financial Archives - OJM Group

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

financial advisor reviewing options

Tax-Loss Harvesting

October 15, 2021

By Adam Braunscheidel, CFP®

tax form 1040 eggs in basket

Reduce Your Tax Liability with a Mega Backdoor Roth IRA

September 13, 2021

By Bob Peelman, CFP®

stock market quarterly report q2 2020

July Market Update and Key Takeaways From Q2

July 16, 2020

By Bob Peelman, CFP®

global stock abstract

June 2020 Stock Market Update

June 10, 2020

By Bob Peelman, CFP®

abstract market graphic

Monthly Market Update for May 2020

May 12, 2020

By Bob Peelman, CFP®

Understanding Risk: How Much Risk is Appropriate for Your Wealth Management Plan?

May 11, 2016

By John Miller

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

May 3, 2016

By John Miller

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