CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 12, 2022

Also in industry news this week: Why “SECURE 2.0” Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Pundits broadly continue to believe that regardless of the composition of the next Congress, SECURE 2.0 He can be reached at [email protected].

Planning 130

Planning Compliance Leverage Investments 130

PYMNTS

JUNE 17, 2020

There exists an uncomfortable intersection between the public service of healthcare and the pursuit of profit. Talaga said the enhancements to its healthcare platform come as “telehealth has exploded. We’re in the midst of another recession. The question remains: How to pay for it all?

Healthcare 64

Healthcare Planning Profit and Loss Leverage 64

CFO News Room

FEBRUARY 2, 2023

Quick summary: “[T]he rapid liberation of women and the labor-market shift toward brains and away from brawn have left men bereft of what the sociologist David Morgan calls ‘ontological security.’ Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Not a “rule.”

Advertising 130

Advertising Healthcare Profit and Loss Education 130

Barry Ritholtz

DECEMBER 5, 2023

The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. Michael Fish is co-founder and CEO of American Securities. I found this conversation to really be intriguing and I think you will also, with, with no further ado, my discussion with American Security, CEO, Michael Fish. You get a Stanford MBA.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Economics 57

Economics Education Profit and Loss Banking 57

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. So the harvest losses to offset future gains. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. Is this aimed at the advisor community?

Investments 111

Investments Profit and Loss Education Advertising 111