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ARTICLES

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Monthly Investment Commentary

Elevated Valuations, Enduring Growth

In the fourth quarter, the S&P 500 gained 2.7%, lifting its year-to-date return to 17.9%.…

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

From Academia to Innovation (Part 1)

In Part one of this two‑part conversation, Dr. Peter Staats shares the formative experiences that shaped…