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    Dr. Marcinko is originally from Loyola University MD, Temple University in Philadelphia and the Milton S. Hershey Medical Center in PA; as well as Oglethorpe University and Emory University in Georgia, the Atlanta Hospital & Medical Center; Kellogg-Keller Graduate School of Business and Management in Chicago, and the Aachen City University Hospital, Koln-Germany. He became one of the most innovative global thought leaders in medical business entrepreneurship today by leveraging and adding value with strategies to grow revenues and EBITDA while reducing non-essential expenditures and improving dated operational in-efficiencies.

    Professor David Marcinko was a board certified surgical fellow, hospital medical staff President, public and population health advocate, and Chief Executive & Education Officer with more than 425 published papers; 5,150 op-ed pieces and over 135+ domestic / international presentations to his credit; including the top ten [10] biggest drug, DME and pharmaceutical companies and financial services firms in the nation. He is also a best-selling Amazon author with 30 published academic text books in four languages [National Institute of Health, Library of Congress and Library of Medicine].

    Dr. David E. Marcinko is past Editor-in-Chief of the prestigious “Journal of Health Care Finance”, and a former Certified Financial Planner® who was named “Health Economist of the Year” in 2010. He is a Federal and State court approved expert witness featured in hundreds of peer reviewed medical, business, economics trade journals and publications [AMA, ADA, APMA, AAOS, Physicians Practice, Investment Advisor, Physician’s Money Digest and MD News] etc.

    Later, Dr. Marcinko was a vital and recruited BOD  member of several innovative companies like Physicians Nexus, First Global Financial Advisors and the Physician Services Group Inc; as well as mentor and coach for Deloitte-Touche and other start-up firms in Silicon Valley, CA.

    As a state licensed life, P&C and health insurance agent; and dual SEC registered investment advisor and representative, Marcinko was Founding Dean of the fiduciary and niche focused CERTIFIED MEDICAL PLANNER® chartered professional designation education program; as well as Chief Editor of the three print format HEALTH DICTIONARY SERIES® and online Wiki Project.

    Dr. David E. Marcinko’s professional memberships included: ASHE, AHIMA, ACHE, ACME, ACPE, MGMA, FMMA, FPA and HIMSS. He was a MSFT Beta tester, Google Scholar, “H” Index favorite and one of LinkedIn’s “Top Cited Voices”.

    Marcinko is “ex-officio” and R&D Scholar-on-Sabbatical for iMBA, Inc. who was recently appointed to the MedBlob® [military encrypted medical data warehouse and health information exchange] Advisory Board.

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The Drug Pricing “Theory of Relativity”

ONE SIGN SAYS IT ALL

[By staff reporters]

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A Medicare Shared-Savings Program Snapshot

CIRCA: ACOs 2020

By http://www.MCOL.com

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Product DetailsProduct Details

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Need Quality Health Care?

FOR ALL … ALL!

[By staff reporters]

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Product DetailsProduct Details

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Market Risk & The All-Terrain Portfolio

Interview by RealVision (In case you missed it)
By Vitaliy Katsenelson CFA
***
DEAR ANN AND ME-P READERS: I wanted to share with you a recent interview I did with RealVision TV.
***
If you haven’t heard of them, RealVision is an internet-based video platform that features serious, long-form interviews with leading financial thinkers – think of it as “CNBC for grown-ups.” I’ve personally watched a bunch of their interviews, and always find them challenging and enjoyable.
***
When I was recently in New York, I sat down with Tony Greer of TG Macro to discuss IMA’s All-Terrain Portfolio, Tesla, Bitcoin, oil, the dollar, value investing, and more – all the usual suspects.
******
LINK:
If you’re interested, you can check out the interview above or read a transcript of it here.
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Assessment: Your thoughts are appreciated.
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BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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Product DetailsProduct Details

 

On Prior Authorization [PA]

A Physician Survey CIRCA: 2018

[By AMA]

DEFINITION: Prior authorization is a utilization management process used by some health insurance companies in the United States to determine if they will cover a prescribed procedure, service, or medication. The process is intended to act as a safety and cost-saving measure although it has received criticism from physicians for being costly and time-consuming.

LINK: https://www.amazon.com/Dictionary-Health-Insurance-Managed-Care/dp/0826149944/ref=sr_1_4?ie=UTF8&s=books&qid=1275315485&sr=1-4

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The “KUZNETS” Curve

The “KUZNETS” Curve

Courtesy: www.CertifiedMedicalPlanner.org

In economics, a Kuznets curve (/ˈkʌznɛts/) graphs the hypothesis that as an economy develops, market forces first increase and then decrease economic inequality.

LINK: https://www.amazon.com/Dictionary-Health-Economics-Finance-Marcinko/dp/0826102549/ref=sr_1_6?ie=UTF8&s=books&qid=1254413315&sr=1-6

The hypothesis was first advanced by economist Simon Kuznets in the 1950s and 1960s.

PODCAST: https://www.bing.com/videos/search?q=Kuznets+Curve&view=detail&mid=A5D7EFB417EC37F3CDFEA5D7EFB417EC37F3CDFE&FORM=VIRE

Assessment: Your thoughts are appreciated.

BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Product DetailsProduct DetailsProduct Details

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THE EMERGENCY FUND FOR PHYSICIANS – IT’S HUGE!

THE EMERGENCY FUND FOR PHYSICIANS

Courtesy: https://lnkd.in/eBf-4vY

NOW NOT SO “BORING”

Forget a 6 Month Reserve – Cash is More Vital Than Ever!

I was speaking at a medical conference recently and learned that this basic question is again generating much collegial speculation, of late.

CRISIS MANAGEMENT: https://lnkd.in/epnGqkq

MORE TOPICS: https://lnkd.in/e7WrDj9

Previously considered so mundane – as to be dismissed by some haughty physicians – it has acquired increased urgency a decade after the PP-ACA, current stock-market run-up, and future political specter of M4A, etc. And so; perhaps it is not so “boring” after all!

ESSAY: https://lnkd.in/eM7M6au

ESSAY: https://lnkd.in/eM7M6au

Assessment: Your thoughts and comments are appreciated.

BUSINESS, FINANCE & INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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PP-ACA Silver Plan Premiums

CIRCA – 20290

By http://www.MCOL.com

***

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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On Investing: “RISK ADJUSTED RATE OF RETURN”

WHY DOCTORS MUST APPRECIATE “RISK ADJUSTED RATE OF RETURN”

Courtesy: https://lnkd.in/eBf-4vY

[Understanding Vital Investing and Financial Calculations]

Performance measurement, like an annual physical examination, is a vital feedback loop to monitor progress toward the goals of any investment program.

DEFINITIONS: https://lnkd.in/eJNz355

Performance comparisons to market indices and / or peer groups are a useful part of this feedback loop, as long as they are considered in the context of the market environment; and with the limitations of a market index and/or manager data base construction, ie., risk.

QUERY: How can physician investors, eliminate biases of the market environment by adjusting performance for the risk assumed by their portfolios?

ANSWER: Colleagues Timothy J. McIntosh MBA CFP®MPH and Jeffery S. Coons PhD CFA explain further.

ESSAY: https://lnkd.in/evKA6BP

Assessment: Your thoughts and comments are appreciated.

BUSINESS, FINANCE AND INVESTING TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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Twenty [20] Habits of “Eventual” Millionaires

But, Maybe NOT … Doctors!

By staff reporters

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Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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2020: Stock Markets Party Like It’s 1999?

2020: Party Like It’s 1999?

By Vitaliy Katsenelson CFA

The stock market marched higher for the year even though US companies as a whole did not become more valuable, just more expensive, as earnings failed to grow from 2018 to 2019. Earnings are estimated to be up about 5% for 2020 (though these estimates are usually revised down as the year progresses).

If you look at the quality of this non-growth, then the rose-tinted glasses of the average stock market investor quickly prove inadequate. Corporate debt is up 5% in 2019, and a good chunk of the increase went into stock buybacks. As stocks become  expensive their benefit from earnings per share growth diminishes.

LINK: https://contrarianedge.com/2020-party-like-its-1999/?utm_source=IMA++-+Main+Articles&utm_campaign=ef3ee0520d-2020_PARTY_1999&utm_medium=email&utm_term=0_f1c90406d1-ef3ee0520d-55139025

Assessment: Your thoughts are appreciated.

BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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CREATING A MEDICAL PRACTICE BUSINESS PLAN IN 2020

CREATING A MEDICAL PRACTICE BUSINESS PLAN IN 2020

Courtesy: https://lnkd.in/eBf-4vY

[A Written Transcript on Launching Your New Business]

I was asked by medical colleagues – and their bankers, CPAs and advisors – to speak about this topic several times last year.

Now, with the specter of M-4-A etc; it certainly is a vital concern to all young doctors & medical professionals whether live, audio recorded or in podcast form. And so, here is a written transcript of a recent presentation for your review.

NOTE: As a teacher, writer, editor and publisher, I’ve found that the written word often surpasses oral presentations, in the long run, when it comes to granular understanding and practical knowledge.

TRANSCRIPT: https://lnkd.in/ezukUVB

Assessment: Your thoughts are appreciated.

BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Product DetailsProduct Details

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SOCIAL IMPACT INVESTING AND THE MSFT CORPORATION?

SOCIAL IMPACT INVESTING & THE MODERN CORPORATION?

Courtesy: https://lnkd.in/eBf-4vY

Microsoft to Erase its Carbon Footprint by 2030?

Microsoft Corporation [MSFT] just said it aims to remove more carbon from the atmosphere than it emits by 2030 and that by 2050, it hopes to have taken out enough to account for all the direct emissions the company has ever made.

QUERY: So, what is the purpose of a modern corporation today? Has it changed and who does it serve – Shareholders -OR- Stakeholders?

ESSAY: https://lnkd.in/ehwyC22

Assessment: Your thoughts and comments are appreciated.

BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Product DetailsProduct Details

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A SYNOPSIS OF MY ADVISORY FEES & BUSINESS MODEL

A SYNOPSIS OF MY ADVISORY FEES & CONSULTING BUSINESS MODEL

Courtesy: https://lnkd.in/eVGcji5

[Authentic Consulting for Physicians & Medical Colleagues]

My fee is $250 per hour prorated, so you only pay for the time used. This fee covers almost any medical practice management, insurance and risk management, personal financial planning or investment related topic, including document review, phone or Skype® consultation, research and/or written investment strategies.

MODEL: https://lnkd.in/eVWcyaq

IOW: No high water marks, no claw-back fees, sales or commissions, front or back end loads, 12[b]-1 fees or Assets Under Management [AUM] charges; etc. “Pay-as-you-Go”; period! Client Centricity.

TOPICS: https://lnkd.in/e7WrDj9

2nd OPINIONS: https://lnkd.in/dw7FHyP

INVITE: https://lnkd.in/e3-SFmb Your thoughts are appreciated.

CONTACT: Ann Miller RN MHA CMP® PHONE: 770-448-0769

EMAIL: MarcinkoAdvisors@msn.com

BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Product DetailsProduct Details

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More on Physician “Burn-Out”

MORE ON PHYSICIAN “BURNOUT” TODAY

Courtesy: https://lnkd.in/eBf-4vY

Does it Really Exist? – Maybe Not!

According to the World Health Organization, occupational burnout is a syndrome linked to long-term, unresolved, work-related stress.

Since May 2019, the WHO stipulated that burnout must be understood as being specifically work-related; and result in symptoms such as “feelings of energy depletion or exhaustion; increased mental distance from one’s job, or feelings of negativism or cynicism related to one’s job; and reduced professional efficacy.”

LINK: https://lnkd.in/e9AmEhd

While burnout influences health and may be a reason for people contacting health services, it is not itself classified by the WHO as a valid medical condition.

QUERY: So, what about physician “burnout”? Real -OR- perceived?

ESSAY: https://lnkd.in/d7qcT-m

MORE: https://lnkd.in/eVkV83T

PODCAST: https://lnkd.in/en7KGh3

Assessment: Your thoughts are appreciated.

BUSINESS, FINANCE & INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Product DetailsProduct Details

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HARD “SELLING” FINANCIAL ADVICE

DOCTOR COLLEAGUES BEWARE = HARD “SELLING” FINANCIAL ADVICE

Courtesy: https://lnkd.in/eBf-4vY

Please Know – It’s all about Sales, Sales and Sales!

Steve Forbes, editor of the well-respected financial publication Forbes Magazine, once said:

“You make more selling advice than following it. It’s one of the things we count on in the magazine business, along with the short memory of our readers.”

ESSAY: https://lnkd.in/ebGmB7W

MORE: https://lnkd.in/er8tQ8y

Assessment: Your thoughts are appreciated.

BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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How to become a board CERTIFIED MEDICAL PLANNER®

HOW TO BECOME A BOARD

CERTIFIED MEDICAL PLANNER®

[Two Program Matriculation Options Available]

http://www.CertifiedMedicalPlanner.org

CURRICULUM: Enter CPMs

[PHYSICIAN FOCUSED FINANCIAL PLANNING AND RISK MANAGEMENT COMPANION TEXTBOOK SET]

  Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™     Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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MEDICAL PRACTICE VALUATION BLUNDERS

COMMON MEDICAL PRACTICE VALUATION BLUNDERS TO AVOID?

Courtesy: www.CertifiedMedicalPlanner.org

A Medical Practice business valuation is a set of procedures to estimate the economic value of a physician owner’s interests. Valuation is used to determine the price they are willing to pay or receive to affect a sale of the practice.

LINK: https://www.amazon.com/Dictionary-Health-Economics-Finance-Marcinko/dp/0826102549/ref=sr_1_6?ie=UTF8&s=books&qid=1254413315&sr=1-6

The same valuation tools are often used to resolve disputes related to estate and gift taxation, divorce litigation, allocated purchase price among business assets, establish a formula for estimating the value of partners’ ownership interest for buy-sell agreements, and other business and legal purposes.

QUERY: But, what are the most common medical practice valuation blunders to avoid? Written over a decade ago, this white paper highlights the most common mistake still seen today.

WHITE PAPER: https://healthcarefinancials.files.wordpress.com/2011/12/medical-practice-valuation-blunders1.pdf

Your thoughts are appreciated.

BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

What is a BOLLINGER BAND?

What Is a Bollinger Band®?

Courtesy: www.CertifiedMedicalPlanner.org

More on Technical Analysis

A Bollinger Band® is a technical analysis tool defined by a set of lines plotted two standard deviations (positively and negatively) away from a simple moving average of the security’s price, but can be adjusted to user preferences.

LINK: https://www.amazon.com/Dictionary-Health-Economics-Finance-Marcinko/dp/0826102549/ref=sr_1_6?ie=UTF8&s=books&qid=1254413315&sr=1-6

Bollinger Bands® were developed and copyrighted by the famous technical trader John Bollinger.

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PODCAST: https://www.youtube.com/watch?v=13oogPJwWAM

Your thoughts are appreciated.

BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:

1 – https://lnkd.in/ebWtzGg

2 – https://lnkd.in/ezkQMfR

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

“Big-Tech” Market Capitalization Round-Up

 Round-UpCIRCA 2010 – 2019

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Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

The World as “100 People”

Over the Last Two Centuries

By staff reporters

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MORE: https://www.100people.org/statistics_100stats.php?section=statistics

PODCAST: https://www.bing.com/videos/search?q=the+workld+as+100m+people&view=detail&mid=A95E2E6665178042B27EA95E2E6665178042B27E&FORM=VIRE

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Product DetailsProduct DetailsProduct Details

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The Price of Bitcoin Round-Up

CIRCA: 2013 – 2019

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Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

[Dr. Cappiello PhD MBA] *** [Foreword Dr. Krieger MD MBA]

Front Matter with Foreword by Jason Dyken MD MBA

Book of Month

 

The SECURE Act?

Maybe Not!

By Rick Kahler CFP

The Grinch who stole Christmas is alive and well this year—in the US Congress. Our Representatives and Senators passed a bill that negatively affects the middle and working class by changing the rules of passing on an IRA. Now adult children who inherit IRAs will be required to drain them within 10 years and pay all the taxes on the distributions and future earnings.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which changes many of the rules of US retirement laws, was approved almost unanimously (417-3) by the House of Representatives and the Senate (81-11). South Dakota’s Representatives Dusty Johnson and Senators John Thune and Mike Rounds all voted for the bill. Despite its name, many of the new law’s provisions are anything but retirement “enhancements.”

I wrote about the SECURE Act in June, as did other financial journalists, but it hasn’t received widespread attention. Despite its heavy bipartisan support, it isn’t necessarily a retirement boost for middle and working class savers.

This revision of long-standing IRA rules is especially unfair to parents who banked on the reliability of those rules. Many of them did Roth conversions and paid the tax due on a traditional IRA, with the intention of leaving the portion of the IRA they did not use themselves as a tax-free gift that could grow over the years and support their children’s retirement.

The amount of taxes raised by forcing inheritors to liquidate IRAs early is estimated at $15.7 billion over 10 years. The main trade-offs for this tax grab were (drum roll) extending by 18 months the age at which an IRA owner must begin taking distributions, increasing incentives to employers who set up 401(k)s, and allowing people over age 70 ½ who are working to contribute to an IRA (mic drop).

New strategies will need to address how an inheritor distributes the IRA to minimize the tax hit. Taking all of an IRA in one year could result in an heir in the peak of their earning years paying 50% of it in taxes.

If you counted on passing on an IRA to your children, you need to reexamine your estate planning. It may be better to name a spouse as a beneficiary rather than children, as a spouse still can inherit the IRA without being forced to liquidate it over 10 years.

The strategy of letting IRA assets accumulate and spending down taxable accounts may change completely. You now may want to spend down IRA accounts, with any balance going to charities, and pass on the accumulated taxable assets to children who will get a step-up in basis (tax free).

If you have made the beneficiary of your IRAs a trust, often created at death in your will, that whole strategy needs reconsidering. “Some types of IRA trusts make no sense under the new law,” says Natalie Choate in a December 21, 2019, Wall Street Journal article, “Inheriting IRAs Just Got Complicated.”

The new law gives a great boost to favoring life insurance over IRAs as a tax-efficient way to move assets to heirs. It also paves the way for high fee and commission annuities to be sold to sponsors of 401(k) plans.

Why did Congress vote so overwhelmingly to penalize IRA inheritors and open up investors’ 401(k) plans to insurance products?

Perhaps many of them didn’t fully understand what they were voting on. Or perhaps the insurance lobby did their normal amazing job of selling the alleged benefits of insurance and annuities.

Assessment

In any case, don’t assume the SECURE Act is a gift that will enhance your retirement security.

Your thoughts are appreciated.

BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS:

1https://lnkd.in/ezkQMfR

2 – https://lnkd.in/ebWtzGg

3 – https://lnkd.in/ewJPTJs

THANK YOU

The Healthcare Data Eco-System

Ever Expanding

[By staff reporters]

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[click to enlarge]

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DOMESTIC BUSINESS CYCLE REPORT 2019

U.S.A BUSINESS CYCLE REPORT 2019

Courtesy: www.CertifiedMedicalPlanner.org

[Pictographic Presentation for December 2019]

Constructed and presented by Nick Reece CFA of MERK Investments LLC., and Research.

GRAPHIC CHART BOOK: MR

Your thoughts are appreciated.

BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:

1https://lnkd.in/ezkQMfR

2 – https://lnkd.in/ebWtzGg

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

USA BUSINESS CYCLE REPORT 2019

A Picto-Graphic Presentation

Courtesy: www.CertifiedMedicalPlanner.org

Constructed and presented by Nick Reece CFA of MERK Investments LLC., and Research.

CHART BOOK: 2019-12-18-merk-business-cycle-chart-book

Your thoughts are appreciated.

BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:

1https://lnkd.in/ezkQMfR

2 – https://lnkd.in/ebWtzGg

3 – https://lnkd.in/ewJPTJs

HDS

      Product DetailsProduct DetailsProduct Details

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A Decade of Corporate Profit VERSUS Tax Receipts

CIRCA 2010 – 2019

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Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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A Decade of US Private Equity Deals

Circa 2010-2019

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Assessment: Your thoughts are appreciated.

BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:

1https://lnkd.in/ezkQMfR

2 – https://lnkd.in/ebWtzGg

3 – https://lnkd.in/ewJPTJs

THANK YOU

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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A Decade of Stock Market and Financial Asset[s] Performance

CIRCA 2010 – 2019

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Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

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