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

Tariff Uncertainty Causes Markets to Give Up Mid-February Gains

The S&P 500 notched a new all-time high in mid-February but quickly gave up those…

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

Maximizing Physician Success

Host David Mandell welcomes Dr. Jude Pierre back to the podcast for an engaging discussion…