Client Login

ARTICLES

reviewing investment charts and market performance on a laptop
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

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 highlighting podcast guest Dr. Peter Staats
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…