WEALTH MANAGEMENT ARTICLES

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September Investment Commentary: Market Continues Longest Streak of Monthly Gains Since the Mid-1990s

By OJM Wealth Management Team on September 12, 2017

U.S. stocks finished August largely unchanged. The final day of trading brought the market into positive territory for the month, with a 0.3 percent gain for August. Larger-cap U.S. stocks (Vanguard 500 Index) are up over 11.8 percent for the year to date and, notably, continued their monthly winning streak, which is now at 10

calculating advisor fees

How Much Are You Paying Your Advisor?

By Jason M. O'Dell, MS, CWM and Andrew M. Taylor, CFP® on September 12, 2017

A recent survey by Cerulli Associates and Phoenix Marketing International found that nearly two out of every three investors in the survey were confused about how they were paying their advisors. According to a survey released in October by investment management firm Rebalance IRA, many Americans incorrectly believe they pay no fees in their retirement

stock market ticker

August Investment Commentary: Market Delivers Seventh Consecutive Month of Positive Gains

By OJM Wealth Management Team on August 11, 2017

U.S. stocks continued their upward march in July, shrugging off political upheaval in Washington D.C. and the failure of the Senate Republicans’ proposed Affordable Care Act replacement. The market has had positive gains every month so far this year, tallying an 11.5 percent gain through the first seven months of 2017 (Vanguard 500 Index). Equity

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

 

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