CFO News Room

NOVEMBER 28, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Tax Planning. He can be reached at [email protected].

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. They’ll do tax planning, right?

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. It had gone from a fairly, fairly heavy retail business to a very institutional business. He knows how to manage risk, and he knows how to trade for a profit for a p and l. Or who has this profit?

Marketing 108

Marketing Treasury Banking Profit and Loss 108