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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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Best Financial Innovation Labs 2025

Global Finance

Financial Services Company Labs (Working With External Startups and Scaleups) Many FIs host labs nurturing outside startups. Since its inception, the lab has worked with more than 100 startups, helping them integrate their products into banking use cases. Wenov’s WeLab experiments with emerging technologies.

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Why Breaking Even Might Be Your Biggest Business Mistake

CFO Plans

Unlock Your Business’s Full Potential with CFO Plans The Danger of a Break-Even Mindset in Business In the dynamic world of financial services, business owners often fall into a common trap: focusing solely on breaking even. Embrace Strategic Financial Planning Effective Financial Planning for Businesses goes beyond balancing the books.

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Wealthbox Signals Plan To Move Upmarket After Selling $200M Majority Stake (And More Of The Latest In Financial #AdvisorTech – July 2025)

Nerd's Eye View

market while differentiating on its AI-driven "Strategic Advice Manager" that automatically suggests (and even recommends) planning strategies based on client inputs – which could serve as an interesting test as to whether U.S.

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Cash Flow Management Tips Every Entrepreneur Needs to Ensure Financial Stability and Growth

KG Virtual CFO

For example, a service‐based startup that tracks daily inflows can adjust staffing or marketing spend before a liquidity squeeze occurs. Addressing these issues requires proactive monitoring and flexible planning to smooth out peaks and troughs, paving the way to sustainable stability. What Incentives Encourage Early Customer Payments?

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Navigating Financial Decisions in a Fast-Paced Business World

CFO Plans

For instance, a tech startup used client revenue segmentation to identify their most profitable customer segments. This requires targeted financial planning, ensuring every dollar spent aligns with strategic goals. By focusing on targeted planning, businesses can make sure their investments drive sustainable growth and profitability.

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Transcript: Bryon Lake, Goldman Sachs Asset Management’s Chief Transformation Officer

The Big Picture

What was the original career plan? And, and you probably know Bruce, but you know, for people listening, Bruce founded PowerShares originally, which was a, which was a startup ETF business. I was just parroting this article, and at the time the article started with Startup Power shares next to the petting zoo in Wheaton, Illinois.