ARTICLES
Proactive Planning Can Reduce Taxes on Investments
This article offers six strategies to reduce taxes on investments, that could save you thousands…
Health Savings Accounts
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
Have High-Interest Rates Accurately Predicted a Market Correction or Recession?
Many investors have recently been asking their advisors, “Is a recession coming?” This question is…
Financial Planning for Physicians
If you're a medical practitioner, you probably know that physicians are among the highest-paid professionals…
Silicon Valley Bank Collapse
OJM partners and advisors received several questions related to the failure of Silicon Valley Bank…
Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…
Tax Diversification
It is not surprising that the top financial goals of physicians and other high-net-worth investors…
6 Financial Actions to Take During Uncertain Times
During a volatile market environment like we find ourselves in today, or the steep market…
Why Are Bonds Losing Money?
WHAT ACTIONS SHOULD I TAKE? The Bloomberg U.S. Aggregate Bond Index experienced its worst-performing quarter…
Is a Recession on the Horizon?
The following is an update to an article we authored in October 2019, just a…
S&P Surges to New All-Time High