What is your Risk Score?

Personal Risk Score

Our free online questionnaire will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

ARTICLES

Bob Peelman

2020 Market Outlook

After a year like 2019, the obvious question looking ahead is how much higher can equities…

VIDEOS

Webcasts

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O’Dell provides an overview of Cash Balance Plans and discusses how…

PODCASTS

Jason O'Dell

Is Your Financial House in Order?

In this Q&A addition to our podcast channel, OJM partners Jason O'Dell and Bob Peelman…