ARTICLES
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
Health Savings Accounts and Retirement Planning
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
Don’t Outlive Your Money
Most investors, when considering their financial future, have a common concern – that they will…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
The Beginner’s Guide to Permanent Life Insurance for Physicians
Part of securing your finances as a physician is to plan for your family’s future…
Yield Curve Inversions Explained
“Yield curve inversion” has been in the news lately. You may be wondering exactly what…
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…
Saving for the High Cost of College
Most Americans would agree that money spent on higher education is incredibly important, as assets…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
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…
Money Milestones: Starting a Family
Major life events often trigger important questions about money and can significantly impact long-term financial…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
2024 Market Recap