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Financial Planning for Efficient Financial Management

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Budgeting : Create a detailed budget that outlines your income and expenses. A budget helps you understand where your money is going and allows you to make informed decisions about spending and saving. A higher turnover indicates efficient inventory management. This may involve contributing to retirement accounts (e.g.,

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Using Detailed Meeting Checklists to Drive Referral Growth

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” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. And the economics, they ultimately worked out long term. That’s it.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. And what’s their budget like a fraction of it, right? Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. So, it cost the firm $320,000, well worth every penny?

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Transcript: Kenneth Tropin

Barry Ritholtz

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.