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. I’m so glad to be here.

Planning 130

Planning Investments Accounting Math 130

Musings on Markets

DECEMBER 10, 2023

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Barry Ritholtz

APRIL 25, 2023

He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. We retained your firm. You guys did a nice job, and that was, I don’t know, 12 years ago? It’s this word compliance that major firms have used because it’s a good catch-all.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

MAY 2, 2023

And then within LVMH, I moved to Tag Heuer, which is a pure watch business — RITHOLTZ: Right. It was really kind of in the Tag Heuer timeline for me, career-wise, that I became aware of Ben and of Hodinkee. RITHOLTZ: And, by the way, you guys did a very nice job on the app. FOWLER: — within the broader luxury group.

Retail 65

Retail Advertising Numbers Economics 65