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.


stock ticker
Bob Peelman

Performance Gap Widens Between U.S. and Emerging-Market Stocks

September 2018 Monthly Market Commentary US stock performance was strong in August and several major…


aei logo
Other Video

Reducing Professional Financial Stress

OJM Principal, David B. Mandell, JD, MBA, discusses some best practices to reduce financial stress…


advisor shaking hands with client
Adam Braunscheidel

Fiduciary vs. Suitability Standards

In our latest podcast, OJM Wealth Advisor Adam Braunscheidel, CFP® outlines the fundamental differences between fiduciary…