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.

Third Quarter Investment Commentary

By OJM Investment Management Team on October 10, 2017

For the quarter, our globally diversified balanced portfolios generated attractive returns as all the major asset classes registered gains for the period. Our portfolios particularly benefited from our tactical overweighting and meaningful exposure to emerging-market and European stocks, both of which had strong absolute returns and outperformed U.S. stocks. Fixed-income allocations continued to beat the

Global Markets Rally Again: Third Quarter Key Takeaways

By OJM Investment Management Team on October 10, 2017

Despite its reputation as the worst seasonal period for stocks, global stock markets rallied again. Emerging-market stocks were strongest, surging 8 percent, followed by European stocks, which gained 6.2 percent. More broadly, developed international stocks rose 5.5 percent. For the third consecutive quarter, the U.S. dollar depreciated against foreign currencies, boosting dollar-based investor returns in

Time in the Market: More Important than Timing the Market

By Jason O'Dell, MS, CWM, and Adam Braunscheidel, CFP® on October 4, 2017

Most U.S. stock indices are at all-time highs, but what does that mean for your investments and your wealth? Market highs and lows tend to make investors antsy because the media starts paying more attention—meaning there’s more noise. Noise about market highs drives greed; noise about market lows drives fear. Greed and fear are strong



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