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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. When consumers think about cash flow management, the word ‘budget’ might come to mind. He has an MA from Johns Hopkins University and a BA from the University of Virginia. Read more of Adam’s articles here.

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Transcript: Kenneth Tropin

Barry Ritholtz

And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. And it’s always going to expect to lose some of those profits when the trend reverses, but still end up capturing the meat of the trend.

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Transcript: Bill Dudley, NY Fed Chief

Barry Ritholtz

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. And so you had a situation where you could take big positions in the euro dollar market, affect the price and the cash market and actually make a profit. 01:03:31 [Speaker Changed] It’s already in your budget.