Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households.

Management 130

Management Financial Advisor Clients CFP 130

Good Financial Cents

APRIL 19, 2023

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Accounting 105

Accounting Investments Investing Media 105

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

OCTOBER 19, 2022

Just go with your business plan.” in June of 2009. You know, another thing Bill did that I thought was really great at that time is when London sky is falling, everybody is laying off. Bill said, “No, no, no, we’re going to keep investing. So we hired great people. We were able to buy advertising really cheap.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

The Big Picture

JULY 4, 2023

Back in 2009 or maybe it was ’10, if you remember, hedge funds were largely short Lululemon. We do case studies, idea pitches, mock portfolios, business plans. WEINSTEIN: So let me give you a little example. It sounds like it’s not an easy thing to do. Those are all sort of the hoops we have them jump through.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JULY 18, 2023

We did really well in a relative basis in 2008 and exceptionally well in 2009. And we have a great leadership team that Stephen Scherr is running that’s doing an exceptional job in prosecuting that business plan. And I didn’t really think I’d put it all on the line, but ultimately I did.

Investments 130

Investments Investing Assets Insurance 130