Resources

Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.

ARTICLES

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Monthly Investment Commentary

Equities Rally Post-Election After Slight October Dip

Global stocks (MSCI ACWI) declined slightly in October, falling 2.24%. Within the US, large cap…

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

Innovating Healthcare with Hospitality with Dr. Benjamin Ostrander

Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, who delivered a…