Barry Ritholtz

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? So the harvest losses to offset future gains. We’ll do estate planning and other complex financial planning. They have a risk management technology.

Investments 111

Investments Profit and Loss Education Advertising 111

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. ” What does that mean? ” Matthew: It’s very risk management based. Author: Michael Kitces. Team Kitces. Matthew: Yeah.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk.

Marketing 108

Marketing Treasury Banking Profit and Loss 108