CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Restructuring Planning Marketing Accounting 130

Barry Ritholtz

NOVEMBER 8, 2022

I mean, I didn’t want to blow my own trumpet up too much because most of the positions were in place, the quality funds, which more defensive and less leveraged, and low allocation to — a relatively low allocation to equities, and then the hedge funds sort of long/short positions that benefited in the financial crisis.

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Barry Ritholtz

DECEMBER 26, 2023

What was the original career plan? There was hardly any time for, for planning. 00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. You, you mentioned the fed raising rates. 00:00:57 [ Stephen Suttmeier ] Thank you very much, Barry.

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