Remove Math Remove Nonprofit Remove Risk Management Remove Tax Planning
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. All of the tax planning, and all of the behind-the-scenes work.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

And it got to the point where there was the potential to do this nonprofit, like charitable bet. 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: Yeah, that’s right.