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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…

VIDEOS

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Webcasts

Tax Update for Physicians

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

PODCASTS

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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…