Remove Concentration Remove Math Remove Planning
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10 Biggest Ideas in “How NOT to Invest”

Barry Ritholtz

Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. We evolved in an arithmetic world, so we are unprepared for the exponential math of finance. Create a financial plan (then stick to it). Bad Numbers : 4. It boils down to context.

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At the Money: Meb Faber on Tax Aware ETFs

Barry Ritholtz

(December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Maybe it’s due to employee stock option plans.

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Members’ Profile: Rofhiwa Irene Singo

CFO Talks

However, my commerce teacher noticed my aptitude for math and saw potential in me for a different path. I was particularly impressed with how organised and meticulous the Chinese are in their planning and how they receive their guests. My interest in finance began unexpectedly in high school.

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Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’

Barry Ritholtz

What, what was the original plan Stephanie Kelton : To be a dentist. Wasn’t the Excel spreadsheet error, which changed their math. And your plan is to completely offset that spending with new revenue. That sounds like you were teeing up for a career in academia. Barry Ritholtz :Why a dentist? Trillions of dollars.

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10 Weekend Reads

Barry Ritholtz

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. But It Is Fighting Back. As revolutionary new weight-loss drugs turn consumers off ultraprocessed foods, the industry is on the hunt for new products. (

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James Owen, Global Chief Financial Officer, Profiles Division, Kantar

Generation CFO

This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University.

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.