Physician's Financial Sourcebook: Investment, Risk Management & Retirement Tools for a Balanced Life [Paperback]

Paul H. Sutherland (Author)

Editorial Reviews

About the Author

Since 1975 Paul H. Sutherland has worked in the investment advisory business as President and Founder of Financial & Investment Management Group of Suttons Bay, MI. He is the author of three books Financial Strategies For Physicians, (published by W.B. Saunders of Harcourt Brace Jovanovich) in 1988, and Physician's Financial Sourcebook (Financial Sourcebook Publishing, April, 1998). His latest book, Zenvesting: The Art of Abundance & Managing Money, also published by Financial Sourcebook Publishing, was released in November of 1998. Over the past 20 years Paul has been a contributing editor and writer for magazines such as Dental Management, Business Ethics, National Psychologist, Financial Planner, Physicians Management and Publishing Entrepreneur. He has been interviewed by Barrons, The Wall Street Journal, Wall Street Transcript and Money Magazine and appeared on the local NBC affiliate's Money Watch program. Paul is currently in negotiations with the American Medical Association to write a series of financial books for their members. Paul received his MBA from Lake Superior State University, is a Certified Financial Planner, and is a member in good standing of the National Association of Personal Financial Advisors. He has also completed the College of Financial Planning's Advanced Studies Course: Investment Strategies and Portfolio Management.

Individuals and corporations from across the United States have sought his advisement concerning issues like estate and tax planning, retirement, financial and investment management. He has spoken to the Kansas Medical Society, World Future Society, Northwestern Michigan Osteopathic Physicians Association and other organizations like the Northwestern Michigan Association of C.P.A.'s. His advice driven firm is structured as fee-only, meaning they receive no transaction related compensation or commissions. Financial & Investment Management Group is a 140 million dollar company which maintains a client base of over three hundred. They are SEC Registered as Investment Advisors. His range of expertise includes conscientious investments and mutual funds, Pacific Rim investments, investment tax law, inflation, estate planning and current legislation affecting physicians.

Product Details

• Paperback: 275 pages
• Publisher: Financial Sourcebook Pub; 1 edition (March 1998)
• Language: English
• ISBN-10: 0966106008
• ISBN-13: 978-0966106008
• Product Dimensions: 7.8 x 5.1 x 1 inches
• Shipping Weight: 1 pounds
• Amazon Best Sellers Rank: #3,444,688 in Books (See Top 100 in Books)

More About the Author

Paul Sutherland has worked in the investment and financial advisory business since 1975. As a Senior Portfolio Manager, he has been managing global total return investment portfolios (under the "investing without borders" style) for more than 25 years. In 1984, Mr. Sutherland formed the Financial & Investment Management Group, Ltd. (FIM Group) - a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations and retirement plans. He currently serves as the company's President and Chief Investment Officer.

Beyond his extensive investment experience, Mr. Sutherland is the author of numerous books on financial planning and money management, including Zenvesting: The Art of Abundance & Managing Money, 12 Steps to a Care-Free Retirement and the AMA Guide to Financial Planning. Mr. Sutherland began his writing career in 1979 with an article on international investing that was published by Physician's Management Magazine. Over the past 29 years he has had academic and consumer articles published in magazines, newsletters and other publications on subjects such as benchmarking global portfolios, asset allocation, retirement investing, income investing, forecasting and global investing. His work has been published in Business Ethics, Financial Planner, Dental Management and NAPFA News. He is a regular columnist for Spirituality & Health magazine and has been interviewed by Bloomberg News, Barrons, The Wall Street Journal, The Wall Street Transcript, Investors Business Daily (IBD), Investment News, Money Magazine and others.

Mr. Sutherland received his M.B.A. from Lake Superior State University. In addition, he is a Certified Financial Planner and has completed the College of Financial Planning's Advanced Studies Course: Investment Strategies and Portfolio Management.

Individuals and corporations from across the United States have sought his advice on estate and tax planning, retirement and investment management. He has spoken to professional groups nationally and internationally - including Singapore, Beijing, Sydney and Toronto - on topics such as international investing, investment economics and portfolio management.

Mr. Sutherland is Co-founder of the Children of the World Foundation, past Chairman of the Traverse City Rotary Club's World Community Service Committee, past Chairman of Safe Passage and current board member, as well as Founder and Chairman of the Board of the Utopia Foundation.