Barry Ritholtz
SEPTEMBER 19, 2022
How would you like to buy a Rolex — brand new, with papers and box — for MSRP? Prices have skyrocketed for used timepieces, and it would be perfect to nab that Daytona or Batman you have been eyeballing all pandemic for a reasonable amount of cash. Watch Rapport (link omitted on purpose) has every Rollie for sale up for pre-order at MSRP.
Nerd's Eye View
SEPTEMBER 19, 2022
2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and needs for products such as mutual funds or life insurance (which the advisor would then be ready to sell to the client).
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Barry Ritholtz
SEPTEMBER 19, 2022
My back-to-work morning train WFH reads: • Most pros can’t beat the market : 2021 is the 13th consecutive years in which the majority of fund managers in this category have lagged the index. ( TKer ). • The 55-and-Older Labor Market Exodus Is a Statistical Mirage People in their late 50s and early 60s haven’t stopped working, and for those over 65, workforce participation declines have been smaller than generally portrayed. ( Bloomberg ) see also Quiet Quitting Is a Fake Trend : What peopl
Tips Watch
SEPTEMBER 19, 2022
Have you given up on longer-term Treasurys? It’s time to get back in the game. By David Enna, Tipswatch.
Speaker: Joe Wroblewski, Sales Engineer Manager
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
CFO Share
SEPTEMBER 19, 2022
The threat of a recession in 2023 could make you reluctant to take on new contractor expenses but engaging a Fractional CFO should be one major exception. You are missing an essential skill set for navigating a recession if your small business does not have a professional financial expert on your team. Not sure if a fractional CFO is the right hire for your business?
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Strategic Treasurer
SEPTEMBER 19, 2022
AR Leading Practices (Part 2): Identifying and Addressing Working Capital Needs. October 13 | 2:00 PM EDT. Register Now. Date. Thursday, October 13, 2022. Time. 2:00 PM – 3:00 PM EDT. Where. This is an online event. Speakers. Anna Tallo, Deluxe Craig Jeffery, Strategic Treasurer. Sponsored By. Hosted By. 1.2 CTP re-certification credits are pending for attendance to this live webinar.
Financial Analyst Insider
SEPTEMBER 19, 2022
A portfolio could be a collection (or group) of financial instruments formed by an investor. When an investor develops a portfolio, attention should be paid. The post Building a Successful Investment Portfolio: Financial Tips to Help You appeared first on Financial Analyst Insider.
Proformative
SEPTEMBER 19, 2022
Our customer is paying partially for an asset we will own. Should I record the v.
Strategic Treasurer
SEPTEMBER 19, 2022
Episode 219. The Strategic Treasurer Series: Mastering the Operational Role (Part 3). Our previous episode on treasury roles covered the differences between the strategic and operational roles. Today, we will continue the discussion by looking at mastering the operations side. Your daily operational responsibilities are the financial backbone of your business.
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The Reformed Broker
SEPTEMBER 19, 2022
TONIGHT AT 5:30PM EST! Michael Lombardi joins Michael Batnick and I on a special episode of Live from The Compound! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL executive, after thirty years working for the New England Patriots, San Francisco 49ers, the Oakland Raiders, and the Cleveland Browns. He also has a top-ten sports podcast, GM Shuffle, on the Ringer podcast network.
Strategic Treasurer
SEPTEMBER 19, 2022
Session 70. Coffee Break Session: What Is Fund Investing? What is fund investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to talk about fund investing. They discuss the various types of funds someone can invest in, the differences between those types, who uses the funds, and the risk considerations.
Future CFO
SEPTEMBER 19, 2022
Talent hiring and retention is the toughest among the top challenges for CFOs over the next 12 months, said Gartner recently. The tight labour market is part of a trifecta of factors including persistent inflation and supply chain disruptions that are set to continue challenging corporate profitability through 2023, the advisory firm noted. Gartner said it polled 234 finance leaders in July 2022 to identify the top challenges for CFOs over the next 12 months. .
Barry Ritholtz
SEPTEMBER 19, 2022
? ?. The transcript from this week’s, MiB: Albert Wenger, Union Square Ventures , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
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Future CFO
SEPTEMBER 19, 2022
Inflation has taken hold globally and won’t loosen its grip anytime soon. Mike Ward, Global head of advisory, Grant Thornton International Limited outlines one of the biggest challenges facing mid-market businesses. He also provides seven key actions businesses need to take now to deal with this threat. The post Seven key actions businesses need to take now to deal with inflation appeared first on FutureCFO.
Barry Ritholtz
SEPTEMBER 19, 2022
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Slow-Motion Coup Mark Danner What has Donald Trump taken from our democracy? Donald J. Trump’s essential advantage is to be always underestimated: treated as a narcissistic fop, a deranged and ignorant bull in the china shop of American governance. True, he flaunts his narcissism and mythomania with petulant and unflagging pride.
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