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.

global business charts

2017 Year-End Investment Commentary and Outlook for 2018

By OJM Investment Management Team on January 12, 2018

Looking Back: Key Drivers of Our 2017 Portfolio Performance Our globally diversified balanced (stock/bond) portfolios generated strong returns for the year, consistent with the positive overall return environment for most financial markets and asset classes. Our meaningful exposure to European and emerging-market stocks was a significant contributor, as foreign stocks outpaced U.S. stocks in 2017.

stocks on computer

2017 Key Takeaways: Corporate Earnings Growth Drives Stellar Year for U.S. Stocks

By OJM Wealth Management Team on January 12, 2018

The fourth quarter capped yet another stellar year for U.S. stocks. Larger-cap U.S. stocks gained 6.6 percent for the quarter and ended the year with a 21.7 percent total return. This was the ninth consecutive year of positive returns for the index—tying the historic 1990s bull market and capping a truly remarkable run from the

tax cube diagram

2017 Tax Cuts and Jobs Act: What You Need to Know

By Carole C. Foos, CPA on January 12, 2018

Congress enacted sweeping tax reform in December which has widespread effects on both individuals and businesses. This is the largest change to the Tax Code in years, with many changes taking effect January 1, 2018. This article provides an overview of some of the changes that we felt would have the most impact on our



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