financial Archives - OJM Group

financial team reviewing long-term retirement plan

Why Your Long-Term Financial Plan Must Be Flexible

August 11, 2023

By David B. Mandell, JD, MBA

image of magnifying glass on volatile stock market index

Sequence of Returns Risk

August 3, 2023

By David B. Mandell, JD, MBA

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®

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

May 3, 2016

By John Miller

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