ARTICLES
Should I Buy a Home or Rent?
The question of whether to purchase or rent a home is a hot topic within…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Should I Buy a Home or Rent?
The question of whether to purchase or rent a home is a hot topic within…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
The Beginner’s Guide to Investing for Doctors
You know the difference between “diverticulitis” and “diverticulosis.” You can react instantly and calmly when…
Four Common Pitfalls in a Qualified Retirement Plan
OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
S or C Corporations?
When choosing a structure for any business, including a medical practice, you are really making…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Have High-Interest Rates Accurately Predicted a Market Correction or Recession?
Many investors have recently been asking their advisors, “Is a recession coming?” This question is…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
Investment Alternatives to Reduce Portfolio Risk
Most investors have concerns about the global economy. We are almost a decade removed from…
Financial Planning for Physicians
If you're a medical practitioner, you probably know that physicians are among the highest-paid professionals…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
Don’t Outlive Your Money
Most investors, when considering their financial future, have a common concern – that they will…
Bear Market Offers Opportunity for Roth IRA Conversions
In May 2022, after several months of volatility across all financial markets, the S&P 500…
Health Savings Accounts
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
How Much Are You Paying Your Financial Advisor?
A recent survey by Cerulli Associates and Phoenix Marketing International found that nearly two out…
Surviving Market Volatility
KNOWING YOUR TOLERANCE FOR RISK There are no activities that are completely risk free. Whether…
Saving for the High Cost of College
Most Americans would agree that money spent on higher education is incredibly important, as assets…
Stubborn Inflation Drives Market Volatility