Remove tag income tax returns
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Transcript: Jenny Johnson, Franklin Templeton

Barry Ritholtz

What you tend to see is as people earn more and have more and more savings, somebody said to me anecdotally, if you have sort of three years’ worth of savings of your income, that’s when you start to look for advice. I could do my own taxes. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes.

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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

Hey, by the way, here’s the tax consequences. Or even sometimes people just get confused between taxes, and attorneys, and financial planners. ” And then I can just write back another note and say, “No, it sounds like more they’re looking for a tax attorney. Go rebalance this. ” All of that stuff.

Planning 130
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Transcript: Gary Cohn

Barry Ritholtz

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. And, you know, there were a lot of hedge funds talking about how to, how they were making 20, 30, 40% returns in commodities.

Marketing 107
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Transcript: Angus Deaton

Barry Ritholtz

“After a brief and undistinguished career at the Bank of England” You return to academia as a professor of econometrics at the University of Bristol Who puts that in their CV? 00:14:01 [Speaker Changed] And, and when people do the comparison, alright, you’re paying a lot more taxes there. Huge burden.

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Transcript: Dave Nadig

Barry Ritholtz

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. And certainly, we could have a whole conversation about, you know, okay, well, this combination of interest rates and inflation and expected returns on equities is different, and so maybe we need to adjust.

Finance 107