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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. While SECURE 2.0

Planning 130
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2:00PM Water Cooler 2/2/2023 | naked capitalism

CFO News Room

Anti-vaccine sentiment has exploded on the right, and DeSantis has seized its leadership. ‘I 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.’ Not a “rule.”

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Transcript: Michael Fisch

Barry Ritholtz

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.

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Transcript: Tom Rampulla

Barry Ritholtz

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. And if you think about that from a leadership perspective, a management perspective, you focus on one constituent, you the investor and that’s it.

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Transcript: John Hope Bryant

Barry Ritholtz

So I think that resiliency piece, never giving up, never giving in, redefining, Barry, success as going from failure to failure without loss of enthusiasm, I think that’s everything. Poverty, sustenance poverty is a roof over your head, food on your table, reasonable healthcare, it’s a sustenance, the ability to sustain yourself.

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Transcript: Tom Wagner, Knighthead Capital

Barry Ritholtz

So I had a lot of job security. And it was the most profitable day of trading I’d ever had. And in real estate lending, that’s all about avoiding loss. And we have a great leadership team that Stephen Scherr is running that’s doing an exceptional job in prosecuting that business plan. in the evening.

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Transcript: Liz Hoffman

Barry Ritholtz

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. Ends up turning about $27 million of swap premiums into 2 billion plus in profit. RITHOLTZ: Sounds dry and tedious, but. What led to that approach? HOFFMAN: I mean, at heart, I’m a narrative journalist.