WEALTH MANAGEMENT ARTICLES

bull and bear on stock report

Wise Investing: The Key to Building Wealth During Today’s Bull Markets, Bear Markets and Corrections

By Robert Peelman, CFP® on May 10, 2017

You have heard – those who refuse to learn history, are doomed to repeat it. This statement is relevant in many areas, and investing and wealth management are not excluded. It is important to know at least a passing history concerning the securities markets because knowing the history will help you avoid some of the

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May 2017 Investment Commentary: European Stocks Lead Continued Growth

By OJM Wealth Management Team on May 10, 2017

Last quarter’s trend of a broadly improving global economy appeared to hold up going into the second quarter, despite some softness in both first quarter U.S. GDP and in April manufacturing numbers. Apart from these weaker than anticipated economic readings, other measures such as wage and employment gains continued to appear healthy. Financial markets had

first quarter 2017 investment commentary

First Quarter 2017 Investment Commentary

By OJM Wealth Management Team on April 11, 2017

The buoyant mood that pushed stocks higher through year-end 2016 continued into the first quarter as signs of an improving global economy continued to mount. Stock indexes were up across the board. Emerging-market stocks were the star performers. Their double-digit gains eclipsed returns for developed international stocks (up 8 percent), and both outperformed larger-cap U.S.

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March 2017 Investment Commentary: Larger-Cap U.S. Stocks Lead February Market Gains

By OJM Wealth Management Team on March 13, 2017

U.S. stocks ended February on a high note. All major indexes rose, with larger-cap U.S. stocks (Vanguard 500 Index) jumping nearly 4 percent. Gains were broad-based, but especially benefited the health care, financial, and technology sectors. Investor exuberance over the possibility that the Trump administration will power faster economic growth by following through on campaign

February 2017 Investment Commentary

By OJM Wealth Management Team on February 9, 2017

Financial markets’ performance in January illustrated the theme of uncertainty and the potential for surprise in 2017 we highlighted in our year-end commentary. Major stock indexes reached multiple highs during the month. Yet on January 30, stocks suffered their biggest decline since election night 2016. During the trading day, the S&P 500 Index was down

 

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