CFO News Room

NOVEMBER 29, 2022

So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right? ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: So it’s Hartford HealthCare. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. He told me, look, there’s a woman by the name of Shahir Knight, you’ve gotta go out and hire Shahira if you want to get taxes done. Like Shahir is your person.

Marketing 107

Marketing Treasury Banking Profit and Loss 107