CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And they go on longer and longer and obviously more profitable for the states that run the lottery. And the 10 year yield of A A A J G B or or a or a, a treasury or a bond.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And those were Treasuries. 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. RITHOLTZ: Like, very different universe, right? TROPIN: Right. TROPIN: Yeah. No, no, no.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118