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Video on Hedge Fund Manager Michael Burry MD
In The Subprime of His Life – My Story By Dr. David Edward Marcinko MBA, CMP™ [Editor-in-Chief] I am a long time fan of financial industry journalist Michael Lewis [Liars’ Poker, Moneyball and others]...
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Modern Retirement Planning for Physicians
The “AgeBander” Approach Presents a More Accurate Portrayal By Somnath Basu, PhD, MBA A convergence of mega-trends will forever change the face of retirement planning and raise its importance in the...
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Financial Advisory Reform Going Down in Flames
A [False] Hobson’s Choice* By Staff Reporters In political Washington DC, according to Ian Salisbury, almost anything will fly if you can make an argument it will benefit the middle class. It worked in...
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On American Health Care and Financial Services Competitiveness
A MEMORIAL DAY OPINION – EDITORIAL [Innovation - Not Nationalization - Can Again Lead] By Dr. David Edward Marcinko; FACFAS, MBA, CPHQ, CMP™ [Publisher-in-Chief] By Hope Rachel Hetico; RN, MHA, CPHQ,...
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Calling All Financial Advisors, Brokers, EAs, CFPs, CPAs, CFAs and RIAs to...
Contribute Your Insights to the ME-P By Ann Miller RN MHA [Executive-Director] You are cordially invited to contribute to the ME-P; one of the nation’s fastest growing professional networks for...
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Mike Kitces asks: What Can Financial Planners Learn from Suze Orman and Dave...
Follow Paretto’s Law – or Learn Something Unique and Compete? By Dr. David Edward Marcinko; FACFAS, MBA, CMP™ [Publisher-in-Chief] Michael Kitces is an industry pundit, and well known certified...
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The One-Woman Physician Investors Should Not Trust
Why We Should “Run” from the SEC’s Mary Schapiro By Dr. David Edward Marcinko MBA CMP™ [Publisher-in-Chief] OK, I’ve opined about fiduciary accountability for stock brokers, FAs and FPs - as well as...
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How to Become A Financial Advisor [Learned Profession or Professional Sales...
A Recent E-mail that I Received By Dr. David Edward Marcinko MBA, CMP™ www.CertifiedMedicalPlanner.com [Editor-in-Chief] As a former certified financial planner for almost 15 years, I was surprised to...
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Are “Financial Advisors” True Professionals or Employed Sales Representatives...
White House Sides With Sales Reps On Overtime Dr. David Edward Marcinko MBA CMP™ [ME-P Editor-in-Chief] www.CertifiedMedicalPlanner.org As the US Supreme Court is preparing to review the contentious...
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Is the CFP-BOD, and the CFP® mark, in Jeopardy? [VOTE]
Early CFP® Board Leader Says Future of Certification in Jeopardy [By Staff Reporters] The CFP® Board’s strategy of punishing some certificate holders over compensation disclosure issues in what...
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Why we cannot assume CFP® equals “Fiduciary”
By Rick Kahler MS CFP® One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical...
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Join the Medical Executive-Post
Publishing and Peer-Review Opportunities Always Available By Ann Miller; RN, MHA If you have academic credentials and experience like those of our contributing authors, subject matter experts and...
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Dig Deeper Than CFP® To Find a Financial Planner
CFP® is a Designation – Not a Guarantee! By Rick Kahler CFP® I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But...
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TODAY: World Financial Planning Day 2021
*** By Dr. David Edward Marcinko MBA CMP® SPONSOR: http://www.CertifiedMedicalPlanner.org WORLD FINANCIAL PLANNING DAY HISTORY The first World Financial Planning Day was held on October 4, 2017. The...
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UPDATE: Stock Markets, the Economy and Pandemic
By Staff Reporters SPONSOR: http://www.CertifiedMedicalPlanner.org *** Stock Markets: US stocks staged a big afternoon comeback for the second day in a row … but still not big enough to close in the...
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RECAST: An Interview with Fiduciary Bennett Aikin AIF®
On Financial Fiduciary Accountability [By Dr. David E. Marcinko MBA & Prof. Hope Rachel Hetico; RN, MHA, CMP] [By Ann Miller; RN, MHA] Currently, there is a growing dilemma in the financial sales...
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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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Dig Deeper Than CFP® To Find a Financial Planner
CFP® is a Designation – Not a Guarantee! By Rick Kahler CFP® I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But...
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HSA: An Estate Planning “CON”
HEALTH SAVINGS ACCOUNT SPONSOR: http://www.CertifiedMedicalPlanner.org By Staff Reporters *** *** DEFINITION: A Health Savings Account (HSA) is a tax-advantaged account created for or by individuals...
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DOCTOR: Are You a Financial Advisor’s “Customer” or “Client”?
By Dr. David Edward Marcinko MBA CMP SPONSOR: http://www.MarcinkoAssociates.com First – a little “insider expert” background on the confusion. It exists largely because of the influence that large...
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