chart showing market volatility

Volatility Index Rises Following February Market Correction

By OJM Investment Management Team on March 12, 2018

After a volatile month of trading, which witnessed the first 10 percent market correction since February 2016, larger-cap U.S. stocks (Vanguard 500 Index) wrapped up February with a 3.7 percent loss, while small caps fell 3.8 percent (iShares Russell 2000 ETF). Despite a sharp bounce from the early February lows, only the technology sector was

portfolio chart

Investment Alternatives to Reduce Portfolio Risk

By Jason M. O'Dell, MS, CWM and Andrew Taylor, CFP® on March 12, 2018

Most investors have concerns about the global economy. We are almost a decade removed from the 2008 financial crisis and have witnessed the S&P 500 index appreciate in excess of 250 percent as of the time of this article. Interest rates remain low by historical standards, and the threat of increasing rates presents the potential

stock graph over city skyline

February Investment Commentary: Volatility Returns After Record-Setting January

By OJM Investment Management Team on February 13, 2018

As we write this, markets are off to a jittery start in February, with the S&P 500 giving back about 3 percent of its stunning January gain. Short-term volatility and market declines come with the territory for equity investors, although it’s easy to see why some may have become complacent given the market’s run to

reviewing portfolio charts

Six Tax Reduction Strategies to Enhance Portfolio Performance

By Carole C. Foos, CPA and Andrew Taylor, CFP® on February 13, 2018

Individuals in the highest income tax brackets may have been presented with an unpleasant surprise in the last few years when they learned of their investment tax liability. A prolonged period of strong domestic stock performance from 2009 to today, combined with the implementation of The American Taxpayer Relief Act of 2012 may have resulted

global business charts

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.



Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Return to editingStrategies to Reduce Volatility and Improve Tax Efficiency

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!


Get Email Updates - Our free monthly newsletter covers the latest in wealth planning topics.