Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses. Can you go to the capital markets or turn to your line of credit to raise money if need be? Weakened balance sheet.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

Barry Ritholtz

DECEMBER 12, 2023

My Two-for-Tuesday morning train reads: • How four different types of stock market participants are thinking about 2024 : Financial pros are bullish, but consumers not so much. Wired ) • Greedflation: corporate profiteering ‘significantly’ boosted global prices, study shows. It was likely closer to 5 percent. (

Profit and Loss 52

Profit and Loss Concentration Benchmarking Retail 52

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. This year has been challenging for many financial advisors as they help their clients (and their own firms!) Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. Maverick 14 billion. 130 billion.

Investments 108

Investments Concentration Profit and Loss Economics 108

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 116

Investments Marketing Profit and Loss Banking 116