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OJM Partner and Wealth Advisor Andrew Taylor defines inflation and the velocity of money. He discusses reasons why current economic factors may lead to a sustained period of inflation and outlines investment strategies that can help you protect your portfolio.

OJM Investment Team members Bob Peelman, Andrew Taylor and Adam Braunscheidel recap the economic volatility of 2020, including the record-breaking year-end comeback for equity markets. They discuss reasons for an optimistic 2021 outlook and outline possible risks investors should be aware of this year.

As we enter 2021, OJM partner Jason O’Dell discusses the importance of maintaining a tax diversified portfolio with assets divided into three buckets. He outlines the advantages of an asset class that can help you build retirement wealth in a tax-free bucket to hedge against potential income tax increases.

In this podcast, OJM partner and Wealth Advisor Andrew Taylor responds to questions OJM has received about the safety of tax-free municipal bonds and provides a summary of OJM’s research on this asset class.

In this podcast, attorney and OJM partner David Mandell provides an overview of Domestic Asset Protection Trusts and Hybrid Asset Protection Trusts. He explains how these legal tools can be used to protect assets against potential lawsuit claims.

Bob Peelman, Partner and Director of Wealth Advisors, answers a question being asked by many investors: “Why is the Market Going Up?” He covers market-related and investor-related reasons why markets have risen in spite of discouraging economic news.

Bob Peelman, Director of Wealth Advisors, and Adam Braunscheidel, Wealth Advisor, present timely tips for boosting cash flow and navigating recent COVID-19 legislation. They discuss mortgage refinancing, student loan interest, retirement account withdrawals and other financial issues many are facing today.

OJM partners Jason O'Dell and Carole Foos announce the launch of their newest book Wealth Planning for the Modern Physician: Residency to Retirement. They discuss how this book is different from other books they have authored for physicians, and how physicians themselves are different from other Americans when it comes to investing and other financial issues.

In our latest podcast, OJM partner and Director of Wealth Advisors Bob Peelman provides an update on this week's market downturn and thoughts for investors during this challenging time.

In this podcast, OJM partner and Wealth Advisor Andrew Taylor discusses this week's sharp decline in U.S. markets, which is largely blamed on the spread of the coronavirus. He covers 2020 earnings estimates for U.S. companies and the forecast for potential Fed rate cuts to maintain economic growth. Andrew also emphasizes the importance of maintaining a diversified portfolio, including defensive assets to mitigate risk.

OJM partner Jason O’Dell discusses the use of password management apps to enhance data security and protect your personal information.

OJM Wealth Advisor Adam Braunscheidel discusses recent market volatility related to the coronavirus outbreak. He covers the latest statistics on the global health crisis, including its effects on the world economy, oil prices, fixed income markets and individual equity valuations.

In this podcast, OJM partners Jason O'Dell and Bob Peelman provide an overview of OJM tools that can help investors examine their finances and make any necessary changes. Jason and Bob discuss how an annual assessment of cash flow, retirement projections and risk score can help investors stay on track to meet their long-term financial goals.

In this podcast, OJM Wealth Advisor Andrew Taylor provides an overview of the SECURE Act, which delivers the most significant set of changes affecting retirement accounts in more than 13 years. Andrew outlines the new law’s provisions that employers and employees need to know, including changes to qualified retirement plans, required minimum distributions, IRA contributions and 529 plans.

Are your finances ready for 2020? In this addition to our podcast channel, OJM Group partners and team members offer advice for the new year that can help you protect personal and business assets, reduce your taxes and build wealth in 2020 and beyond.

OJM Wealth Advisor Bob Peelman outlines four year-end strategies that can help to optimize your Required Minimum Distribution, along with reducing or deferring your income tax liability.

In this Q&A podcast, OJM partners Carole Foos and Jason O’Dell discuss the ins and outs of Health Savings Accounts, including contribution limits and qualified expenses. Carole also outlines the important role HSAs can play in planning for medical expenses in retirement.

In the second installment of OJM's Money Milestones series, Director of Wealth Advisors Bob Peelman outlines important financial issues parents should discuss when planning to start a family. Topics for consideration include estate planning, budgeting, insurance and saving/investing for their child's college education.

In the first installment of OJM’s Money Milestones series, Wealth Advisor Adam Braunscheidel outlines important questions a married couple should discuss to get their marriage started on a strong financial footing.

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different than the average U.S. investor. Andrew discusses the importance of tax planning when making wealth management decisions, and how investment advice from the media and traditional investment products may not be geared for physicians and others in the highest tax brackets.