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OCM Publications

Informed and Empowered
We are pleased to share our perspective on important investment and wealth management issues.

Below are recent OCM articles of interest. Email us if you'd like articles to be emailed to you on a regular basis.


2009:

More Discipline, Less Drama.
Indexed ETF portfolios can protect against needless pitfalls

2008:

Portfolio Architecture
Building and maintaining your investment house

The fundamentals of ETF selection
How we choose investments at OCM

Learning through crisis
What the financial upheaval teaches us about selecting financial providers

OCM Three-Year Investment Results 9/2008
View Performance History

Warren Buffett bets on an index
Can the S&P 500 beat handpicked hedge funds?

Bonds 2.0
Bonds go real time, real diverse, real easy

Six reasons to turn off the TV
Why CNBC is the wrong channel for long-term investors

The Lost Decade
A Map and Compass for the Investment Wilderness

The Fortunate 400
Tax hints from the really rich

Benefiting from Fear
A checklist for long term investors

While You Were Sleeping
Rapid change means more choice in indexing

Lessons from the Year that Was
What 2007 teaches us about the future


Archive:   2007 | 2006