Accounting, Leadership, Math and Tax Planning

Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

NOVEMBER 29, 2022

And so, that’s been my form of leadership and how I’ve taken to running my business. For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there.

Leverage

Leverage Planning Concentration Tax Planning

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

Leveraging Structured Notes To Differentiate A Solo Practice

Transcript: Gary Cohn

Webinars

Stay Connected