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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David Mandell

Understanding Bonds: Do They Belong in Your Portfolio?

Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…

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 Scalpel to Strategy

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell…