ARTICLES
S or C Corporations?
When choosing a structure for any business, including a medical practice, you are really making…
How to Protect Your Home and Home Equity From Liability
Along with retirement and personal investment accounts, the family home (and its equity) is often…
2017 Tax Cuts and Jobs Act
Congress enacted sweeping tax reform in December which has widespread effects on both individuals and…
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Financial Planning for Physicians
If you're a medical practitioner, you probably know that physicians are among the highest-paid professionals…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
What You Should Know About the Biden Tax Proposals
With the Democrats controlling both houses of Congress, there is a likelihood that President Biden's…
Proactive Planning Can Reduce Taxes on Investments
This article offers six strategies to reduce taxes on investments, that could save you thousands…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Recent Cases Affect Protection of Assets in LLCs
As we kick off 2023, OJM partner David Mandell provides a high-level update on new…
Investing as a Doctor: 5 Tips for Beginners
As a doctor, you dedicate your life to caring for others and positively impacting their…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
6 Financial Actions to Take During Uncertain Times
During a volatile market environment like we find ourselves in today, or the steep market…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
2 Investment Options: Upside Potential & Downside Protection
Faced with high inflation, potential interest rate hikes and a destabilizing international political environment, today’s…
Have High-Interest Rates Accurately Predicted a Market Correction or Recession?
Many investors have recently been asking their advisors, “Is a recession coming?” This question is…
Fourth Quarter Gains End Challenging Year for Markets