Remove Budgeting Remove Math Remove Risk Management Remove Tax Planning
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” 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 we make sure we have a plan for those things, and those are always updated.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

It’s part of their own tax planning. And what’s their budget like a fraction of it, right? RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Unless they have their own foundation. I like Buffett’s idea.

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Transcript: Gary Cohn

Barry Ritholtz

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’re doing a lot of math in your head on the Fly.

Marketing 106