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.

stock chart

Surging Dollar Drives Gains for U.S. Stocks | OJM Q2 Investment Commentary

By OJM Investment Management Team on July 13, 2018

Market Recap As we pause to reflect at the midpoint of the year, it seems so far 2018 has served as yet another reminder to investors that over the short term, markets are driven by innumerable and often random factors that are impossible to consistently predict. In the first quarter, US stocks experienced their first

abstract stock chart

Second Quarter 2018 | OJM Key Takeaways

By OJM Investment Management Team on July 13, 2018

US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4 percent, but were outdone by smaller-cap stocks, which jumped 7.9 percent. The smaller-cap outperformance was driven by the market narrative du jour that smaller companies are more domestically focused and therefore not

financial advisor working with client

Are Floating Rate Funds a Suitable Solution in a Rising Rate Environment?

By Andrew Taylor, CFP® on July 13, 2018

During the last several years, investors and advisors have faced challenges in their attempts to design suitable portfolios.  If you are reading headlines and listening to financial news programs, you may be confused by the prior statement.  We are consistently reminded by the media that major stock indices are reaching record highs nearly every month. 



Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Six Tax Reduction Strategies to Enhance Portfolio Performance

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!


Get Email Updates - Our free monthly newsletter covers the latest in wealth planning topics.