CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

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Education Planning Benchmarking Investments 130

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 Accounting Marketing 130

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

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Investments Benchmarking Valuation Construction 52

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.

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Investments Marketing Numbers Risk Management 60

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. Was that something you were planning on doing or — RIEDER: No. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. And you know, I love markets.

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Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. Real money.

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Benchmarking Concentration Investments Profit and Loss 103

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. When that home comes up for sale, a lot of families show up that wanna live in that home. And so that’s, that’s where we’ve been.

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Profit and Loss Investments Marketing Securities 56