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.

chart showing market volatility

Volatility Index Rises Following February Market Correction

By OJM Investment Management Team on March 12, 2018

After a volatile month of trading, which witnessed the first 10 percent market correction since February 2016, larger-cap U.S. stocks (Vanguard 500 Index) wrapped up February with a 3.7 percent loss, while small caps fell 3.8 percent (iShares Russell 2000 ETF). Despite a sharp bounce from the early February lows, only the technology sector was

portfolio chart

Investment Alternatives to Reduce Portfolio Risk

By Jason M. O'Dell, MS, CWM and Andrew Taylor, CFP® on March 12, 2018

Most investors have concerns about the global economy. We are almost a decade removed from the 2008 financial crisis and have witnessed the S&P 500 index appreciate in excess of 250 percent as of the time of this article. Interest rates remain low by historical standards, and the threat of increasing rates presents the potential

stock graph over city skyline

February Investment Commentary: Volatility Returns After Record-Setting January

By OJM Investment Management Team on February 13, 2018

As we write this, markets are off to a jittery start in February, with the S&P 500 giving back about 3 percent of its stunning January gain. Short-term volatility and market declines come with the territory for equity investors, although it’s easy to see why some may have become complacent given the market’s run to



Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Return to editingStrategies to Reduce Volatility and Improve Tax Efficiency

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!


Get Email Updates - Our free monthly newsletter covers the latest in wealth planning topics.