Benchmarking Investments Prioritization Tax Planning 
CFO News Room
DECEMBER 26, 2022
Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.
Barry Ritholtz
OCTOBER 3, 2023
How fundamental was that to your learning about investing, trading risk management, starting with futures? So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. And look, one of the reasons I went into this job was taxes. And, and what was the change in tax rates?
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