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.


2020 market outlook
Bob Peelman

2020 Market Outlook

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



Cash Balance Plans: Under-Utilized Tax Reduction Tools

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


advisor with client
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…