INVESTMENT MANAGEMENT ARTICLES

stock chart

Surging Dollar Drives Gains for U.S. Stocks | OJM Q2 Investment Commentary

By OJM Investment Management Team on July 13, 2018

Market Recap As we pause to reflect at the midpoint of the year, it seems so far 2018 has served as yet another reminder to investors that over the short term, markets are driven by innumerable and often random factors that are impossible to consistently predict. In the first quarter, US stocks experienced their first

abstract stock chart

Second Quarter 2018 | OJM Key Takeaways

By OJM Investment Management Team on July 13, 2018

US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4 percent, but were outdone by smaller-cap stocks, which jumped 7.9 percent. The smaller-cap outperformance was driven by the market narrative du jour that smaller companies are more domestically focused and therefore not

v

Losses in International Markets Contrast Positive Domestic Returns

By OJM Investment Management Team on June 13, 2018

Geopolitical news dominated headlines throughout May, from steel and aluminum tariffs on U.S. allies and continued trade tensions with China, to the summit with North Korea. The news flow was constant, though we view most of it as short-term noise when it comes to our investment process. U.S. stocks shrugged off the macro news as

advisor and client shake hands

Fiduciary Versus Suitability Standards: How the Ongoing Debate Affects Your Wealth Decisions

By Jason M. O'Dell, MS, CWM and Adam Braunscheidel, CFP® on June 13, 2018

One of the most important financial decisions you will make in your lifetime is who you will rely on as a financial advisor. Part of your decision-making process in evaluating potential advisors should be to understand how financial professionals make money and their legal duty to you as a client. Unfortunately, many investors believe that

May 2018 Investment Commentary: Markets Find Reprieve from First Quarter Losses

By OJM Investment Management Team on May 10, 2018

April provided a reprieve for U.S. stocks after back-to-back monthly losses in February and March. Larger-cap U.S. stocks gained a modest 0.4 percent (Vanguard 500 Index), while smaller-cap U.S. stocks earned 1 percent—tipping them back into the black (up 0.8 percent) year to date (iShares Russell 2000 ETF). There was a fair bit of return

 

WHAT’S YOUR RISK NUMBER?

Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Six Tax Reduction Strategies to Enhance Portfolio Performance

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!

Newsletter

Get Email Updates - Our free monthly newsletter covers the latest in wealth planning topics.