ARTICLES

Articles written by members of the OJM Group have been printed in a wide variety of publications – in trade journals for physicians, dentists, general business owners, construction businesses, yachting and marina businesses, and general financial periodicals as well. We encourage you to take a moment to view our article library by selecting the category (located in the right-hand side-bar) that best matches your interests.  If you have a publication and are interested in using one of our articles, please contact us.

May 2018 Investment Commentary: Markets Find Reprieve from First Quarter Losses

By OJM Investment Management Team on May 10, 2018

April provided a reprieve for U.S. stocks after back-to-back monthly losses in February and March. Larger-cap U.S. stocks gained a modest 0.4 percent (Vanguard 500 Index), while smaller-cap U.S. stocks earned 1 percent—tipping them back into the black (up 0.8 percent) year to date (iShares Russell 2000 ETF). There was a fair bit of return

advisor working with client

Strategies to Reduce Volatility and Improve Tax Efficiency

By Jason M. O'Dell, MS, CWM and Michael Lewellen, CFP® on May 10, 2018

Many investors believe that the primary goal of diversification is to hedge against risk and volatility.  Another fundamental goal for diversification, however, should be to increase tax efficiency—something that many investors overlook. One simple way to achieve both of these objectives is to consider the addition of cash value life insurance to your portfolio. Cash

investment team working

Market Correction Tests Investors’ Risk Tolerance

By OJM Investment Management Team on April 12, 2018

Market Recap Volatility returned to the financial markets in the first quarter, for the first time in a while. Global equity investors had a particularly bumpy ride—an experience we’d suggest getting used to for the months and years ahead. Stocks surged out of the gates in January, with larger-cap U.S. stocks up nearly 8 percent

 

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