Concentration, Healthcare, Tax Planning and Treasury

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). For advisors who are prohibited from giving tax advice, tax planning can be an alternative approach for discussing tax matters with clients.

Planning

Planning Benchmarking Profit and Loss Communication

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

2022 Best-Of Highlights From The Nerd’s Eye View Blog

Transcript: Ted Seides

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