CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

CFO News Room

NOVEMBER 22, 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.

Planning 130

Planning Profit and Loss Communication Education 130

Michigan CFO

NOVEMBER 26, 2021

They will handle budget planning and forecasting, develop strategies for growth, and ensure accurate financial records are maintained. Your business will always need financial planning skills and budgetary management. Manufacturing. Or maybe you just rely on your bank account balance to do the math for you. Learn More.

CFO 52

CFO Budgeting Math Accounting 52

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. Most businesses, SMBs included, plan for rainy days, and have access to capital of some kind to smooth over those lumpy cash flow crunches. Doing The Math.

Construction 92

Construction Sales Math Manufacturing 92

PYMNTS

JANUARY 19, 2017

So good in fact, Fortune reported, that the company announced plans to double the size of its local AI research group, increasing the number of team members from 40 to 80. Indianapolis Sheds Manufacturing Reputation. Montreal’s AI Future . In many ways, the city is steadily becoming a center for new technology.

Math 44

Math Startups Nonprofit Manufacturing 44

PYMNTS

JANUARY 12, 2017

Vikram Singh , who heads the alliances/partnership team for smartphone manufacturer Xiaomi’s business in India , recently gave PYMNTS an inside look into how he sees the market unfolding. Capitalizing on those opportunities means understanding the complexities that await businesses who want to get in on the ground floor.

Manufacturing 40

Manufacturing Math Numbers Data Analysis 40

PYMNTS

JULY 13, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It Such data can also help device and equipment manufacturers improve their products and offerings.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JULY 12, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It Such data can also help device and equipment manufacturers improve their products and offerings.

Advertising 40

Advertising Math Construction Marketing 40

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. Urban, urban planning.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

NOVEMBER 21, 2023

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. So here’s the math, Barry. So of course, when you have that level of volatility in the market, right, it’s gonna put a little chill into people’s plans. He, he chose a, a challenging time.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Investments 63

Investments Marketing Numbers Risk Management 63

Barry Ritholtz

NOVEMBER 22, 2022

Number one, manufacturing has been strong in the Southeast for a number of years. And so you see a lot of car manufacturers operating down there. And so when you think about, you know, the south and you think about industries that are moving, it continues to be manufacturing and logistics. SHAW: A lot of car companies.

Investments 58

Investments Finance Education Numbers 58

Barry Ritholtz

SEPTEMBER 26, 2022

The math never seems to work out. CASE: Well, when we decided to do a road trip, we planned this for more than six months in advance. Whenever I see, you know, a groundbreaking where some giant company comes in with all these tax abatements, we start with Foxconn in Wisconsin, turned out to be a bust. What are they allowed to bring?

Mergers and Acquisitions (M&A) 68

Mergers and Acquisitions (M&A) Startups Investments Healthcare 68

PYMNTS

OCTOBER 16, 2017

A launch date was planned. Out the investor went, proudly showing the world the newest innovation in clothing design and manufacturing all his own. The innovation sold to this investor was related to textiles, design and the fabrication of clothing. Their beta version was a suit they were making just for him. In concept.

Currencies 71

Currencies Financial Systems Concentration Securities 71

Barry Ritholtz

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. And I was always good at math and, and I had been writing code since I was in the sixth grade. And so that’s, that’s where we’ve been.

Profit and Loss 58

Profit and Loss Investments Marketing Securities 58

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. What was the career plan? Well, there was no career plan really. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. 00:01:48 [Savita Subramanian] Yeah.

Finance 58

Finance Marketing Numbers Investments 58

Barry Ritholtz

SEPTEMBER 26, 2022

“ Elon Musk says he would reverse Twitter’s Trump ban “ Don’t buy a new gasoline car unless you’re planning to get rid of it in just a few years, which is kind of dumb, because then you’re eating the depreciation. Regardless, this is thought provoking. Not everything is equal folks.

Math 131

Math Manufacturing Education Numbers 131

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? RITHOLTZ: Manufacturing, Ford as an example, sure. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. HOFFMAN: Contingency planning here was brutal. RITHOLTZ: Really?

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

JUNE 3, 2024

What was the original career plan? Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. It was kidding.

Math 58

Math Marketing Treasury Valuation 58

CFO News Room

DECEMBER 16, 2022

So the gruff 81-year-old is planning to be a chair who can do both: embrace his activist roots while also working across the aisle on incremental gains that could actually become law. It is math, but it’s practicing racial discrimination. What’s more, many Democrats don’t support all of Sanders’ policy prescriptions. 1* has taken over.

Math 130

Math Education Management Consulting Healthcare 130

Barry Ritholtz

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. You trade back and forth and we decide on the group goal in the plan, which is what this is ought to do. ” MCRANEY: Yes.

Entertainment 120

Entertainment Numbers Finance Math 120

PYMNTS

APRIL 13, 2020

This mix of SMBs includes retailers, restaurants, professional and personal services firms, contractors, manufacturers, wholesalers and tech firms. Many of them can more or less predict when those blips will occur, and have planned for and/or have access to working capital in one form or another to smooth over those temporary lulls.

Math 115

Math Economics Manufacturing Sales 115

Barry Ritholtz

NOVEMBER 12, 2024

And within five minutes of getting off the planet, I had no real reporting plan. If you’re the paint manufacturer in California needing a drum of chemicals that’s stuck in Washington state, and now you gotta tell your customers you’re late with the order, that doesn’t seem particularly efficient.

Manufacturing 103

Manufacturing Economics Numbers Entertainment 103