Numbers Profit and Loss Tax Planning 
CFO News Room
DECEMBER 30, 2022
We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. He has an MA from Johns Hopkins University and a BA from the University of Virginia.
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. ” I think your number at the time was somewhere like 15 great fit clients to take on every year. Author: Michael Kitces. Team Kitces.
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CFO News Room
NOVEMBER 28, 2022
Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries.
CFO News Room
DECEMBER 23, 2022
We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.
CFO News Room
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. He can be reached at [email protected]. Read more of Adam’s articles here.
CFO News Room
NOVEMBER 19, 2022
From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. Paying taxes is never a fun thing for clients.
Barry Ritholtz
OCTOBER 19, 2022
RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”
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