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

nice midwest home
Bob Peelman

Should I Buy a Home or Rent?

The question of whether to purchase or rent a home is a hot topic within…

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

Banner for Season 4 recap of the Wealth Planning for the Modern Physician Podcast
Wealth Planning for the Modern Physician Podcast

Highlights & Insights: Recapping the Episodes of Season 4

In this 19th and final episode of Season 4, host David Mandell recaps the season’s 18…