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

August 2019 Market Update
Bob Peelman

August 2019 Monthly Market Update

July’s biggest news item came on the last day of the month. On July 31,…

VIDEOS

team working together
Webcasts

Market Volatility in Retirement

In our February webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP®, explains the…

PODCASTS

Jason O'Dell

Cash Balance Plans: Under-Utilized Tax Reduction Tools

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