Remove Math Remove Planning Remove Profit and Loss
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Avoid the Unforced Investment Errors Even Billionaires Make

Barry Ritholtz

Fees of 2% plus 20% of the profits are a huge drag on performance. The SVB loss served me right; it was a reminder of how quickly I get cocky and arrogant after a score. It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing.

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Nonprofit Accounting Basics for Founders, Board Members & Executives

The Charity CFO

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). The basic accounting principles for nonprofit organizations are the same as accounting for for-profit companies. . But you don’t pay your vendors until October and November.

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This FP&A Factor will Cost US Businesses $7,800,000,000 in 2022

The Finance Weekly

Breaking down the Math. As we learned from Lego, this can propel profits to a whole new level. This is an indirect loss, because it is hard to put a number on how much a company is losing out on when they already have a positive profit margin. Professor Mikhail B.

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Using Detailed Meeting Checklists to Drive Referral 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.

Planning 130
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Unlocking Growth By Asking For A Referral And Showing Value

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.

Planning 130
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Transcript: Kristen Bitterly Michell

Barry Ritholtz

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And I did a lot of options math, which I thought was interesting. Absolutely.