Tax-Loss Harvesting: An Important Tactic Every Dermatologist Should Consider
To properly execute loss harvesting and reinvestment properly, without running afoul of Internal Revenue Service rules, it is crucial that one works with a professional adviser experienced in these matters.
Rule 1 for Investing During Volatile Markets: Stick to Your Plan
In this month's financial planning column, the OJM group talks about volatile markets and how to navigate investing in uncertain times.
Experts Discuss How to Know if Your Practice’s Retirement Plan at Risk
In this video interview, David Mandell, JD, MB, and Adam Braunscheidel, discuss why physician practices often have difficulties with retirement planning
Is Your Practice’s Retirement Plan at Risk?
Mandell is an attorney and founder of the wealth management firm OJM Group in Cincinnati, Ohio. Braunscheidel is a wealth adviser at OJM Group.