CFO News Room

DECEMBER 26, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

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

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. Hank Paulson had left to go become treasury secretary. 00:29:57 You’ve got a big banking business that you care about, and you’ve got a lot more aspects of the company that you care about. They run outta liquidity.

Marketing 107

Marketing Treasury Banking Profit and Loss 107