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

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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…

VIDEOS

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Webcasts

Fourth Quarter Tax Tips

As we approach the end of the year, OJM Group reminds taxpayers that their 2018 tax…

PODCASTS

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Bob Peelman

A Continued Global Diversification Strategy Encouraged for 2019

In our latest podcast, Director of Wealth Advisors, Bob Peelman, CFP®, recaps last year's market…