CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

JANUARY 29, 2023

A bonus: From Environmental Science and Technology, “ Does Using Corsi–Rosenthal Boxes to Mitigate COVID-19 Transmission Also Reduce Indoor Air Concentrations of PFAS and Phthalates ?” Making plans, building assembly lines, developing metrics; America used to be able to make stuff. This makes construction more difficult.

Concentration 130

Concentration Construction Economics Invoicing 130

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. RITHOLTZ: At the BLS, no.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

DECEMBER 14, 2022

But that is a different kind of approach to portfolio construction. You end up with a lot of construction. And something happens, either there’s been too much construction, or the economy softens. MCCARTHY: That is what’s most important. That’s just one tiny aspect of real estate. Cambridge U.K.,

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. RITHOLTZ: Did he, was he going to have you at the annual meeting?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 20, 2022

And I think that was a huge step in the direction of having as a constructive, a sort of mental health outlook as one can have in that wacky business. I mean, he actually expected a lot of me, in a very loving, respectful way, but he was teaching me kind of the power of concentration and focus. I always felt advantaged by it.

Leadership 100

Leadership Problem Solving Entertainment Concentration 100

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And so at times it’s effectively when the essential is at stake that people can react constructively. I look backwards, that was a hell of a training in terms of the exposure we’re getting.

Investments 56

Investments Banking Entertainment Valuation 56

Barry Ritholtz

JULY 4, 2023

What were your early career plans? Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning. In the have not category, we’ve got the long short equity funds that are directional and concentrated, which have had horrific performance. I’m not exaggerating.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 56

Investments Marketing Concentration Economics 56

CFO News Room

NOVEMBER 27, 2022

Prime Minister Kishida Fumio of Japan is a prominent China hawk, often claiming that “Ukraine today could be East Asia tomorrow” and promoting the US accusation that Beijing is planning an “unprovoked” invasion of Taiwan. Japan, amongst other countries, has plans to cut its dependence on Chinese rare earths, but there’s no easy remedy.

Manufacturing 100

Manufacturing Economics Investments Securities 100

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

FEBRUARY 12, 2024

What was the original career plan? You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. We’ve had a wild shortfall in home construction in the 2010s following the financial crisis. Real really interesting.

Investments 113

Investments Marketing Numbers Entertainment 113

CFO News Room

DECEMBER 8, 2022

Until recently, economic central planning from the political right received far less attention than its well-known manifestations on the left. Unfortunately, an emerging faction on the political right has decided to deploy economic planning of their own as an intended countermeasure against their progressive foes.

Economics 130

Economics Education Planning Manufacturing 130

CFO News Room

DECEMBER 29, 2022

And the Democratic governor of California, Gavin Newsom , announced he would not run, regardless of President Joe Biden’s plans. How the Hill’s newest progressives plan to wield power” [ Politico ]. “An If you are planning to travel on New Year’s, do consider your plans carefully. * * *. Suck up, kick down. * * *.

Healthcare 130

Healthcare Economics Numbers Concentration 130