Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. Understanding CLV can guide customer retention and marketing strategies.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it. And the economics, they ultimately worked out long term.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. So at the moment, Monarch Money is a phenomenal budgeting app, never ad-supported, never will be. Michael: Through your older sister’s college roommate. Natalie: Right. Michael: Right?

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. And what’s their budget like a fraction of it, right?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 3, 2022

17, US District Judge Mark Walker struck down Florida Governor Ron DeSantis’ signature Stop WOKE Act, which bars Florida’s higher education institutions from teaching critical race theory (CRT), and “prohibits school districts, colleges and universities from hiring woke CRT consultants.” Walker is not the first to take this position.

Education 130

Education Concentration Budgeting Securities 130

Barry Ritholtz

APRIL 25, 2023

You turned out to be the first dual economics financial management major at Quinnipiac. And so, I started to see, you know, what he’s done with his law school education. You have a concentrated securities position, right? And so, I joined to get free boating education. What led to the interest in finance?

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

CFO News Room

JANUARY 17, 2023

Davos tries testing: Everyone at the World Economic Forum annual meeting — including journalists and participants — has to take a PCR test upon arrival. An ERV can economically introduce fresh ventilation air into your home. We are now two weeks away from holiday travel, so we should have a result. See below at case data.

Concentration 130

Concentration Economics Manufacturing Numbers 130