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

Steady Gains Amid Policy and Geopolitical Uncertainty

Equity markets extended their gains in October, showing little concern for mounting policy and 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

Ethical Entrepreneurship in Medicine

In this episode, host David Mandell welcomes Dr. Paul Lynch, a double board-certified anesthesiologist and…