WEALTH MANAGEMENT ARTICLES

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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.

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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

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December Investment Commentary: YTD Gains Exceed 20 Percent for Larger-Cap U.S. Stocks

By OJM Wealth Management Team on December 12, 2017

U.S. stocks continued to charge ahead in November: domestic larger caps rose 3.1 percent (Vanguard 500 Index) and smaller caps gained 2.9 percent (iShares Russell 2000 ETF). Notably, the returns were broad based, with every sector returning 1 percent or more. This brings the year-to-date gain of larger-cap U.S. stocks to just over 20 percent.

House and Senate Tax Reform Bills: What Individuals and Business Owners Need to Know

By Carole C. Foos, CPA on November 21, 2017

On November 16, 2017, the House of Representatives passed their “Tax Cuts and Jobs Bill” – a major overhaul of the Internal Revenue Code that, if enacted, would signify the most drastic changes in tax law in 30 years.  At over 400 pages, the House plan contains provisions for both individuals and businesses to lower

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November Investment Commentary: October Challenges Precedent for Autumn Volatility

By OJM Wealth Management Team on November 21, 2017

U.S. stocks continued their upward march in October. Larger-cap stocks (Vanguard 500 Index) returned 2.3 percent, bringing their year-to-date gain to 16.8 percent. We are now one year removed from the last time larger-cap U.S. stocks dropped during a month (they fell 1.8 percent last October). Historically, autumn has been more volatile for stock markets.

 

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