Advertising Leadership Profit and Loss Tax Planning 
Barry Ritholtz
OCTOBER 19, 2022
We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” RITHOLTZ: Sure.
CFO News Room
DECEMBER 28, 2022
He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Example 2 : Alice is a 55-year-old advertising executive earning wages of $200,000 per year. a Roth account in a 401(k) plan).
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