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

Monthly Investment Commentary

A September Slump & The Global Equity Bull Market

A September slump put a pause on the global equity bull market. The S&P 500…

VIDEOS

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Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

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Andrew Taylor

Inflation and Your Investments

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