Communication Numbers Profit and Loss Tax Planning 
CFO News Room
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Many advisors are accustomed to using verbal communication with clients (e.g.,
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” I think your number at the time was somewhere like 15 great fit clients to take on every year. Author: Michael Kitces. Team Kitces.
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CFO News Room
DECEMBER 30, 2022
We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. He has an MA from Johns Hopkins University and a BA from the University of Virginia.
Barry Ritholtz
OCTOBER 19, 2022
RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”
Barry Ritholtz
OCTOBER 3, 2023
If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? He knows how to manage risk, and he knows how to trade for a profit for a p and l. You know, my, my number one priority was to operating the firm on a day-to-day basis.
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