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ARTICLES

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Monthly Investment Commentary

Fed Policy, Strong Earnings, and Shifting Momentum

Investors are navigating a demanding environment, where forces are pulling in opposite directions. Equity markets…

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 Pediatrics to Scrub Sisters

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