Performance Measuring Planning Securities 
Barry Ritholtz
DECEMBER 30, 2024
You cannot eat relative performance. Measure results on a total return, portfolio basis against your own objectives, not someone elses. The cost price of a security is a matter of historical insignificance, of interest only to the IRS. Stick to your plan. The other way around, it can be diminished quite rapidly.
CFA Institute
APRIL 10, 2023
Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.
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Future CFO
AUGUST 7, 2024
Danny Ho Innovation and planning Part of the strategies to drive innovation in the business include external presence and taking a role in the industry. Targets on the other hand encourage an ‘open mindset’ and for us to plan what we want to achieve backed up by clear action plans on what we intend to do."
CFA Institute
FEBRUARY 25, 2022
How can we mitigate sequence of returns risk (SoRR)?
CFO Talks
MARCH 20, 2024
It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.
Planful
DECEMBER 8, 2015
Many Finance teams continue to employ approaches to planning, reporting, and analysis that lack the speed, flexibility, and ability to provide insight necessary to support their companies’ growth goals. They suffer from a range of things: Cumbersome and inflexible planning and budgeting. Stale business information.
CFA Institute
MARCH 15, 2023
How can we incorporate dynamic spending into retirement income projections?
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