CFO News Room

FEBRUARY 6, 2022

TIPS have suddenly moved to center stage for investors, as the surge in inflation has drawn new interest in Treasury inflation-protected securities. Rising interest rates can hit their valuation. That means TIPS can be a cash drain, unless they’re held in a tax-free account like an individual retirement account or 401(k).

Treasury 130

Treasury Securities Valuation Math 130

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. DAVIS: It’s free money.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury. What’s the valuation? We are deposits cost less than that.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

DECEMBER 12, 2023

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103