Resources

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. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.

ARTICLES

financial advisor drawing market diagram
Monthly Investment Commentary

Expectations for Post-Pandemic Economy Drive Market Performance

Market Recap Global stocks continued to power upward this quarter from their pandemic bear market…

VIDEOS

older person in long-term care
Webcasts

What is the “Cost” of Having—or Not Having—Long Term Care Insurance?

OJM Group's Michael Lewellen, CPF® discusses the cost of Long Term Care Insurance for physicians,…

PODCASTS

inflation word art
Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…