financial Archives | OJM Group

David Mandell Articles

Why Your Long-Term Financial Plan Must Be Flexible

David Mandell Andrew Taylor Articles

Sequence of Returns Risk

Wealth Planning for the Modern Physician Podcast

Season 2 Recap: An Executive Summary of All 20 Episodes

Adam Braunscheidel Articles

Tax-Loss Harvesting

Past Article Archive Bob Peelman

Reduce Your Tax Liability with a Mega Backdoor Roth IRA

Monthly Investment Commentary

July Market Update and Key Takeaways From Q2

Monthly Investment Commentary

June 2020 Stock Market Update

Monthly Investment Commentary

Monthly Market Update for May 2020

Articles

Sell in May and Go Away: Is it a Sensible Strategy for You?