Nerd's Eye View

JUNE 21, 2024

At the same time, they also overwhelmingly recognize the value of financial advisors , not only for increasing their wealth beyond what they could have achieved on their own , but also for helping them feel more prepared and less stressed about their finances!

Math 98

Math Tax Planning Treasury Leverage 98

CFO News Room

NOVEMBER 29, 2022

” because we definitely have some clients that prefer that way of thinking and viewing their finances, instead of your traditional balance sheet, right, or just your assets and then your liabilities. So, we do look at clients from the complexity of what type of planning they have. ” Anh: Exactly, yes. ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not? Unless they have their own foundation.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

FEBRUARY 2, 2022

I know their name, now I know like a full snapshot of their finances, I know exactly what they’re looking for, I may even have notes from the Zoe team on how their discussion went with the prospects. But if every 1 of those 100 has a few couple million in assets, that math checks out pretty quickly for the larger firms.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And they can ask us any question they want about their finances. I mean, I can do sort of the math overall, 200 million under management, and 206 clients.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 17, 2022

Among those who do not, the perceived cost was the most common reason given (38%), followed by not having enough money (33%), having a financial situation simple enough to handle on their own (27%) and enjoying handling their finances themselves (17%). And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. How can you finance yourself? 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well. The cost of financing, everything.

Marketing 112

Marketing Banking Treasury Profit and Loss 112