Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. It’s great to be here. 00:02:41 [Barry Ritholtz] So, so you have a really interesting and unusual background.

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Valuation Investments Finance Math 52

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

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Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 8, 2022

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.

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Restructuring Planning Accounting Marketing 130

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 part of their own tax planning. 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. What’s the valuation?

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Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

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Investments Marketing Numbers Risk Management 61

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. Low price stock has historically had some very large concentrated positions. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. They announced a $640 million loss and ouch.

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Benchmarking Concentration Investments Profit and Loss 103