OJM GROUP
@OJMGroup
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A multidisciplinary financial firm whose team members have worked with 1,000+ clients in 47 states & written over 10 books on all aspects of wealth management.
Cincinnati, OH
Joined May 2012
Investing as a doctor requires the right tools and strategies. This handy infographic outlines several considerations and investment types. ๐โฌ๏ธ๐ https://t.co/z9KaKdMl0n
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๐๏ธ๐ง Attorney and Neurosurgeon, Dr. Jeffrey Segal, returns for Episode 4.2, where he and David discuss current legal landmines facing ๐ฉบ physicians. ๐ Link ๐งโฌ๏ธ https://t.co/smmUTWo8vA
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Despite a ๐ชจ rocky start to August, the S&P 500 remains up a ๐ robust 18.7% year-to-date while interest rates remain volatile. ๐โฌ๏ธ https://t.co/VJ33rs35w6
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To kick off Season 4 of the ๐๏ธ podcast, David welcomes a very special guestโhis father, radiologist ๐ฉบ Dr. Charles Mandell. ๐๐งโฌ๏ธ https://t.co/p2nbDo0AMT
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๐ Higher education is one of the best ๐ investments we can make for our children . However, the ๐ต high cost of college can be a barrier for many. ๐โฌ๏ธ https://t.co/wUNc6NGFHP
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OJM Group's investment team recaps the markets in July 2023 focusing on equities, decreasing inflation, and soft landing expectations. ๐ ๐ Link โฌ๏ธ https://t.co/UuflQVjL2s
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Since few of us can accurately predict our incomes for the near and long-term future, flexibility must be part of retirement planning! ๐๐ต๐ Read the full article by clicking the link below. ๐โฌ๏ธ https://t.co/7JYH7asEvn
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Our July market update covers the narrowest market in 50 years, ๐คartificial intelligence (ai) growth ๐ stocks, and our โ
Q2 takeaways. ๐ https://t.co/n5Hgh0klUu
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Rising inflation ๐ has caused many to reevaluate current ๐ต spending habits and led many investors to ๐ค rethink their retirement projections. ๐ https://t.co/thscVL8Ugw
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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
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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 ๐ โฌ๏ธ to listen ๐ง to this week's episode now! https://t.co/lYP39AIAcF
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OJM's Andrew Taylor, CFPยฎ 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 ๐ below โฌ๏ธ to read the full article. https://t.co/TIEtKFQjNs
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OJM Group's investment team recaps April 2023 as global equities rose ๐ amid regional banking stress and worsening leading economic indicators. https://t.co/BKBhf75anl
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OJM's David Mandell, JD, MBA, highlights important notes from a recent malpractice lawsuit and how proper asset protection may have helped. Click the ๐ to read ๐ article now. https://t.co/V9CpwQkjpU
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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 ๐ โฌ๏ธ to listen ๐ง now! https://t.co/QarnOfWGAc
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Former Top Gun aviator, David Valaer joins host David Mandell and shares the lessons learned and how he uses them with practices today. ๐๐งโฌ๏ธ https://t.co/au8l2FIagM
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This week, host David Mandell is joined by Dr. Erik Nuveen, MD, DMD, as they discuss entrepreneurship, his dual training, challenges, successes, and more. ๐๐๐ง Link below to listen now! https://t.co/SxuZoicqjH
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OJM's David Mandell, JD, MBA and Adam Braunscheidel, CFPยฎ outline why investors ๐ฐ should apply caution โ ๏ธ to their future tax liability and consider the long-term retirement strategy of tax diversification. ๐๐ https://t.co/jWNErZ90Mz
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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
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In this episode, David is joined by Dr. Michael Jerkins, internist, pediatrician, and co-founder and President of Panacea Financial. https://t.co/SH6fna1Fh5
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