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

image graphic representing bonds
Andrew Taylor

Why Are Bonds Losing Money?

WHAT ACTIONS SHOULD I TAKE? The Bloomberg U.S. Aggregate Bond Index experienced its worst-performing quarter…

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

inflation word art
Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…