Benchmarking, Leverage, Math and Tax Planning

Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education

Education Planning Benchmarking Investments

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. You sell a naked call, you [ Barry Ritholtz ] Right.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

Weekend Reading For Financial Planners (Dec 17-18) 2022

Transcript: Gary Cohn

Webinars

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