CFO News Room

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Gone are the days when you had to be an expert or work with a stock broker to buy company shares or invest your money. You can invest your money in several ways, with options for every level of risk tolerance and investment understanding.

Investments 130

Investments Education Accounting Finance 130

Strategic Treasurer

MARCH 6, 2023

I still have checks” as a playful way of addressing some people’s views, not finance views, but some people’s views on liquidity and I guess some of the old-style payment methods like checks. Meredith Zonsius 2:14 Cash is one of the most basic of all finance terms while cash is certainly cash.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury GAAP 52

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

NOVEMBER 29, 2022

And when the folks over at the Bloomberg Invest Conference came to me and said, “Hey, we’re looking for somebody who’s a little out-of-the-box thinker and kind of interesting, who might you suggest as an interviewee?” We did the interview at the Bloomberg Invest Conference. investment grade. Sorry, guys.

Marketing 108

Marketing Treasury Investments Banking 108