Client Login


Interest rates increasing image
Monthly Investment Commentary

S&P 500 Posts YTD Gains & Interest Rates Drift Higher

The S&P 500 finished 1.6% lower during the month—it’s first negative month since February A…


physician financial advisor looking at tax issues

Tax Update for Physicians

OJM Group Partner Carole Foos, CPA, provides an overview of the Build Back Better Act…


banner image for dr. jefrey segal podcast interview
Wealth Planning for the Modern Physician Podcast

Avoiding and Disarming Legal Landmines

Dr. Jeffrey Segal, a neurosurgeon, attorney and founder of Medical Justice, returns to the podcast…