This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.

Remove Benchmarking Remove Securities Remove Tax Planning Remove Valuation
article thumbnail

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

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Education 130
Education Planning Benchmarking Investments 130
article thumbnail

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 52
Benchmarking Investments Marketing Treasury 52
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

 

Stay Connected

Join 68,000+ Insiders by signing up for our newsletter

About
Webinars
About
Editions
Webinars
Editions
Topics
LinkedIn Twitter
Powered by Aggregage | Terms and Conditions | Your California Rights and Privacy Policy
© Aggregage 2024