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

Markets Surge to New All-Time Highs in February

After surpassing its all-time high in January, the S&P 500 powered through the 5,000 level…

VIDEOS

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Webcasts

Health Savings Accounts

In this video, OJM Group Wealth Advisor Adam Braunscheidel, CFP® provides an overview of Health…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Maximizing Practice Revenue: Transforming Idle Office Space into Profit

In episode 4.13, host David Mandell interviews Shannon Seeberan, the co-founder of CloudMedSpas, a platform…