Nerd's Eye View

SEPTEMBER 25, 2023

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson.

CFP 246

CFP Financial Planning Planning Certification 246

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Satyam soon went on to cross the $2billion mark in 2008. 544 in 2008. This was what happened with Satyam Computer Services. 7000 crores.

Banking 131

Banking Accounting Ethics Sales 131

Trade Brains

APRIL 17, 2023

He has been quoted multiple times stating how his grandmother helped him develop a strong set of values and ethics system which have guided him ever since he was a boy. One of the first reforms he put in place was setting a retirement age. Nine years later Ford was on the verge of bankruptcy after the 2008 global financial meltdown.

Retirement 98

Retirement Engineering Manufacturing Ethics 98

Indigo Marketing Agency

DECEMBER 19, 2022

He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Learn more about Grace on LinkedIn.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Irrelevant Investor

NOVEMBER 25, 2017

The biggest problem with that line, not ethically but actually, is that faking it might get you the meeting, but it didn't help you in the meeting. It was late 2008 and I was making at least a hundred cold calls a day. One of these times was with a woman who was probably 10 to 15 years away from retirement and was ready to get serious.

Ethics 52

Ethics Insurance Wealth Management Accounting 52

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has. RITHOLTZ: Just not a great fit.

Investing 130

Investing Investments Valuation Portfolio 130