Advertising, Concentration, Economics and Tax Planning

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning

Planning Benchmarking Profit and Loss Communication

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

2022 Best-Of Highlights From The Nerd’s Eye View Blog

Transcript: Ted Seides

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