CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And the division that I was in was below plan. a year since 1989.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

OCTOBER 13, 2023

Morgan found that, from 1980-2020, around 40% of the time a concentrated position in a single stock experienced negative absolute returns. Swift began to execute a plan to regain control and in the process created a radical new blueprint for artists and music ownership. Recall J.P. Can It Be Done Again?

Benchmarking 52

Benchmarking Concentration Advertising Investments 52