Recently Published

RECENT ARTICLES
"It’s Warren Buffett Time Again"
November 26, 2018
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Investments
"New Hires"
May 26, 2018
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General
“Protecting Income”
August 26, 2017
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Retirement Planning
RECENT ARTICLES
"Fiduciary Standard"
October 30, 2016
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Compliance
“A Day With The SEC”
September 4, 2013
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Compliance
RECENT ARTICLES
"Alert: Illinois 529 Plan Distributions for K-12 Tuition"
February 27, 2018
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Education Planning
“New Tax Law Update”
December 22, 2017
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Tax Planning
"Rules of Thumb"
April 15, 2017
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Financial Planning
RECENT ARTICLES
“The 8 Year Bull”
February 28, 2017
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Investments
"Multi Assets and Their Strategies"
November 1, 2016
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Investments

The OFM Wealth Newsletter (Archive)

4th Quarter 2018
Diversification in 2018: Worst Year Ever!
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3rd Quarter 2018
Retirement Transition Plan
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2nd Quarter 2018
Not Your Father’s Stock Market
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1st Quarter 2018
RETIREMENT SPENDING BALANCING ACT
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4th Quarter 2017
Thought Bubbles
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3rd Quarter 2017
Protecting Income
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