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2023 Q4 Economic Newsletter

January 18, 2024 Investment

2023 Q4 MRK Wealth Advisors Markets & Economic Newsletter.pdf

Serving

Doylestown, PA
Upper Gwynedd, PA
West Point, PA
North Wales, PA

Kenilworth, NJ
Rahway, NJ
White House Station, NJ
Nationwide

Contact

MRK Wealth Advisors
68 East Court Street
Doylestown, PA 18901
P: 484-214-6600
info@mrkwealthadvisors.com

Disclosure- Form CRS

Investment Advisory Brochure (adv 2a) |
wrap fee program brochure | Privacy Notice | bcp

The use of Merck, Organon, BMS, Pfizer, JNJ, Biogen, CSL Behring, Daiichi Sankyo, LabCorp, and Medtronic's names are neither a testimonial nor endorsement of MRK Wealth Advisors, or MRK Wealth Advisors’ wealth management services, by any of these firms or any current or former employee of these firms. Additionally, these firms do not recommend, employ, or contract with MRK Wealth Advisors to provide these services to any of their employees. It is not known whether these firms or their employees approve of MRK’s services. These names are strictly used to identify MRK Wealth Advisors and note the over two decades of work our Wealth Advisors possess working with pharmaceutical employees, as determined solely by MRK Wealth Advisors.

Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor. Tax Preparation Services offered by MRK Wealth Advisors, LLC are not provided by or through Summit Financial, LLC.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Certified Employee Benefit Specialist (CEBS^®) designation is awarded to individuals who complete the required number of CEBS examinations, meet the pre-certification standards, and agree to abide by the Principles of Conduct. CEBS was established in 1977 through a partnership of the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. The International Foundation, the largest educational organization in the employee benefits field, is responsible for the overall administration of the program. The Wharton School, one of the preeminent business schools in the U.S., oversees academic content and standards.

Certified Kingdom Advisor^® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be:
Able to Apply Biblical Wisdom in Counsel: By successfully completing the rigorous Certified Kingdom Advisor^® coursework and examination.
Technically Competent: By providing evidence of an approved professional designation (varying by discipline) or by having at least 10 years full-time experience in their discipline.
Ethical: By agreeing to espouse and practice the Kingdom Advisors Code of Ethics, by maintaining active local church involvement, and by providing pastoral and client letters of reference.
Biblical Stewards: By pledging that they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.

The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit Financial nor MRK Wealth recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided.

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