Resources

Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.

ARTICLES

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Monthly Investment Commentary

AI and Big Tech Drive U.S. Equities to Record Highs

Throughout August investors were faced with mixed economic data and a steady stream of political…

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

How Practices Can Build the Right Physician Comp Models Today & Beyond

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…