Education

Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do.

ARTICLES

August 2019 Market Update
Bob Peelman

August 2019 Monthly Market Update

July’s biggest news item came on the last day of the month. On July 31,…

VIDEOS

Retirement-Plan-Savings
Webcasts

Cash Balance Plans: Under-Utilized Tax Reduction Tools

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

PODCASTS

reviewing stock trends ipad
Bob Peelman

What’s Next After Recent Market Volatility?

OJM Director of Wealth Advisors Bob Peelman examines U.S. and global economic factors affecting the…