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

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David Mandell

Tax Day Tips: Plan Now for April 2020

Do you realize that, after the recent tax reform-- between income, capital gains, Medicare, self-employment…

VIDEOS

Webcasts

Your Time in the Market: More Important than Timing the Market

In our March webcast, OJM Wealth Advisor Adam Braunscheidel, CFP, discusses the importance of time…

PODCASTS

First Quarter Update
Bob Peelman

First Quarter Market Recap

OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance…