passing history concerning the securities markets because knowing the history will help you avoid some of the


May 2017 Investment Commentary: European Stocks Lead Continued Growth

By OJM Wealth Management Team on May 10, 2017

Last quarter’s trend of a broadly improving global economy appeared to hold up going into the second quarter, despite some softness in both first quarter U.S. GDP and in April manufacturing numbers. Apart from these weaker than anticipated economic readings, other measures such as wage and employment gains continued to appear healthy. Financial markets had

american flag tax form

President Trump Announces Sweeping Tax Reform Proposals

By Carole C. Foos, CPA on April 27, 2017

On Wednesday, President Trump announced sweeping tax reform proposals, many of which are in line with those outlined during his campaign. The Administration is proposing what it claims to be the largest tax cut for individuals and businesses in U.S. history, and hopes that this will spur economic growth and increased jobs. Among the proposals



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