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ARTICLES

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David Mandell

Understanding Bonds: Do They Belong in Your Portfolio?

Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…

VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

ESOPs for Doctors

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…