CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” Matthew: It’s very risk management based. In fact, we probably would have been much more profitable. Author: Michael Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. And they go on longer and longer and obviously more profitable for the states that run the lottery. Risk management.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … risk management. The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities?

Investments 120

Investments Marketing Profit and Loss Banking 120

Barry Ritholtz

MARCH 27, 2023

It’s a matter of making better decisions and being more profitable. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. That’s an amazing lesson in life, right, to take failure and losses as business as usual.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. RITHOLTZ: Put up your losses in advance. So now what do you do with risk management? BORISH: With pleasure.

Math 59

Math Risk Management Profit and Loss Marketing 59

Barry Ritholtz

MARCH 12, 2024

And so, so we sort of felt pretty stupid for a while because we did a lot of losing trades in 2006 that were the, you know, that obviously didn’t come to fruition until the actual people could see the losses. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’re doing a lot of math in your head on the Fly. Or who has this profit?

Marketing 112

Marketing Banking Treasury Profit and Loss 112