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ARTICLES

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Monthly Investment Commentary

Markets Reach New Highs Amid Tariff and Fed Uncertainty

July was an eventful month for markets, as investors balanced encouraging economic data with uncertainty.…

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

The Journey from Solo Practice to Industry Leader

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