WEALTH MANAGEMENT ARTICLES

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

stock market graphs

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

 

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