Client Login

ARTICLES

image showing market investment charts
Monthly Investment Commentary

Markets Reach New Highs Amid Tariff and Fed Uncertainty

July was an eventful month for markets, as investors balanced encouraging economic data with uncertainty.…

VIDEOS

image showing wealth strategies for today's physician
Playbook

Asset Protection 101

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

PODCASTS

banner image for wealth planning for the modern physician season 5 highlights episode
Wealth Planning for the Modern Physician Podcast

HIGHLIGHTS OF SEASON 5

In this final episode of Season 5, host David Mandell recaps the season’s key themes…