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

S&P 500 Posts YTD Gains & Interest Rates Drift Higher

The S&P 500 finished 1.6% lower during the month—it’s first negative month since February A…

VIDEOS

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Webcasts

Tax Update for Physicians

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

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Avoiding and Disarming Legal Landmines

Dr. Jeffrey Segal, a neurosurgeon, attorney and founder of Medical Justice, returns to the podcast…