Prioritization Restructuring Securities Tax Planning 
CFO News Room
NOVEMBER 8, 2022
And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. Cean: Yeah. We met at an insurance agency.
Barry Ritholtz
OCTOBER 3, 2023
At the time, the Mexican, after the Mexican restructuring, they had, they had Mexican bonds with an oil option embedded in them. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. Made sense.
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