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RECAST: An Interview with Fiduciary Bennett Aikin AIF®

On Financial Fiduciary Accountability [By Dr. David E. Marcinko MBA CMP] [By Ann Miller; RN, MHA] Currently, there is a growing dilemma in the financial sales and services industry. It goes something...

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A Fiduciary Comes with Responsibilities to the Client

By Stephen Kelley, CSA *** *** As a Registered Investment Adviser (RIA) with a Series #65 securities license, we hold a fiduciary duty to you. This means that we are legally bound to put your...

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RECAST: An Interview with Fiduciary Bennett Aikin AIF®

On Financial Fiduciary Accountability [By Dr. David E. Marcinko MBA CMP] [By Ann Miller; RN, MHA] Currently, there is a growing dilemma in the financial sales and services industry. It goes something...

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REQUEST A FIDUCIARY: Business, Financial or Management Second Opinion

By Ann Miller RN MHA *** *** Telephonic or electronic advice for medical professionals that is: Objective, affordable, medically focused and personalized Rendered by a pre-screened financial...

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REQUEST A FIDUCIARY: Business, Financial or Management Second Opinion

By Ann Miller RN MHA *** *** Telephonic or electronic advice for medical professionals that is: Objective, affordable, medically focused and personalized Rendered by a pre-screened financial...

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REQUEST A FIDUCIARY: Business, Financial or Management Second Opinion

By Ann Miller RN MHA *** *** Telephonic or electronic advice for medical professionals that is: Objective, affordable, medically focused and personalized Rendered by a pre-screened financial...

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PHYSICIANS: Fiduciary Coaching, Mentoring & Second Opinions

By Ann Miller RN MHA *** *** Career and Financial Planning Career, Business and Personal Financial Planning is a great opportunity to get your practice, finances and budgets in order before life gets...

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PHYSICIANS: Mentoring & Second Opinions

By Ann Miller RN MHA *** *** Career and Financial Planning Career, Business and Personal Financial Planning is a great opportunity to get your practice, finances and budgets in order before life gets...

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FIDUCIARY: Obtain an Unbiased 2nd Financial Advisory -or- Economic Practice...

*** Dr. David Edward Marcinko MBA CMP® Certified Medical Planner® SPONSOR: http://www.CertifiedMedicalPlanner.org *** FINANCIAL PLANNING CAREER DEVELOPMENT MEDICAL PRACTICE BUY IN / OUT INVESTMENT...

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PHYSICIANS: Executive Fiduciary Coaching, Mentoring & Second Investment...

ACT NOW! By Ann Miller RN MHA *** *** Career and Financial Planning Career, Business and Personal Financial Planning is a great opportunity to get your practice, finances and budgets in order before...

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FIDUCIARY OPINIONS: Secure Investment Advisory -OR- Medical Practice...

*** MARCINKO & ASSOCIATES, Inc. Dr. David Edward Marcinko MBA CMP® Certified Medical Planner® SPONSOR: http://www.CertifiedMedicalPlanner.org *** FINANCIAL PLANNING CAREER DEVELOPMENT MEDICAL...

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OPINIONS: Secure Unbiased Financial Planning -or- Economic Practice...

*** Dr. David Edward Marcinko MBA CMP® Certified Medical Planner® SPONSOR: http://www.CertifiedMedicalPlanner.org *** FINANCIAL PLANNING CAREER DEVELOPMENT MEDICAL PRACTICE BUY IN / OUT INVESTMENT...

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SECOND OPINIONS: Secure Investment Advisory -OR- Medical Practice Management...

*** MARCINKO & ASSOCIATES, Inc. Dr. David Edward Marcinko MBA CMP® Certified Medical Planner® SPONSOR: http://www.CertifiedMedicalPlanner.org *** FINANCIAL PLANNING CAREER DEVELOPMENT MEDICAL...

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DAILY UPDATE: Merck Up, KP and Junk Fees Down, Interest Rates Unchanged as...

SPONSOR: http://www.CertifiedMedicalPlanner.org *** http://www.MarcinkoAssociates.com Merck reported $640 million in sales for its Covid-19 drug, Lagevrio, in Q3 earnings, blowing past analyst...

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FINANCIAL PLANNING: Physician and Fiduciary Focused

(“Informed Voice of a New Generation of Fiduciary Advisors for Healthcare”) By Dr. David Edward Marcinko MBA CMP http://www.MarcinkoAssociates.com As fellow doctors, we understand better than most the...

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FINANCIAL PLANNING: Physician Niche Focused Fiduciaries

(“Informed Voice of a New Generation of Fiduciary Advisors for Healthcare”) By Dr. David Edward Marcinko MBA CMP http://www.MarcinkoAssociates.com As fellow doctors, we understand better than most the...

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PEP: What is a Pooled Employer “Defined Contribution” Plan?

RETIREMENT PLANNING By Staff Reporters *** *** A PEP is a defined contribution plan, such as a 401(k), in which multiple employers can participate. When employers join a PEP, they delegate their named...

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What is “Prudence” in Investment Management?

SPONSOR: http://www.MARCINKOASSOCIATES.com ON “PRUDENCE” IN FINANCE AND INVESTMENT MANAGEMENTCourtesy: http://www.CertifiedMedicalPlanner.org TERMS & DEFINITIONS FOR PHYSICIANS AND ALL INVESTORS:...

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DOL: Proposes “Best Interest” Retirement Investment Advice

SPONSOR: http://www.MARCINKOASSOCIATES.com *** *** The Department of Labor’s proposal aims to close governance loopholes and require financial advisers to give retirement advice in the best interests...

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ADVICE: Investment -OR- Medical Practice Management Second Fiduciary Opinions

*** MARCINKO & ASSOCIATES, Inc. SPONSOR: http://www.MARCINKOASSOCIATES.com Dr. David Edward Marcinko MBA CMP® Certified Medical Planner® SPONSOR: http://www.CertifiedMedicalPlanner.org ***...

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