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ARTICLES

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Monthly Investment Commentary

AI and Big Tech Drive U.S. Equities to Record Highs

Throughout August investors were faced with mixed economic data and a steady stream of political…

VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

How Practices Can Build the Right Physician Comp Models Today & Beyond

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…