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

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Articles

Opportunity Zones Offer New Tax Savings and Investment Options

The Tax Cuts and Jobs Act of 2017 contained a unique benefit for taxpayers (particularly…

VIDEOS

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Webcasts

Backdoor Roth IRA Strategy

In our August 2018 on-demand webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP,…

PODCASTS

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Andrew Taylor

3rd Quarter Key Takeways

In our latest podcast, OJM Wealth Advisor Andrew Taylor, CFP® presents key takeaways from the…