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Bob Peelman

July Investment Outlook: Market Highs Outpace Lows in First Half of 2019

In our year-end 2018 commentary, we emphasized the wide range of plausible macroeconomic scenarios and…

VIDEOS

Advisor Advantage
Webcasts

The Advisor Advantage: 7 Benefits Your Advisor Should Bring to Your Portfolio

Do you have the "advisor advantage?" In this video, OJM Director of Wealth Advisors Bob…

PODCASTS

Jason O'Dell

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O'Dell provides an overview of Cash Balance Plans and discusses how…