ARTICLES

financial planning for young families
Money Milestones

Money Milestones: Starting a Family

Major life events often trigger important questions about money and can significantly impact long-term financial…
stock market update reviewing stock charts
Bob Peelman

November 2019 Monthly Stock Market Update

October was a good month for risky assets. Global stocks (as measured by the MSCI…
Bob Peelman

Global Uncertainty Causes Choppy Third Quarter

Third Quarter Key Takeaways The third quarter of 2019 was a choppy one for financial…
Bob Peelman

Yield Curve Inversions Explained

“Yield curve inversion” has been in the news lately. You may be wondering exactly what…
Tax Return_Corp_Individual
David Mandell

2019 Year-End Tax Tips

Although many taxpayers have just completed and filed their 2018 tax returns, it is already…
examining stock market
Bob Peelman

September 2019 Monthly Market Update

August was a choppy month for stocks. Half of the 22 trading days of the…
Adam Braunscheidel

Money Milestones: Getting Married

Major life events often trigger important questions about money and can significantly impact long-term financial goals.…
August 2019 Market Update
Bob Peelman

August 2019 Monthly Market Update

July’s biggest news item came on the last day of the month. On July 31,…
David Mandell

Increase Tax Deductions and Boost Retirement Savings with a Cash Balance Plan

A Cash Balance Plan is a Qualified Retirement Plan (QRP) that can provide physicians and…
Advisor_Global Markets_Volatility
Bob Peelman

July Investment Outlook: Market Highs Outpace Lows in First Half of 2019

In our year-end 2018 commentary, we emphasized the wide range of plausible macroeconomic scenarios and…
GlobalMarkets_Economy
Bob Peelman

Markets Rebound to End Quarter’s Rough Ride

The first half of 2019 saw robust gains across most asset classes, but it certainly…
David Mandell

The Advisor Advantage

Seven Benefits Your Advisor Should Bring to Your Portfolio “Do I really need help—or can…
Bob Peelman

June 2019 Monthly Market Update

Concerns around a trade war between the U.S. and China took center stage again last…
May 2019 Market Update
Bob Peelman

May 2019 Monthly Market Update

Stock markets around the world continued their upward climb in April. An index of global…
Real Estate Tax Planning
David Mandell

Reduce Lawsuit Risks and Minimize Tax Liabilities of Owning Real Estate

Although real estate is a common investment, few real estate owners have implemented the proper…
IncomeTaxFormCalculator
David Mandell

Tax Day Tips: Plan Now for April 2020

Do you realize that, after the recent tax reform-- between income, capital gains, Medicare, self-employment…
keys on orange background
Bob Peelman

1st Quarter Key Takeaways

After posting their worst December since 1931, U.S. stocks surged to their best January since…
Q1 - 2019 Market Outlook
Bob Peelman

April Market Outlook

The obvious question after experiencing such a rebound is, what’s next? It’s easy to be…
Financial symbols and bull stand for success in the stock market
Bob Peelman

Bull Market Reaches 10th Anniversary

U.S. stocks continued their strong start to 2019. In February, larger-cap and smaller-cap stocks gained…
Is Your Retirement Plan a Liability Trap_
David Mandell

Is Your Retirement Plan a Liability Trap?

Why A 401(k) Can Cause Liability for Employers and How to Mitigate This Risk The…
man examining stock charts
Bob Peelman

Markets Rally for Strong 2019 Start

Equity markets around the world rallied in January following a December that was one of…
David Mandell

Three Strategies to Implement for a Retirement-Ready Future

An effective retirement plan cannot simply be established at the start of one’s career and…
reviewing stock trends ipad
Bob Peelman

Stock Market Volatility Leads to Losses Across Most Asset Classes

Across the board, it was an extremely difficult year to make money in the financial markets.…
tax form with tax stamp
Articles

Opportunity Zones Offer New Tax Savings and Investment Options

The Tax Cuts and Jobs Act of 2017 contained a unique benefit for taxpayers (particularly…
retirement graphic
David Mandell

Four Common Pitfalls in a Qualified Retirement Plan

OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
red pencil on stock chart
Bob Peelman

Range of Stock Outcomes Narrows with Longer Time Horizon

Global equity markets climbed the last two trading days of October to finish out an…
tax word block
Carole Foos

2018 Year-End Tax Planning Tips

As fall weather descends upon us, it’s a good time to start thinking about the…
keys on orange background
Bob Peelman

Third Quarter 2018 | Key Takeaways

Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter,…
stock ticker
Bob Peelman

Performance Gap Widens Between U.S. and Emerging-Market Stocks

September 2018 Monthly Market Commentary US stock performance was strong in August and several major…
financial advisor team
Jason O'Dell

How to Choose an Investment Advisor? Three Mistakes to Avoid

Over the last few years, many investors have re-examined not only their investment assumptions, but…
advisor and client shake hands
Jason O'Dell

Fiduciary vs. Suitability Standards

One of the most important financial decisions you will make in your lifetime is who…
corporate business center
Bob Peelman

Investors Focus on Strong Q2 Corporate Earnings

Global stocks had a strong start to the second half of the year as the…
roth ira piggy bank calculator
Bob Peelman

Backdoor Roth IRA Strategy

Tax diversification is a planning concept that we stress in our books, and in our…
digital stock ticker
Bob Peelman

Surging Dollar Drives Gains for U.S. Stocks

Market Recap As we pause to reflect at the midpoint of the year, it seems…
digital stock graphic
Bob Peelman

Key Takeaways

US stocks rose to the top of asset class performance charts with solid returns in…
financial team working
Andrew Taylor

Floating Rate Funds

During the last several years, investors and advisors have faced challenges in their attempts to…