OJM GROUP

Helping our clients build and preserve their wealth, while reducing taxes.

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OJM Group's Disclosures
http://t.co/JjGUPWcUg8

[OJM GROUP @OJMGroup]

Investing as a doctor requires the right tools and strategies. This handy infographic outlines several considerations and investment types. 🔗⬇���👓
https://t.co/z9KaKdMl0n

[OJM GROUP @OJMGroup]

🎙️🎧 Attorney and Neurosurgeon, Dr. Jeffrey Segal, returns for Episode 4.2, where he and David discuss current legal landmines facing 🩺 physicians.

🔗 Link 🎧⬇️
https://t.co/smmUTWo8vA

[OJM GROUP @OJMGroup]

Despite a 🪨 rocky start to August, the S&P 500 remains up a 📈 robust 18.7% year-to-date while interest rates remain volatile. 🔗⬇️
https://t.co/VJ33rs35w6

[OJM GROUP @OJMGroup]

To kick off Season 4 of the 🎙️ podcast, David welcomes a very special guest—his father, radiologist 🩺 Dr. Charles Mandell.

🔗🎧⬇️

https://t.co/p2nbDo0AMT

[OJM GROUP @OJMGroup]

📚 Higher education is one of the best �� investments we can make for our children . However, the 💵 high cost of college can be a barrier for many. 🔗⬇️
https://t.co/wUNc6NGFHP

[OJM GROUP @OJMGroup]

OJM Group's investment team recaps the markets in July 2023 focusing on equities, decreasing inflation, and soft landing expectations. 📈

🔗 Link ⬇️
https://t.co/UuflQVjL2s

[OJM GROUP @OJMGroup]

Since few of us can accurately predict our incomes for the near and long-term future, flexibility must be part of retirement planning! 🔎💵📈

Read the full article by clicking the link below. 🔗⬇️
https://t.co/7JYH7asEvn

[OJM GROUP @OJMGroup]

Our July market update covers the narrowest market in 50 years, 🤖artificial intelligence (ai) growth 📈 stocks, and our ✅ Q2 takeaways.

🔗 https://t.co/n5Hgh0klUu

[OJM GROUP @OJMGroup]

Rising inflation 📈 has caused many to reevaluate current 💵 spending habits and led many investors to 🤔 rethink their retirement projections.

🔗https://t.co/thscVL8Ugw

[OJM GROUP @OJMGroup]

Dr. Scott Sigman sits down with David Mandell of The OJM Group to discuss private equity in orthopedics. From tax preparation and planning to asset protection, and more, this episode is full of educational content about private equity in orthopedics.

https://t.co/affzkOyi3E

[OJM GROUP @OJMGroup]

In the final episode of the 3rd season of the Wealth Planning for the Modern Physician Podcast, host David Mandell recaps all season 3 episodes and shares a pearl or two of insight from each. Click the link 🔗 ⬇️ to listen 🎧 to this week's episode now!

https://t.co/lYP39AIAcF

[OJM GROUP @OJMGroup]

OJM's Andrew Taylor, CFP® offers some tips that may help you get a better return on your cash and avoid getting a return below current market rates.

Click the 🔗 below ⬇️ to read the full article.
https://t.co/TIEtKFQjNs

[OJM GROUP @OJMGroup]

OJM Group's investment team recaps April 2023 as global equities rose 📈 amid regional banking stress and worsening leading economic indicators.

https://t.co/BKBhf75anl

[OJM GROUP @OJMGroup]

OJM's David Mandell, JD, MBA, highlights important notes from a recent malpractice lawsuit and how proper asset protection may have helped.

Click the 🔗 to read 📖 article now.
https://t.co/V9CpwQkjpU

[OJM GROUP @OJMGroup]

In this episode, host David Mandell is joined by Dr. Wendell Cole, a physician in training who is also a book author, entrepreneur. and podcast host.

Click the link 🔗 ⬇️ to listen 🎧 now!
https://t.co/QarnOfWGAc

[OJM GROUP @OJMGroup]

Former Top Gun aviator, David Valaer joins host David Mandell and shares the lessons learned and how he uses them with practices today. 🔗🎧⬇️

https://t.co/au8l2FIagM

[OJM GROUP @OJMGroup]

This week, host David Mandell is joined by Dr. Erik Nuveen, MD, DMD, as they discuss entrepreneurship, his dual training, challenges, successes, and more. 🔗👇🎧 Link below to listen now!

https://t.co/SxuZoicqjH

[OJM GROUP @OJMGroup]

OJM's David Mandell, JD, MBA and Adam Braunscheidel, CFP® outline why investors 💰 should apply caution ⚠️ to their future tax liability and consider the long-term retirement strategy of tax diversification.

🔗👉 https://t.co/jWNErZ90Mz

[OJM GROUP @OJMGroup]

Despite the stress in the banking system and the failure of Silicon Valley Bank, markets held up well and posted solid returns for the quarter.
https://t.co/G4D4PdTqeE

[OJM GROUP @OJMGroup]

In this episode, David is joined by Dr. Michael Jerkins, internist, pediatrician, and co-founder and President of Panacea Financial.
https://t.co/SH6fna1Fh5