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

financial advisor solutions
Adam Braunscheidel

Six Financial Actions to Take in Uncertain Times

During a volatile market environment like we find ourselves in today, or the steep market…

VIDEOS

physician financial advisor looking at tax issues
Webcasts

Tax Update for Physicians

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

PODCASTS

Wealth Planning for the Modern Physician Podcast season 2 recap
Wealth Planning for the Modern Physician Podcast

Season 2 Recap: An Executive Summary of All 20 Episodes

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