Annuities

Principal protection not often matched

Like cash value life insurance, annuities, when structured properly, may offer tax benefits, asset protection qualities, and principal protection in ways that other asset classes cannot match. These advantages are especially applicable for those in or close to retirement and those concerned about outliving their capital or just “living off the interest.”

ARTICLES

computer screens with stock charts
Bob Peelman

August 2020 Market Update

Global equities continue to march upward and dig out of the hole created in March.…

VIDEOS

U.S. Capitol Building
Webcasts

Details of the CARES Act

In this special presentation,OJM Group Partner, Carole C. Foos, CPA, reviews the Coronavirus Aid, Relief…

PODCASTS

investors working during market downturn
ojmcares-2

Coronavirus Market Downturn and Your Portfolio: Adding to U.S. Stocks

In our latest podcast, OJM partner and Director of Wealth Advisors Bob Peelman provides an update…