ARTICLES
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Reduce Your Tax Liability with a Mega Backdoor Roth IRA
As recently as this week, there are tax proposals in Congress which, if passed, would…
How to Protect Your Home and Home Equity From Liability
Along with retirement and personal investment accounts, the family home (and its equity) is often…
Inflation and Your Investments
Inflation is a popular topic in the financial media this spring. This short article is…
Backdoor Roth IRA Strategy
Tax diversification is a planning concept that we stress in our books, and in our…
Four Ways to Leverage Today’s Ultra-Low Interest Rates
As we navigate through this difficult time in the U.S. economy, a few bright spots…
Saving for the High Cost of College
Amid the uncertainty surrounding the new school year, it is important for parents and students…
Staying the Course
Tensions have been high since March for all investors. For the first time ever, many…
A Business’s 8 Step Prescription for Surviving the Coronavirus Recession
OJM is pleased to share the following timely article authored by CPA Crystal Faulkner of…
Current Thoughts on Coronavirus and Market Volatility
The coronavirus outbreak is still progressing, and its full health and economic impacts are clearly not yet apparent. We expect to have…
Yield Curve Inversions Explained
“Yield curve inversion” has been in the news lately. You may be wondering exactly what…
2019 Year-End Tax Tips
Although many taxpayers have just completed and filed their 2018 tax returns, it is already…
The Advisor Advantage
Seven Benefits Your Advisor Should Bring to Your Portfolio “Do I really need help—or can…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
Equity and Fixed Income Markets Post Losses as U.S. Dollar Strengthens