Insurance

Options for premium reduction and improved coverage.

OJM Group works with individuals and businesses to analyze existing insurance coverage, compare existing policies to alternatives, and recommend options for premium reduction and improved coverage. Because OJM is not affiliated with any insurance company, our team members can help clients secure insurance products that integrate with other aspects of their wealth plans to meet their long-term financial goals.

ARTICLES

financial advisors review emerging markets in portfolio
Monthly Investment Commentary

U.S. Markets Continue Rise Despite Drop in Emerging Markets

Developed equity markets continued to rise during July. U.S. stocks led the way with a…

VIDEOS

the white house
Webcasts

2021 Tax Planning: The Biden Tax Plan & More

With the Democrats in control of both the House and now the Senate, and the…

PODCASTS

municipal bonds in your portfolio
Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Group · Are Municipal Bonds Safe for Your Diversified Portfolio? OJM Wealth Advisor Andrew…