ARTICLES

Monthly Investment Commentary

Q4 Market Recap and Outlook for 2021

The past year was tragic and turbulent in many ways. We remain amid a global…

Monthly Investment Commentary

December 2020 Market Update

Equity markets around the world notched one of their best months ever in November. Large-cap…

Bob Peelman

Backdoor Roth IRA Strategy

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

David Mandell

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…

American flag with vote pins laying on top

Monthly Investment Commentary

Investing Through an Election

Each time a U.S. presidential election approaches, we revisit our views about its impact on…

Carole Foos

2020 Year-End Tax Tips

Along with some COVID-19 related tax changes, the result of the recent Presidential election tends…

attorney putting estate planning documents in briefcase

David Mandell

Estate Planning Essentials for All Ages

Estate planning is an important aspect of wealth management that should be addressed early in…

David Mandell

Saving for the High Cost of College

Amid the uncertainty surrounding the new school year, it is important for parents and students…

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Staying the Course

Tensions have been high since March for all investors. For the first time ever, many…

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Why is the Stock Market Going Up When Economic News Looks Grim?

Many of our clients, like investors across the country, are asking this important question: How…

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Six Financial Actions to Take During the COVID-19 Crisis

The COVID-19 crisis has created a significant financial setback for almost all physicians, business owners…

Articles

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…

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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…

David Mandell

Are You Taking Advantage of Two Everyday Tax-Favored Assets?

Like everyone we have ever worked with, you likely want to reduce your taxes as…

Money Milestones

Money Milestones: Starting a Family

Major life events often trigger important questions about money and can significantly impact long-term financial…

Bob Peelman

Yield Curve Inversions Explained

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

David Mandell

2019 Year-End Tax Tips

Although many taxpayers have just completed and filed their 2018 tax returns, it is already…

Adam Braunscheidel

Money Milestones: Getting Married

Major life events often trigger important questions about money and can significantly impact long-term financial goals.…

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…

David Mandell

The Advisor Advantage

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

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…

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…

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…

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…

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…

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…

Carole Foos

2018 Year-End Tax Planning Tips

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

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…

Jason O'Dell

Fiduciary vs. Suitability Standards

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

Andrew Taylor

Floating Rate Funds

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

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…

David Mandell

Asset Protection: A Matter of Degree

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

Articles

Volatility Index Rises Following February Market Correction

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

Jason O'Dell

Investment Alternatives to Reduce Portfolio Risk

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

Articles

Six Tax Reduction Strategies to Enhance Portfolio Performance

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

Monthly Investment Commentary

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…