ARTICLES
Yield Curve Inversions Explained
“Yield curve inversion” has been in the news lately. You may be wondering exactly what…
Maximizing the Two-Fold Benefits of Your Charitable Donations
At year-end, many consider donations to charities but are not quite sure of the best…
Recent Cases Affect Protection of Assets in LLCs
As we kick off 2023, OJM partner David Mandell provides a high-level update on new…
What You Need To Know if You May Inherit an IRA
As baby boomers age into their 70’s and 80’s, it is estimated that over $84…
How to Protect Your Home and Home Equity From Liability
The family home (and its equity) is often one of the most valuable assets you…
Saving for the High Cost of College
Most Americans would agree that money spent on higher education is incredibly important, as assets…
Federal Reserve Rate Cutting Cycle
After an historic rate hike cycle that was the fastest on record and largest in…
Equities Rally Post-Election After Slight October Dip
Global stocks (MSCI ACWI) declined slightly in October, falling 2.24%. Within the US, large cap…
Have High-Interest Rates Accurately Predicted a Market Correction or Recession?
Many investors have recently been asking their advisors, “Is a recession coming?” This question is…
The Beginner’s Guide to Tax Planning for Doctors
When you’re a high-income earner with lots of expenses, like a doctor, tax season is…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
Inflation and Your Investments
Inflation is a popular topic in the financial media this spring. This short article is…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Bear Market Offers Opportunity for Roth IRA Conversions
In May 2022, after several months of volatility across all financial markets, the S&P 500…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
The Starter Guide to Doctor Benefits: 401(k)s and Much More
Competitive benefits are necessary to attract top talent, and employers in the medical field understand…
Retiring Well for Today’s Physician
How does a physician “retire well”? That answer, unsurprisingly, has been changing over time. Historically,…
Boost Tax Deductions & Retirement Savings
A Cash Balance Plan is a Qualified Retirement Plan (QRP) that can provide physicians and…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Should I Buy a Home or Rent?
The question of whether to purchase or rent a home is a hot topic within…
Three Strategies to Implement for a Retirement-Ready Future
An effective retirement plan cannot simply be established at the start of one’s career and…
Equities Rally Post-Election After Slight October Dip