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

2019 fourth quarter market performance
Bob Peelman

2019 Fourth Quarter Market Performance

Among global equity markets, larger-cap U.S. stocks were once again at the top of the…

VIDEOS

Taking Care of Mom and Dad
Webcasts

Taking Care of Mom and Dad: A Long Term Care Planning Solution

OJM Group Director of Financial Planning Michael Lewellen discusses a planning solution that can help…

PODCASTS

financial advisor working with client
Andrew Taylor

How the SECURE Act May Affect Your Retirement Accounts

OJM Wealth Advisor Andrew Taylor, CFP® provides an overview of the SECURE Act, which delivers…