CFO News Room

NOVEMBER 9, 2022

Dividend stocks are one of the easiest income-generating assets to get into because you can start with small sums of money. With crowdfunding, you are pooling your money with other investors, and the company overseeing the plan invests that money into different types of real estate. 1: Dividend Paying Stocks. 3: Rental Properties.

Profit and Loss 130

Profit and Loss Investments Accounting Marketing 130

CFO News Room

DECEMBER 26, 2022

Too many “how to make money” list are filled with bad ideas that will waste your time chasing after a couple of dollars here and there”. Too many “how to make money” lists are filled with bad ideas, i.e., paid surveys and online games, that will waste your time chasing after a couple of dollars here and there. Are you ready?

Advertising 130

Advertising Sales Accounting Budgeting 130

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

MAY 16, 2023

. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. My friend Howard Lindzon is a guest. This is a little off of our regular format, only because Howard and I know each other for forever. Howard has had like really this shockingly blessed career. So what do you think of these digs?

Leverage 111

Leverage Investments Valuation Finance 111

CFO News Room

JANUARY 31, 2023

One of the legislative recommendations made in the plan is that Congress must ‘must be prepared to make reforms to extend the solvency of the entitlement programs.’ By Lambert Strether of Corrente. Patient readers, I’m a fast man with an in-tray, but not fast enough. I really need to clear my backlog, and so I’ll have more shortly.

Economics 130

Economics Education Securities Technology 130