OJM partner Jason O’Dell and Bob Peelman, Director of Wealth Advisors, discuss the September 18th Fed rate cut and the potential for an additional rate cut in 2019. They discuss the effect of rate cuts and other economic indicators on key U.S. stocks and the importance of reviewing financial goals and strategies in the 4th Quarter.

OJM principal Jason O’Dell and Adam Braunscheidel, Wealth Advisor, provide background on the current trade war with China and its affect on global markets. Adam discusses the importance of maintaining a consistent investment process with a mix of asset classes to ride out short-term volatility and achieve long-term financial goals.

OJM Director of Wealth Advisors Bob Peelman examines U.S. and global economic factors affecting the recent increase in market volatility.

He provides an outlook for global financial markets and discusses the impact of current volatility on portfolio diversification strategies and individual financial planning decisions.

OJM Group partner Jason O’Dell discusses the importance of disability insurance for physicians and other professionals who want to protect the value of their future incomes. Jason defines the various types of Disability Insurance, explains the underwriting process for this type of coverage and offers guidelines for choosing a policy that meets your needs.

OJM Group partner Jason O'Dell provides an overview of Cash Balance Plans and discusses how these modern qualified retirement plans can be a powerful way to save for retirement while reducing taxable income.

In this Q&A session, OJM Wealth Advisors Bob Peelman and Adam Braunscheidel discuss the “opportunity zones” designated by the Tax Cuts and Jobs Act and outline the significant tax incentives available when investing realized capital gains in funds benefiting these economically distressed communities.

OJM Wealth Advisor Andrew Taylor, CFP, defines “Alternative Investments” and discusses why the average investor’s portfolio may not include this asset class. He provides investors with questions that can help determine if alternative investments are right for your portfolio.

OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance in 2019’s first quarter and discusses some possibilities for what may come next in the coming months. He emphasizes the importance of working with an experienced advisor to maintain a diversified portfolio to minimize the effects of market volatility.

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the wealth management options available to investors, including self-directed or “DIY” investing. Andrew discusses the pros and cons of each option and offers tips for choosing or evaluating a professional advisor.

In this Q&A podcast, OJM Group Wealth Advisor answers FAQ’s from physicians regarding options for investment advice, how to choose an advisor, and pros and cons of the DIY investing model. Naren Arulrajah, founder and CEO of the Growing Dermatologist podcast show, answers questions on effective website marketing for medical practices.