Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games.

Communication 130

Communication Planning Education Numbers 130

Global Finance

DECEMBER 6, 2024

Private banks expand offerings to meet changing client demands. For 10 consecutive years, Global Finance has recognized the leaders and visionaries in the private banking industry through our Worlds Best Private Banks awards. Global Winners Best Private Bank In The World: J.P. trillion under supervision.

Banking 97

Banking Education Leadership Investments 97

CFO News Room

NOVEMBER 28, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Tax Planning. whether to bunch contributions ) as well as location planning for charitable giving (e.g.,

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. 00:29:57 You’ve got a big banking business that you care about, and you’ve got a lot more aspects of the company that you care about. We did not have the strongest West Coast banking presence. They run outta liquidity.

Marketing 112

Marketing Banking Treasury Profit and Loss 112