CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

APRIL 25, 2023

You guys did a nice job, and that was, I don’t know, 12 years ago? But I was definitely informed by my father’s study groups, you know, I knew his network of friends and colleagues. So, any time that there’s that type of divide between would-be partners, big red flag. They’re a very prideful group, right?

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

CFO News Room

DECEMBER 9, 2022

Video surveillance captured Brinton removing the suitcase from the carousel and putting the bag’s tag in their handbag before leaving ‘at a quick pace,’ the police complaint read. LGBTQ+ groups were sloppy, ethically negligent, and shockingly unprofessional, choosing expedience over prudence in turning Brinton into a national spokesperson.

Healthcare 130

Healthcare Numbers Planning Economics 130