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...
View ArticleA 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...
View ArticleRECAST: 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...
View ArticleREQUEST 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...
View ArticleREQUEST 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...
View ArticleREQUEST 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...
View ArticlePHYSICIANS: 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...
View ArticlePHYSICIANS: 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...
View ArticleFIDUCIARY: 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...
View ArticlePHYSICIANS: 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...
View ArticleFIDUCIARY 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...
View ArticleOPINIONS: 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...
View ArticleSECOND 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...
View ArticleDAILY 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...
View ArticleFINANCIAL 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...
View ArticleFINANCIAL 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...
View ArticlePEP: 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...
View ArticleWhat 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:...
View ArticleDOL: 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...
View ArticleADVICE: 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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