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Transcript: Ted Seides

Barry Ritholtz

It’s much more about security selection and a relatively static portfolio construction. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. What’s the valuation? You still had 2012 to 2017 to finish the bet. I like Buffett’s idea.

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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.