NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. Leadership Award. He has built and nurtured relationships throughout the industry.

Ethics 138

Ethics Retirement Planning Education CFP 138

The Big Picture

OCTOBER 1, 2023

My Sunday morning look at incompetency, corruption and policy failures: • Inside Sam Bankman-Fried’s Family Bubble : At Stanford Law School, Joseph Bankman and Barbara Fried specialized in ethics and social fairness. He disclosed none of these activities on his annual disclosure forms, an obvious violation of federal ethics law.

Ethics 130

Ethics Medicine Medical Accounting 130

Brown Advisory

MARCH 28, 2017

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

MARCH 28, 2017

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings. Knowledge is Power.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

JUNE 12, 2017

Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. More importantly, insurance contributed $91.5 annualized compared with 6.9%

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. More importantly, insurance contributed $91.5 annualized compared with 6.9%

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

AUGUST 29, 2022

So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. RITHOLTZ: In 2016 …. RITHOLTZ: You made my retirement …. RITHOLTZ: Yes. BALCHUNAS: … the rise and the fall, right? What isn’t nuanced and what is the mother of all trends is high-cost to low-cost.

Assets 173

Assets Management Marketing Marketing 173