Posts - OJM Group

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Lessons from An Aesthetic Practice Sale

December 5, 2022

By Dominic Mazzone

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Loans for Physicians, From Physicians

November 21, 2022

By Dr. Zwade Marshall

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November Market Update: US Stocks Surge Following Recent Losses

November 9, 2022

By Bob Peelman, CFP®

Treasury Inflation Protected Securities

November 7, 2022

By David B. Mandell, JD, MBA

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How We Work With Physicians

November 1, 2022

By David B. Mandell, JD, MBA

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Varied Ventures, an Orthopedic Podcast and #Followthefro

October 31, 2022

By Dr. Scott Sigman

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The Present & Future of the Healthcare Industry

October 14, 2022

By Dana Jacoby

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Tax Reduction Opportunity for Medical Practices

October 12, 2022

By Carole C. Foos, CPA

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October Market Update & Investment Outlook

October 12, 2022

By Bob Peelman, CFP®

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From Branding to Charitable Pursuits to Entrepreneurship & More

October 4, 2022

By Dr. Travis Clegg

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All Things Real Estate

September 19, 2022

By Trisha Talbot

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Tax Diversification

September 16, 2022

By David B. Mandell, JD, MBA

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September Market Update

September 16, 2022

By Bob Peelman, CFP®

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Exiting Partners From a Practice

September 6, 2022

By Jason Greis, JD

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Six Financial Actions to Take in Uncertain Times

August 12, 2022

By Adam Braunscheidel, CFP®

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US Stocks and Bonds Post Best Month of 2022

August 12, 2022

By Bob Peelman, CFP®

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Bear Market Offers Opportunity for Roth IRA Conversions

July 15, 2022

By Bob Peelman, CFP®

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Q2 Market Recap and Portfolio Update

July 15, 2022

By Bob Peelman, CFP®

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U.S. Equities Post May Gains; CPI Triggers Early June Sell-Off

June 10, 2022

By Bob Peelman, CFP®

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Surviving Market Volatility

June 7, 2022

By Adam Braunscheidel, CFP®

Wealth Planning for the Modern Physician Podcast season 2 recap

Season 2 Recap: An Executive Summary of All 20 Episodes

May 23, 2022

By David B. Mandell, JD, MBA

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Why Are Bonds Losing Money?

May 11, 2022

By Andrew Taylor, CFP®

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Equity and Fixed Income Markets Post Losses as U.S. Dollar Strengthens

May 11, 2022

By Bob Peelman, CFP®

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All Things Ambulatory Surgery Centers (ASC)

May 9, 2022

By Jason Greis, JD

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How Private Practices Can Improve Their Payor Contracts

April 25, 2022

By Brett Spark

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Q1 2022 Market Recap & Portfolio Update

April 18, 2022

By Bob Peelman, CFP®

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Is a Recession on the Horizon?

April 13, 2022

By Bob Peelman, CFP®

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Tax Update & The Billionaire’s Tax Tactic You Can Use

April 11, 2022

By Carole C. Foos, CPA

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Entrepreneurship, Wealth Management, and Government Involvement

March 28, 2022

By Dr. John Prunskis

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Insights from Executive, Entrepreneur & Consultant

March 14, 2022

By Louis Frisina, MBA

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Russian Invasion of Ukraine Drives Market Volatility & Losses

March 10, 2022

By Bob Peelman, CFP®

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Equity-Indexed Universal Life Insurance and Structured Notes

March 10, 2022

By David B. Mandell, JD, MBA

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Tax Update for Physicians

March 9, 2022

By Carole C. Foos, CPA

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Insights A Few Years Beyond a Private Equity Transaction

March 2, 2022

By Andy Blankemeyer

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Non-Qualified Plans

February 25, 2022

By David B. Mandell, JD, MBA

Improving How You Work With Your People

February 14, 2022

By Frank Maselli

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The Current State of Tax Reform

February 14, 2022

By Carole C. Foos, CPA

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Volatility and Looming Rate Increase Lead to Negative Returns

February 14, 2022

By Bob Peelman, CFP®

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Anatomy of A Mission-Focused, Award-Winning Practice

February 1, 2022

By Dr. Benjamin Domb

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Medical Practice Mergers & Acquisitions

January 17, 2022

By Gary Herschman, JD

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Long-Term Care Planning

January 13, 2022

By David B. Mandell, JD, MBA

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