Remove Concentration Remove Hurdle Rate Remove Planning
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Marking Time: A new year, a fresh semester and its class time!

Musings on Markets

To sit on the live classes, you have to be a Stern student enrolled in the class, but I plan to record the classes and you can watch those recordings either on my website or on YouTube (where each class will have its own playlist), and access supplementary material (slides, post-class tests).

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Restructuring Compensation And Roles To Align For Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Transcript: Stephen Suttmeier

Barry Ritholtz

What was the original career plan? There was hardly any time for, for planning. So it’s gonna take a little more confidence, you know, and equities to, because you get your, your hurdle rates higher, you know? And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer.