ARTICLES

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.

OJM Team meeting with clients

Do I Really Need an Investment Advisor?

By David B. Mandell, JD, MBA and Robert G. Peelman, CFP® on July 12, 2017

The Nine Reasons Investors Underperform Without Professional Management There are multiple layers to the question: do I really need an investment advisor? Although there are no easy answers for everyone and every situation, data shows that the vast majority of retail investors are better off utilizing the services of an investment advisor as opposed to

global business markets chart

2017 Second Quarter Investment Commentary: Markets Continue Steady Rise for YTD Positive Returns

By OJM Wealth Management Team on July 12, 2017

2017 year-to-date has proved to be very positive for global stock markets, and the second quarter was no exception. European stocks jumped 8.4 percent, while the broader developed foreign stock market was up 6.4 percent. Emerging-market and larger-cap U.S. stocks gained 3.4 percent and 3.1 percent, respectively. Bonds also delivered solid returns in the quarter

global currancy abstract

June 2017 Investment Commentary

By OJM Wealth Management Team on June 7, 2017

U.S. stocks finished May in positive territory despite a mid-month selloff that marked their biggest fall since November’s presidential election. Investors digested a steady stream of news during the month, including President Trump’s firing of FBI Director James Comey on May 9 and the subsequent launch of an independent investigation into potential improprieties surrounding the

 

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