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.