Indigo Marketing Agency

DECEMBER 19, 2022

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. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 She was also named a Top 10 Financial Advisor by Investopedia.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

DECEMBER 6, 2022

Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. BERRUGA: Exactly. RITHOLTZ: Oh, my goodness.

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

The Big Picture

JANUARY 9, 2024

And it stopped in like September of 2008. It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And it restarted in, I wanna say March of 2009, but like onlya little bit.

Banking 130

Banking Retail Math Management 130

Aleph

MARCH 25, 2023

Mar 24, 2023 The banking precedent that matters for where we are now isn’t 2008, but the empire-building a decade earlier [link] As I have said before, hand banking regulation back to the states. Do we really want payment networks to be ethics guardians? End interstate banking.

Banking 59

Banking Risk Management Government Accounting 59