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Monthly Investment Commentary

Tariff Uncertainty Causes Markets to Give Up Mid-February Gains

The S&P 500 notched a new all-time high in mid-February but quickly gave up those…

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 West Point to Wine

Watch or listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre.…