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

GlobalMarkets_Economy
Bob Peelman

Markets Rebound to End Quarter’s Rough Ride

The first half of 2019 saw robust gains across most asset classes, but it certainly…

VIDEOS

stock chart and magnifying glass
Webcasts

2019 Market Outlook

After a difficult 4th Quarter in 2018, what does the new year hold for the…

PODCASTS

opportunity zones
Bob Peelman

Opportunity Zones: Are They a Tax-Saving Opportunity for You?

In this Q&A session, OJM Wealth Advisors Bob Peelman and Adam Braunscheidel discuss the “opportunity…