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

Markets Reach New Highs Amid Tariff and Fed Uncertainty

July was an eventful month for markets, as investors balanced encouraging economic data with uncertainty.…

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

HIGHLIGHTS OF SEASON 5

In this final episode of Season 5, host David Mandell recaps the season’s key themes…