The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Clients 162

Clients Investments Investing Management 162

Random Roger's Retirement Planning

JULY 29, 2023

This past week I worked for three and half days on Type 3 Incident Management Team (IMT) as a liaison trainee on a wildfire here in Yavapai County. When I talk about taking a long lead time to a Plan B or post retirement gig, I am not kidding. I have a ton to learn about every facet of this.

Retirement 40

Retirement Planning Risk Management Clients 40

Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

JULY 4, 2023

What were your early career plans? RITHOLTZ: So you launch your own firm IDW in 2003. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process.

Management 147

Management Recruitment Numbers Banking 147

Good Financial Cents

AUGUST 12, 2023

By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. Careful risk assessment and strategic planning are vital to mitigate these risks and ensure consistent income streams.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.

Banking 147

Banking Marketing Marketing Investments 147