WEALTH MANAGEMENT ARTICLES

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

global currancy abstract

June 2017 Investment Commentary

By OJM Wealth Management Team on June 7, 2017

U.S. stocks finished May in positive territory despite a mid-month selloff that marked their biggest fall since November’s presidential election. Investors digested a steady stream of news during the month, including President Trump’s firing of FBI Director James Comey on May 9 and the subsequent launch of an independent investigation into potential improprieties surrounding the

examining stock charts

When Market Volatility Increases, Don’t Succumb to Emotion

By Bob Peelman, CFP® on June 2, 2017

We get it; when markets are turbulent, particularly when stocks fall unexpectedly, resisting the urge to start looking for reasons to bail out of the market can be a tall order. Yet the future is inherently uncertain; there are no guarantees in life or when it comes to investing. Anything can happen. If you have

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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