Benchmarking, Budgeting, Concentration and Tax Planning

101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

NOVEMBER 28, 2022

When consumers think about cash flow management, the word ‘budget’ might come to mind. Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns.

Tax Planning

Tax Planning Planning Investments Profit and Loss

Transcript: Ted Seides

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

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

101 Ways Financial Advisors Can Add Value For Their Clients

Transcript: Ted Seides

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