ARTICLES

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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…
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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…
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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…
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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…
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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.…
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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…
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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…
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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…
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Carole Foos

2018 Year-End Tax Planning Tips

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

Third Quarter 2018 | Key Takeaways

Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter,…
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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…
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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…
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Jason O'Dell

Fiduciary vs. Suitability Standards

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

Investors Focus on Strong Q2 Corporate Earnings

Global stocks had a strong start to the second half of the year as the…
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Bob Peelman

Backdoor Roth IRA Strategy

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

Key Takeaways

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

Floating Rate Funds

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

Losses in International Markets Contrast Positive Domestic Returns

June 2018 Monthly Market Commentary Geopolitical news dominated headlines throughout May, from steel and aluminum…
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Bob Peelman

Markets Find Reprieve from First Quarter Losses

April provided a reprieve for U.S. stocks after back-to-back monthly losses in February and March.…
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Jason O'Dell

Strategies to Reduce Volatility and Improve Tax Efficiency

Many investors believe that the primary goal of diversification is to hedge against risk and…
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Bob Peelman

Market Correction Tests Investors’ Risk Tolerance

Market Recap Volatility returned to the financial markets in the first quarter, for the first…
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David Mandell

Asset Protection: A Matter of Degree

As an attorney and consultant for more than two decades, I have advised many on…
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Articles

Volatility Index Rises Following February Market Correction

After a volatile month of trading, which witnessed the first 10 percent market correction since…
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Jason O'Dell

Investment Alternatives to Reduce Portfolio Risk

Most investors have concerns about the global economy. We are almost a decade removed from…
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Articles

February Investment Commentary: Volatility Returns After Record-Setting January

As we write this, markets are off to a jittery start in February, with the…
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Articles

Six Tax Reduction Strategies to Enhance Portfolio Performance

Individuals in the highest income tax brackets may have been presented with an unpleasant surprise…
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Articles

2017 Year-End Investment Commentary and Outlook for 2018

Looking Back: Key Drivers of Our 2017 Portfolio Performance Our globally diversified balanced (stock/bond) portfolios…
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Articles

2017 Key Takeaways: Corporate Earnings Growth Drives Stellar Year for U.S. Stocks

The fourth quarter capped yet another stellar year for U.S. stocks. Larger-cap U.S. stocks gained…
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Articles

2017 Tax Cuts and Jobs Act

Congress enacted sweeping tax reform in December which has widespread effects on both individuals and…
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Articles

December Investment Commentary: YTD Gains Exceed 20 Percent for Larger-Cap U.S. Stocks

U.S. stocks continued to charge ahead in November: domestic larger caps rose 3.1 percent (Vanguard…
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Articles

November Investment Commentary: October Challenges Precedent for Autumn Volatility

U.S. stocks continued their upward march in October. Larger-cap stocks (Vanguard 500 Index) returned 2.3…
Articles

Third Quarter Investment Commentary

For the quarter, our globally diversified balanced portfolios generated attractive returns as all the major…