ARTICLES
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
Investment Alternatives to Reduce Portfolio Risk
Most investors have concerns about the global economy. We are almost a decade removed from…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Health Savings Accounts
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
How Much Are You Paying Your Financial Advisor?
A recent survey by Cerulli Associates and Phoenix Marketing International found that nearly two out…
Surviving Market Volatility
KNOWING YOUR TOLERANCE FOR RISK There are no activities that are completely risk free. Whether…
Saving for the High Cost of College
Most Americans would agree that money spent on higher education is incredibly important, as assets…
The Importance of Asset Protection
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Tax Diversification
Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…
The Current State of Tax Reform
TAX UPDATE ON THE PROVISIONS IN THE BUILD BACK BETTER ACT While the passage of…
6 Financial Actions to Take During Uncertain Times
During a volatile market environment like we find ourselves in today, or the steep market…
Four Common Pitfalls in a Qualified Retirement Plan
OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
2 Investment Options: Upside Potential & Downside Protection
Faced with high inflation, potential interest rate hikes and a destabilizing international political environment, today’s…
Global Markets Rally Again: Third Quarter Key Takeaways