Benchmarking, Concentration, Education and Tax Planning

101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

NOVEMBER 28, 2022

For working-age clients, advisors can play a valuable role by helping them navigate the complexities of their career, from analyzing the financial impact of changing jobs, to planning for a sabbatical , analyzing benefits packages, and ensuring their financial plan could survive a temporary bout of unemployment. Tax Planning.

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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