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Of Shapes and Sizes!
By Staff Reporters
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Income for Financial Advisors
Posted on September 23, 2020 by Editor-in-Chief
By Years of experience
Via Michael Kitces
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The HEDGE-FUND Fee “Haircut”
Posted on September 12, 2020 by Editor-in-Chief
Understanding the 2% & 20% Rule
By D. Muthukrishnan
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US Stimulus Payment By Household Income Percentage
Posted on September 10, 2020 by Editor-in-Chief
By The Economist
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Top 25 Members of the S&P 500
Posted on August 22, 2020 by Editor-in-Chief
CIRCA: 1972 – 2020
By staff reporters
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“Medical Management and Health Economics Education for Financial Advisors”
CMP® CURRICULUM: https://lnkd.in/eDTRHex
CMP® WEB SITE: https://lnkd.in/guWSApq
Your thoughts and comments are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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Twenty [20] Year Asset Class Returns
Posted on August 16, 2020 by Editor-in-Chief
STOCKS versus BONDS
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F.A. HAYEK versus J.M. KEYNES
Posted on August 15, 2020 by Editor-in-Chief
Keynes VERSUS Hayek
By staff reporters
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“Medical Management and Health Economics Education for Financial Advisors”
CMP® CURRICULUM: https://lnkd.in/eDTRHex
CMP® WEB SITE: https://lnkd.in/guWSApq
Your thoughts and comments are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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MOST PROFITABLE INVESTMENTS OF THE DECADE
Posted on August 9, 2020 by Editor-in-Chief
By staff reporters
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“Medical Management and Health Economics Education for Financial Advisors”
CMP® CURRICULUM: https://lnkd.in/eDTRHex
CMP® WEB SITE: https://lnkd.in/guWSApq
Your thoughts and comments are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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What Makes the “Market” Tick?
Posted on August 2, 2020 by Editor-in-Chief
Variance of 10 Year Real Stock Market Returns by Metrics Since 1928
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“Medical Management and Health Economics Education for Financial Advisors”
CMP® CURRICULUM: https://lnkd.in/eDTRHex
CMP® WEB SITE: https://lnkd.in/guWSApq
Your thoughts and comments are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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The World’s Biggest Economies Over Time
Posted on July 25, 2020 by Editor-in-Chief
Highest GDP – The Continental Shift
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The NASDAQ Composite
Posted on July 22, 2020 by Editor-in-Chief
Under the Microscope
By WSJ
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ADDICTIVE INVESTING AND RELATED COMPULSIONS OF PHYSICIANS 2.0
Posted on July 10, 2020 by Editor-in-Chief
RE-EMERGING PANDEMIC INDUCED MENTAL DISORDERS?
Courtesy: www.CertifiedMedicalPlanner.org
More than a decade ago, our firm commenced studying and crafting an exclusive report on medical professionals and their investing compulsions. It was headed by one of the nation’s leading psychologists, gambling addiction and trauma specialists; and personal friend.
Colleague Eugene Schmuckler; PhD, MBA, M.Ed CTS® is from Georgia State University.
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addictive-investing
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“Medical Management and Health Economics Education for Financial Advisors”
CMP® CURRICULUM: https://lnkd.in/eDTRHex
CMP® WEB SITE: https://lnkd.in/guWSApq
Assessment: Your thoughts and comments on the Working-White-Paper are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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MID-YEAR FINANCIAL ROUND-UP: 2020
Posted on July 2, 2020 by Editor-in-Chief
MID-YEAR ROUND-UP
DR. DAVID EDWARD MARCINKO MBA MEd CMP®
STOCKS: A global stock market crash on March 12 set the worst single-day decline for stocks since 1987. But in Q2, major indexes clawed their way back on the promise of economic reopenings. Filled to the brim with tech companies, the Nasdaq has distanced itself from the Dow and the S&P.
FED: The Fed slashed interest rates in March to stem the economic bleeding, and in early June said it would hold rates near zero through 2022.
OIL: In late April, oil prices crashed below -$37 a barrel as plummeting demand from lockdowns left traders with nowhere to put their oil. Following an agreement by OPEC+ to reduce supply by 9.7 million barrels a day, prices are slowly rebounding back to March’s highs.
“Medical Management and Health Economics Education for Financial Advisors”
CMP® CURRICULUM: https://lnkd.in/eDTRHex
CMP® WEB SITE: https://lnkd.in/guWSApq
Your thoughts and comments are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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RETAIL BANKRUPTCIES 2020
Posted on June 27, 2020 by Editor-in-Chief
Raging On
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The New “Fiduciary” Rule
Posted on June 15, 2020 by Editor-in-Chief
Really? Whose side is your financial advisor on?
By Rick Kahler CFP®
If it weren’t already hard enough to understand whose side your financial advisor is on, it got more complicated on June 9, 2017. As of that date, all financial advisors who sell products are required to forego any sales agenda and give advice that would benefit their clients or customers (called “fiduciary advice”).
Does this sound too good to be true? It is!
This rule only pertains to rollovers into an IRA from a qualified plan like a 401(k), and only to the investment recommendations for that IRA account.
Any other account is still fair game for stuffing full of high-commission and high-fee products that mainly benefit salespeople and their companies.
Also, in case you think your IRA is now protected from high-cost products, there’s one more catch. Salespeople are not required to look out for your best interests if they explain to you how and why they intend to give advice that instead primarily benefits themselves and their brokerage company.
While this new law will probably confuse consumers more than it helps, it may be a first step toward something larger.
Here is the sad truth
Most Americans believe they already receive objective, fiduciary advice. The overwhelming odds are that they don’t.
You face odds of ten to one that your advisor is a salesperson who is not required to put your financial interests first. Most Americans purchase their investments from the half a million brokers who earn commissions if they can convince you to buy an expensive alternative to the thriftier, better-performing investment options on the market. That’s more than ten times the number of advisors who adhere to a fiduciary standard. Government research estimates that consumers lost $17 billion a year to conflicted advice in the recommendations related to retirement plans made by brokers and sales agents posing as advisors.
The bottom line is that at best, only one out of every ten financial advisors puts your interests first. The actual number of real fiduciary advisors may actually be even lower than this discouraging figure.
A Study
A mystery shopper study in the Boston area found that only 2.4% of the “advisors” it surveyed (most were almost certainly brokers) made what most would consider to be fiduciary recommendations.
On the other side, 85% advocated switching out of a thrifty portfolio with excellent funds into something a bit more self-serving.
The Brokerage industry
The brokerage industry—that is, the larger Wall Street firms, independent broker-dealer organizations and life insurance organizations—repeatedly fought the fiduciary rule in court, arguing, in some cases, that their brokers and insurance agents shouldn’t be held to this standard. The courts refused to block the rule.
It gets worse
Brokers are held to a sales standard, but it’s a very low one that is appropriately known as “compliance.” They are required to “know their customer” and to make investment recommendations that would be “suitable” to someone in that customer’s circumstances.
In addition, a new study found that 8% of all brokers have a record of serious misconduct, and nearly half of those were kept on at their firms even after getting caught.
Assessment
There is one simple way to determine whether you’re working with somebody you can trust. Ask your advisor directly to provide a written and signed one-page statement that he or she will act in your best interests.
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If the broker hems and haws, hold onto your wallet or purse. Chances are any recommendations you receive will cost you money, a cost only disclosed somewhere deep in the fine print of whatever agreement you sign. If the advisor signs the statement, chances are you will receive fiduciary advice.
Conclusion
Your thoughts and comments on this ME-P are appreciated. Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com
OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:
- PRACTICES: www.BusinessofMedicalPractice.com
- HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
- CLINICS: http://www.crcpress.com/product/isbn/9781439879900
- ADVISORS: www.CertifiedMedicalPlanner.org
- FINANCE: Financial Planning for Physicians and Advisors
- INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors
- Dictionary of Health Economics and Finance
- Dictionary of Health Information Technology and Security
- Dictionary of Health Insurance and Managed Care
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HOW THE “FIDUCIARY CONUNDRUM” DEFIES PHYSICS?
Posted on June 14, 2020 by Editor-in-Chief
And … How We Can Fix It
By Dr. David Edward Marcinko MBA MEd CMP®
www.CertifiedMedicalPlanner.org
The Rules As I Understand Them
Securities industry Regulations and Regulators recognize that (registered) investment advisors give advice, while stock brokers sell brokerage products. Thus, the Series 65 license is required to become a financial advisor, while Series 7 licensed stock-brokers are not (and cannot) be fiduciary advisors.
So, advice is subject to a fiduciary duty, while product sales (brokerage) activity is not. The ratio of fiduciary advice to brokerage sales is about 1:99. So, what does that tell you?
A Contentious and Complicated Issue
This issue is so contentious and complicated today that lawyers are needed to define each and every term, engagement, transaction, brokerage or advisory contract, etc. It is far too amazingly contorted and complicated for most; including me; and we have even discussed the industry machinations and political double-talk on this ME-P previously; from some vary sharp industry experts, too.
The Fiduciary Conundrum
The “work-around” for these rules is industry “dual-registration”. Simply put, just get licensed to do both; as I did. Charge a commission when selling stuff and charge a fee for advice. And ideally, do both at the same time; while getting paid for both sides.
As a naïve luddite, I learned this little truism in financial planning school decades ago, and as a doctor and fiduciary for my patients at all times, almost vomited.
Of course, there were more sophisticated students in our classes who regurgitated the standard industry opinion: “We’ll give the client a financial plan for free IF we can sell commissioned products.”
Ideally this meant a fat and fully commissioned wrap account, whole-life insurance policy, LTCI policy; etc. Or, sell products and collect fat ongoing, and often unrecognizable AUM fees [fee-only], too!
From the stock broker-advisor’s POV, it was “Heads I win – tails you loose” for the client. Now, you know why I am a former or reformed certified financial planner.
The Physics Split
Know that as a pre-medical college student years earlier, I leaned about the Werner Heisenberg Uncertainty Principle, in physics class.
Of course, true Advice – is not Sales … and Sales is not Advice. Both should never be; simultaneously. So, let’s ditch dual registration and decide which to pursue … and then proceed accordingly. Both sales and advice have risks and benefits to client and producer; both have advantages and disadvantages to both; as well.
WHY? Just like the Werner Heisenberg Uncertainty Principle; it shouldn’t [shan’t] be both; at once.
NOTE: In quantum mechanics, the Heisenberg uncertainty principle is any of a variety of mathematical inequalities asserting a fundamental limit to the precision with which certain pairs of physical properties of a particle, known as complementary variables, such as position x and momentum p, can be known simultaneously.
So, in physics, I can tell you where you are -OR- how fast you are going; but not both. Thus, if it is product sales; it is not advice.
Today, since “dual registration” is still allowed, my suggestion to clients is to seek a fiduciary in all matters 24/7/354; get it in writing, and try to avoid arbitration and “best interest” or BICE clauses! Run from [fee-based and fee-only] AUM fees, too.
PS: I am not against Series #7 representatives and product sales. Salesmen/women often provide a valuable service and should be appropriately compensated. I only object when fees, costs, charges and commissions are duplicative, excessive and/or not fully disclosed to the client. Since excessive is an arbitrary term; full disclosure is the key ingredient.
Assessment
So – How am I wrong, mistaken and/or what did I miss? Do tell! Should We – Can We – Ditch Dual Registration [DDR]?
Oh! In the future, I also hope that State fiduciary standards will potentially cover both non-ERISA and ERISA situations, and employee plan participants will have access to full discovery rights, the one thing the industry fears most.
But, that’s a discussion for another day and time.
Conclusion
Your thoughts and comments on this ME-P are appreciated. Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. https://medicalexecutivepost.com/dr-david-marcinkos-bookings/
Contact: MarcinkoAdvisors@msn.com
BOOKS
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On Finding Physician-Focused Financial Advice
Posted on June 10, 2020 by Editor-in-Chief
OVER HEARD IN THE DOCTOR’S LOUNGE
Courtesy: www.CertifiedMedicalPlanner.org
[On Finding Physician-Focused Financial Advice]
“The financial planner is a like juggler, trying to keep a variety of balls simultaneously in the air. Each aspect of practice becomes critical, just as action is needed.
Some of the activities of operating a successful financial planning practice generally attract more attention than others, such as marketing and advertising, closing engagements, and office administration. Because product review, selection and implementation are often related to advisor compensation, they attract a great deal of the financial juggler’s concentration.
But, the heart of financial planning, niche advice, often receives little attention. Not because it is unimportant, it just doesn’t seem immediately and predictably urgent. Here, that ball does not seem to be dropping so rapidly.
However, retaining clients and receiving referrals from other professionals is very dependent on the quality of the advice delivered. And, the first line of protection from practitioner liability exposure is to not deliver incorrect or incomplete advice.
But, where does the financial advisor turn for ideas and organized research in the healthcare sector?”
Edwin P. Morrow; CFPTM, CLU, ChFC, RFC
[Middletown, Ohio, USA]
Your thoughts are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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Stock Market Insights for May 2020
Posted on May 9, 2020 by Editor-in-Chief
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The Berkshire Hathaway Annual Meeting 2020?
Posted on May 7, 2020 by Editor-in-Chief
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Parkinson’s Law of Triviality in Time Management, Economics and Finance
Posted on May 3, 2020 by Editor-in-Chief
The Attention a Problem Gets is Inverse to its’ Importance
Courtesy: http://www.CertifiedMedicalPlanner.org
By Dr. David Edward Marcinko MBA
Historian Cyril Parkinson’s wrote in his book Parkinson’s Law,
“The time spent on any item of the agenda will be in inverse proportion to the sum [of money] involved.”
EXAMPLE: Parkinson described a fictional finance committee with three tasks: approval of a $10 million nuclear reactor, $400 for an employee bike shed, and $20 for employee refreshments in the break room.
The committee approves the $10 million nuclear reactor immediately, because the number is too big to contextualize, alternatives are too daunting to consider, and no one on the committee is an expert in nuclear power.
Bike Shed Effect: The bike shed gets considerably more debate. Committee members argue whether a bike rack would suffice and whether a shed should be wood or aluminum, because they have some experience working with those materials at home.
Employee refreshments take up two-thirds of the debate, because everyone has a strong opinion on what’s the best coffee, the best cookies, the best chips, etc.
Absurd: The world is filled with these absurdities. In personal finance, Ramit Sethi recently said we should stop asking $3 questions (should I buy coffee?) and ask more $30,000 questions (should I buy a smaller home?). Most people don’t, because it’s hard and intimidating. In any given moment the easiest way to deal with a big problem is to ignore it and fill your time thinking about a smaller one.
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Assessment: Your thoughts and comments related to the Corona Virus Pandemic, meetings and time management and psychology are appreciated; especially the CARES Act.
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BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS
THANK YOU
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Do Three Men Still Make a Tiger?
Posted on April 28, 2020 by Editor-in-Chief
Moral Suasion, Investing and the Corona Pandemic
Courtesy: http://www.CertifiedMedicalPlanner.org
By Dr. David E. Marcinko MBA
People will believe anything if enough people tell them it’s true.
This thought comes from a Chinese proverb that if one person tells you there’s a tiger roaming around your neighborhood, you can assume they’re lying.
LINK: https://www.springerpub.com/dictionary-of-health-economics-and-finance-9780826102546.html
If two people tell you, you begin to wonder. If three say it’s true, you’re convinced there’s a tiger in your neighborhood and you panic.
MORE: https://www.omsj.org/science/three-men-make-a-tiger
INVESTING: https://www.caseyresearch.com/daily-dispatch/three-men-make-a-tiger/
MONEY PSYCHOLOGY: https://medicalexecutivepost.com/2018/09/19/money-beliefs-and-luxury-lifestyle-tv/
INVESTING: https://medicalexecutivepost.com/2013/04/24/more-on-money-psychology/
Assessment: Your thoughts and comments related to the Corona Virus Pandemic, Money and Investing psychology are appreciated.
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BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS
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The Yerkes-Dodson Law, Management, Investing and the Corona Pandemic?
Posted on April 26, 2020 by Editor-in-Chief
Performance Increases with Anxiety and Excitement to a Point
By Dr. David E. Marcinko MBA
Courtesy: www.CertifiedMedicalPlanner.org
The Yerkes–Dodson law is an empirical relationship between arousal and performance, originally developed by psychologists Robert M. Yerkes and John Dillingham Dodson in 1908.
LINK: https://www.springerpub.com/dictionary-of-health-economics-and-finance-9780826102546.html
The law dictates that performance increases with physiological or mental arousal, but only up to a point. When levels of arousal become too high, performance decreases. The process is often illustrated graphically as a bell-shaped curve which increases and then decreases with higher levels of arousal.
LINK: https://juniperpublishers.com/gjidd/pdf/GJIDD.MS.ID.555606.pdf
MONEY: https://medicalexecutivepost.com/2018/09/19/money-beliefs-and-luxury-lifestyle-tv/
INVESTING: https://medicalexecutivepost.com/2013/04/24/more-on-money-psychology/
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Assessment: Your thoughts and comments related to the Corona Virus Pandemic, Investing and Money Psychology are appreciated.
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BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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FREE BUSINESS CONSULTATIONS & FINANCIAL ADVISORY OPINIONS
Posted on April 7, 2020 by Editor-in-Chief
iMBA Inc, NOW OFFERING FREE BUSINESS CONSULTATIONS & FINANCIAL ADVISORY OPINIONS FOR MEDICAL COLLEAGUES & ENTREPRENEURS
Courtesy: https://lnkd.in/eVGcji5
By Ann Miller RN MHA CMP®
[Executive Director]
After an overwhelming initial response, the Institute of Medical Business Advisors [iMBA, Inc] is again offering free 60 minute phone or video consultations and second opinions to doctors, nurses and medical colleagues on a limited scheduling and time basis, during the current Corona Virus outbreak 24/7.
REGULAR SERVICE: https://lnkd.in/dw7FHyP Professional fees are waved during this time of crisis. According to Professor and CEO Dr. David Edward Marcinko MBA CMP, “this is our small way to help give back to colleagues who are vital to the US public health system and wellness of the country.” Topics include a plethora of personal financial planning and / or medical practice management and entrepreneurial business issues.
TOPIC LIST: https://lnkd.in/e7WrDj9
TO SCHEDULE: MarcinkoAdvisors@msn.com B
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BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS
PHYSICIAN-EXECUTIVES AND MEDICAL CXOs:
THANK YOU
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Value Investing as Oil Gets Cheaper
Posted on March 31, 2020 by Editor-in-Chief
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By Vitaliy Katsenelson CFA
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FREE FINANCIAL & BUSINESS ADVISORY CONSULTATIONS
Posted on March 30, 2020 by Editor-in-Chief
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What is the WAFFLE HOUSE Index?
Posted on March 26, 2020 by Editor-in-Chief
mm! mm! GOOD!
Courtesy: www.CertifiedMedicalPlanner.org
415 Restaurants Closing in Georgia and Elsewhere
The Waffle House Index [WHI] is an informal metric named after the Waffle House restaurant chain, headquartered in Georgia, and used by the Federal Emergency Management Agency (FEMA) to determine the effect of a storm and the likely scale of assistance required for disaster recovery.
IOW: “If you get there and the Waffle House is closed? Well, that’s really bad”, according to Craig Fugate – Former Head of the Federal Emergency Management Agency [FEMA].
MORE: https://en.wikipedia.org/wiki/Waffle_House_Index
QUERY: Have we hit the WHI wall regarding Covid-19?
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Assessment: And so, your thoughts and comments are appreciated.
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BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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The “IDES OF MARCH” and U.S. Debt Limits
Posted on March 15, 2020 by Editor-in-Chief
BEWARE THE “IDES OFMARCH”
Courtesy:www.CertifiedMedicalPlanner.org
Debts and Settlement is Due
The Ides of March was a day in the Roman calendar that corresponds to 15 March. It was marked by several religious observances and was notable for the Romans as a deadline for settling debts.
In 44 BC, it became notorious as the date of the assassination of Julius Caesar which made the Ides of March a turning point in Roman history.
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MORE: https://en.wikipedia.org/wiki/Ides_of_March
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DEBT: http://batr.org/autonomy/031417.html
Assessment: Your thoughts and comments are appreciated.
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BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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BEWARE THE “DEAD CAT” STOCK MARKET BOUNCE?
Posted on March 15, 2020 by Editor-in-Chief
DCB = What it Is AND How it Works?
Update Courtesy: www.CertifiedMedicalPlanner.org
In finance, a “Dead Cat Bounce” is a small, brief recovery in the price of a declining stock.
Derived from the idea that “even a dead cat will bounce if it falls from a great height“, the phrase, which originated on Wall Street, is also popularly applied to any case where a subject experiences a brief resurgence during or following a severe market decline.
ESSAY: https://www.forbes.com/sites/chuckjones/2020/03/13/beware-of-a-dead-cat-bounce/#6c800aab2324
QUERY: But, does the DCB concept apply to entire stock ‘Bear” markets?
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ASSESSMENT: Your thoughts are appreciated.
THANK YOU
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Wall Street’s 2020 Price Targets
Posted on March 11, 2020 by Editor-in-Chief
CIRCA: 12/23/2019
By YAHOO Finance!
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Wither the Experts?
Assessment: Your thoughts are appreciated.
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WHAT IS A STOCK MARKET “CIRCUIT BREAKER?”
Posted on March 10, 2020 by Editor-in-Chief
EXACTLY WHAT IS A STOCK MARKET “CIRCUIT BREAKER?”
By Dr. David E. Marcinko MBA
Yesterday, within a few minutes of the open, the S&P dropped 7% triggering a Level 1 circuit breaker that paused trading for 15 minutes.
Had the S&P declined 13%, trading would’ve paused another 15 minutes.
Another 20% down and it would have closed.
HISTORY
- Circuit breakers launched after 1987’s Black Monday when the Dow fell 22.6%.
- In 2012, the markets closed because of Storm Sandy.
- Rules were revamped in 2013 after failing to prevent 2010’s “flash crash.”
LINK: https://lnkd.in/eJNz355
And so, according to NYSE President Stacey Cunningham: “I’m seeing markets act normally. They react to uncertainty … they become more volatile.”
GOING FORWARD: Uncle Sam hasn’t yet enacted crisis measures like it did during the financial crisis. Regulators are more alert (take the Fed’s emergency rate cut and $50 billion infusion to its overnight lending). Banks appear to be in relatively good shape. Your thoughts and comments are appreciated.
Assessment: Your thoughts are appreciated.
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BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
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An Interest Rate Review for Physician-Executives
Posted on March 9, 2020 by Editor-in-Chief
Managerial Accounting
By Dr. David E. Marcinko MBA
Recently, several major banking institutions have addressed the problem of escalating debt upon graduating physicians, mid-life practitioners and even seasoned healthcare providers; despite historically low rates for prime customers.
Unfortunately, one may still wonder how many clinicians truly appreciate the risks associated with usurious interest rates for homes, cars, medical equipment and other consumer items; as we offer the following review to reduce this peril.
WHITE-PAPER: IRs
Assessment: Your thoughts are appreciated.
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Another CERTIFIED MEDICAL PLANNER® “In The News”
Posted on March 2, 2020 by Editor-in-Chief
ANOTHER CERTIFIED MEDICAL PLANNER® “IN THE NEWS”
Courtesy: https://lnkd.in/eVGcji5
“Informed Voice and Next-Gen of Physician Fiduciary Advisors”
AMAURY CIFUENTES CFP® CMP®
“The extensive experience of our professional team allows us to implement a rigorous process to identify ‘Best in Class’ opportunities in our focus areas. We assist in providing capital, innovative solutions and strategic expertise to our portfolio throughout the investment cycle.”
LINK: https://lnkd.in/eBf-4vY
AMAURY has 30 years of experience in banking and finance; financial planning and investments with an emphasis on business lending, real estate and private investments. He is a licensed CERTIFIED MEDICAL PLANNER® giving him an enhanced knowledge of the medical industry’s specific needs.
PRESS RELEASE: https://lnkd.in/ecMbEsQ
CURRICULUM: https://lnkd.in/eMMbbVp
AUTOMATION: https://lnkd.in/eVp9Cji
BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS:
8
THANK YOU
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Filed under: CMP Program, Interviews, Investing | Tagged: certified medical planner, CMP™ Course | Leave a comment »
US Equity Market Chart Book Review 2020
Posted on February 23, 2020 by Editor-in-Chief
Dear Dr. David E Marcinko,
As part of Merk’s in-house research meetings, we are sharing with you our latest analysis of the U.S. Equity Markets; February 2020.
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For the complete analysis, we have prepared the following for you:
The U.S. Equity Market Chart Book – PDF
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The investing audience should view this content in the context of their individual investment process, time-horizon, and goals. We welcome your feedback. Best, Axel Merk ***
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Tuition Costs V. Medical Care Costs V. Home Prices V. the CPI
Posted on February 19, 2020 by Editor-in-Chief
In Picto-Graphic Form
[By staff reporters]
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Conclusion: Your thoughts are appreciated.
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IS BITCOIN CLOSE TO BECOMING “WORTH-LESS”?
Posted on February 15, 2020 by Editor-in-Chief
MAYBE – MAYBE NOT?
By Dr. David E. Marcinko MBA
An article by Market Watch’s Atuyla Sarin titled, “Bitcoin is Close to Becoming Worthless” made the rounds on social media and got some people and physician investors panicking.
LINK: https://lnkd.in/eyNrGE9
And so, colleague Pete Quinones, over at the “Free Man Beyond The Wall”, invited Cointext CTO Vin Armani to come on the show to refute the reporting in the article. Vin also commented on the state of the crypto markets and Ohio’s accepting of Bitcoin for tax payments.
PODCAST: https://lnkd.in/eMrTgH4
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Conclusion: Your thoughts and comments are appreciated.
BUSINESS, FINANCE, INVESTING & INSURANCE TEXTS FOR DOCTORS:
THANK YOU
8
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Are Financial Asset Classes like a Box of Valentine Chocolates in 2020?
Posted on February 14, 2020 by Editor-in-Chief
On Valentine’s Day Diversification
By Rick Kahler MS CFP® ChFC CCIM www.KahlerFinancial.com
With displays of Valentine candy in every store, February is the perfect time to talk about chocolate. A creative financial planner might even steal Forrest Gump’s analogy and say, “Diversification is like a box of chocolates.”
Except that it isn’t.
True, a box of chocolates might have a lot of variety. Cream centers. Caramels. Nougats. Nuts. Dark chocolate. Milk chocolate. Truffles. Yet it’s all still chocolate.
Retirement Savings
Buying that box would be like investing your retirement savings in a variety of US stocks. Even if you had a dozen different companies, they would all be the same basic category of investment, or asset class.
For example, suppose you gave your true love a slightly more diversified Valentine gift made up of chocolates, Girl Scout cookies, baklava, and apple pie. That would compare to investing in different types of stocks like US, international, or emerging markets. But, everything would still be dessert.
Wiser Physician-Investors
You would be a wiser doctor-investor if you took your true love out for dinner and had a meat course, a salad, vegetables, bread, dessert, and wine. Now you’d start to see real diversification.
In addition to US, international, and emerging market stocks (all dessert), you might have some other asset classes like US and international bonds (meat), real estate (bread), cash (salad), commodities (veggies), and absolute return strategies (wine).
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Long Term Growth Generator
This kind of asset class diversification is the best investment strategy for long-term growth. My preference is eight or nine different classes. For many clients, I recommend a mix of US and international stocks and bonds, real estate investment trusts, a commodities index fund, market neutral funds like merger arbitrage and managed futures, junk bonds, and Treasury Inflation Protected Securities (TIPS).
Market Fluctuations
Fluctuations in the market will tend to affect the various securities within a given asset class in the same way. Most US stocks, for example, would generally move up or down at the same times. So, owning shares of several different stocks wouldn’t protect you against changes in the market. When a portfolio is well-diversified, the volatility is reduced even during times when the markets are moving strongly up or down.
When I talk about investing in a variety of asset classes, I don’t mean owning stocks, real estate, gold, or other assets directly. For individual investors, mutual funds are a much better choice. Occasionally, someone will ask me, “But why should I have everything in mutual funds? That isn’t diversified, is it?”
Mutual Funds
Mutual funds are not an asset class. A mutual fund isn’t like a type of food; it’s like the plate you put the food on. A single plate might hold one food item or servings from several different food groups. More specifically, mutual funds are pools of money invested by managers. One fund might invest in real estate investment trusts (REITS). Another might have international stocks chosen for their high returns. Still others invest in a diversified mix of asset classes. The mutual fund is just the container that holds the investments.
[Courtesy GE Healthcare]
Annuities
Annuities and IRAs aren’t asset classes, either, but are also examples of different types of containers that hold investments. If you use your IRA to purchase an annuity, all you’re doing is stacking one plate on top of another. It doesn’t give you another asset class, it just costs you more for the second plate.
Assessment
Having a box of chocolates for dinner might seem more appealing in the short term than eating a balanced meal. Investing in the “get-rich-now” flavor of the month might seem tempting, too. Yet in the long run, asset class diversification is the best way to make sure you have a healthy investment diet.
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February 14th, 2020
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Conclusion
Your thoughts and comments on this ME-P are appreciated. Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.
Link: http://feeds.feedburner.com/HealthcareFinancialsthePostForcxos
Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com
OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:
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Filed under: Investing, Portfolio Management | Tagged: annuities, asset allocation, diversification, ETFs, heart, Mutual Funds, REITS, Rick Kahler CFP®, Valentine Day | 4 Comments »
WHAT IS Ro [r-NOUGHT] IN HEALTH EPIDEMIOLOGY?
Posted on February 11, 2020 by Editor-in-Chief
A Relationship to Financial Investing?
Courtesy: www.CertifiedMedicalPlanner.org
By Dr. David E. Marcinko MBA CMP
The basic reproduction number R0, [r nought) of an infection is the number of cases it generates on average over the course of its infectious period, in an otherwise uninfected population.
The metric determines whether or not a disease can spread through a population. The root concept is traced to Alfred Lotka and Ronald Ross, but its first application was by George MacDonald in 1952, with malaria.
LINK: https://www.healthline.com/health/r-nought-reproduction-number
FORMULA: When
R0 < 1
the infection will die out in the long run. But if
R0 > 1
the infection will be able to spread in a population.
LINK: https://wwwnc.cdc.gov/eid/article/25/1/17-1901_article
ASSESSMENT: Generally, the larger the value of R0, the harder it is to control the epidemic. In the past week, Corona virus estimates ranged from 1.4 to 5.5. The World Health Organization (WHO) range was 1.4 and 2.5. In comparison, seasonal flu affects millions each year but has an R0 of just 1.3. The R0 rate for measles ranges from 12 to 18.
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Your thoughts are appreciated.
BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
8
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Filed under: Health Economics, Investing, Portfolio Management, Research & Development | Tagged: corona virus, Epidemiology, r-NOUGHT, Ro, WHO | Leave a comment »
THE CORONA VIRUS and Ro [r-NOUGHT]
Posted on February 4, 2020 by Editor-in-Chief
THE CORONA VIRUS & Ro [r-NOUGHT] IN HEALTH EPIDEMIOLOGY?
Courtesy: https://lnkd.in/eBf-4vY
By Dr. David E. Marcinko MBA
[A Relationship to Investing and the Stock Markets?]
DJIA 28,256.03 ▼ -603.41 [-2.09%]
DJIA 28,399.81 Today: ▲ DJIA: +143.78+0.51%
The Ro Value, [r Nought), of an infection is the number of cases it generates on average over the course of its infectious period, in an otherwise uninfected population.
LINK: https://lnkd.in/e9AmEhd The metric determines if a disease can spread through a population. LINK: https://lnkd.in/e2VXwcz
FORMULA: When R0 < 1, the infection will die out in the long run. But, if R0 > 1, the infection will spread in a population. The larger the value of R0, the harder it is to control the epidemic.
LINK: https://lnkd.in/eXYpEUm METRICS: Recently, Corona virus estimates ranged from 1.4 to 5.5. The WHO range was 1.4 and 2.5. In comparison, seasonal flu affects millions each year but has an R0 of just 1.3.
QUERY: What are the stock market & economic effects of Corona?
GLOBAL: https://lnkd.in/epKhamj
DOMESTIC: https://lnkd.in/eBxwRDW
Conclusion: Your thoughts are appreciated.
THANK YOU
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CHRIS ROSSINE INTERVIEW ON THE COMING FINANCIAL “BUBBLE”?
Posted on February 3, 2020 by Editor-in-Chief
CHRIS ROSSINE ON THE COMING FINANCIAL INVESTING “BUBBLE”?
By Dr. David E. Marcinko MBA
Courtesy: https://lnkd.in/eBf-4vY
[A Podcast Re-Deux]
Atlanta colleague Pete Quinones – “Free Man Beyond The Wall” – welcomes Chris Rossini to the show. Chris is editor of the Ron Paul Liberty Report. He wrote the book “Set Money Free” and is the co-host of the Ron Paul Liberty Report on Fridays. And so, Pete asked Chris to come on the show, about a year ago, to talk about the economy.
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He specifically asked if stock market record highs are a “bubble” and what should we expect when it bursts. Chris also reviewed some basic economic principles and explained them in easy to understand language.
PODCAST: https://lnkd.in/ePirZyB
MORE: https://lnkd.in/eJNz355
Conclusion: Your thoughts and comments are appreciated.
BUSINESS, FINANCE & INVESTING TEXTS FOR DOCTORS:
THANK YOU
8
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Hodja Nasreddin and Behavioral Economics [Gains and Losses]
Posted on February 1, 2020 by Editor-in-Chief
The Difference
[By Anonymous]
One of the most important concepts in behavioral economics is that people react differently to gains and losses. An example from Hodja Nasreddin:
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Hodja Nasreddin
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“One day Nasreddin went to his neighbour and asked to borrow a large cooking pot. The neighbour obliged and Nasreddin promised to bring it back shortly. Weeks passed when the neighbour came by to remind Nasreddin about his pot.
Embarrassed, the hodja went inside and after a short time re-emerged with the pot. On handing it over there was a clanging sound inside upon which the neighbour lifted the lid to reveal a smaller pot inside. “Hodja, what is this?” He exclaimed. “Neighbour, it seems the pot you gave me was expecting and this is her young!” The neighbour gave the hodja a silent look and left with both pots.
Some time later Nasreddin again asked to borrow the pot and the neighbour happily obliged. Again weeks passed and the neighbour came again inquiring about his pot.
“Alas!” Nasreddin said, your dear pot passed on to the afterlife, please accept my condolences.”
“But hodja, how can a metal pot die?” said his neighbour whereupon Nasreddin hodja flew into a rage and yelled:”You had no trouble believing it gave birth but her death strikes you as incredible? Now begone, you rascal!
NOTE: Why backward? http://mullahnasruddin.com/?p=1927
Assessment: Your thoughts are appreciated.
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Market Risk & The All-Terrain Portfolio
Posted on January 28, 2020 by Editor-in-Chief
Interview by RealVision (In case you missed it)
By Vitaliy Katsenelson CFA
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DEAR ANN AND ME-P READERS: I wanted to share with you a recent interview I did with RealVision TV.
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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.
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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.
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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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Filed under: Experts Invited, Investing, Videos | Tagged: Market Risk & The All-Terrain Portfolio, Risk Adjusted Rate Return, Vitaliy Katsenelson CFA | Leave a comment »
The “KUZNETS” Curve
Posted on January 26, 2020 by Editor-in-Chief
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.
The hypothesis was first advanced by economist Simon Kuznets in the 1950s and 1960s.
Assessment: Your thoughts are appreciated.
BUSINESS, FINANCE AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
***
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THE EMERGENCY FUND FOR PHYSICIANS – IT’S HUGE!
Posted on January 25, 2020 by Editor-in-Chief
THE EMERGENCY FUND FOR PHYSICIANS – Post Pandemic
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:
THANK YOU
8
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Filed under: Investing | Tagged: emergency funds | 1 Comment »
On Investing: “RISK ADJUSTED RATE OF RETURN”
Posted on January 23, 2020 by Editor-in-Chief
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:
THANK YOU
8
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Twenty [20] Habits of “Eventual” Millionaires
Posted on January 22, 2020 by Editor-in-Chief
But, Maybe NOT … Doctors!
By staff reporters
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2020: Stock Markets Party Like It’s 1999?
Posted on January 21, 2020 by Editor-in-Chief
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.
Assessment: Your thoughts are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
8
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Filed under: Experts Invited, Investing | Tagged: finance, Investing, Vitaliy Katsenelson CFA | Leave a comment »
What is a BOLLINGER BAND?
Posted on January 11, 2020 by Editor-in-Chief
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.
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:
THANK YOU
8
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Filed under: Investing | Tagged: Bollinger Band, Bollinger Bands, Technical analysis | Leave a comment »
“Big-Tech” Market Capitalization Round-Up
Posted on January 10, 2020 by Editor-in-Chief
Round-UpCIRCA 2010 – 2019
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The Price of Bitcoin Round-Up
Posted on January 8, 2020 by Editor-in-Chief
CIRCA: 2013 – 2019
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[Dr. Cappiello PhD MBA] *** [Foreword Dr. Krieger MD MBA]
Front Matter with Foreword by Jason Dyken MD MBA
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A Decade of US Private Equity Deals
Posted on January 2, 2020 by Editor-in-Chief
Circa 2010-2019
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Assessment: Your thoughts are appreciated.
BUSINESS, FINANCE, INVESTING AND INSURANCE TEXTS FOR DOCTORS:
THANK YOU
8
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