Fortune Financial

SEPTEMBER 25, 2023

Estate Planning Estate planning ensures your assets are distributed according to your wishes and can minimize tax liabilities, leaving additional resources to heirs. Services may include assisting with wills and trusts and developing a plan to transfer wealth to heirs or charitable organizations to create a legacy.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Estate Planning Estate planning ensures your assets are distributed according to your wishes and can minimize tax liabilities, leaving additional resources to heirs. Services may include assisting with wills and trusts and developing a plan to transfer wealth to heirs or charitable organizations to create a legacy.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

The Big Picture

APRIL 18, 2023

You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. There’s some like risk management things that you always need to be mindful of.

Assets 163

Assets Investing Investments Valuation 163

The Big Picture

OCTOBER 19, 2022

And so we don’t do the payment for distribution. There is that same payment for distribution service, the mutual funds. RITHOLTZ: So when I think of owning a financial, I think of three things. Second, if there’s a dividend distribution, I capture some of that. They have a risk management technology.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. Institutional clients, our own private wealth clients, and then third-party wealth clients where we manage money on behalf of other wealth managers distribution partners. We just get to focus on assets and asset risk management.

Assets 300

Assets Clients Investing Investments 300

WiserAdvisor

MARCH 13, 2024

This alignment is crucial for achieving long-term financial security and weathering market volatility with resilience. It serves as a fundamental risk management strategy. These include: Wills: A will is a legal statement that mentions how you want your assets to be distributed upon your death.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. 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. RITHOLTZ: Right.

Management 148

Management Recruitment Numbers Banking 148

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. And 00:27:26 [Speaker Changed] That sort of distributed computer has no ceiling in the real, essentially no capacity. So for me it was much more around, you know, being around fantastic people and really taking advantage of opportunities. Infinite capacity.

Banking 148

Banking Portfolio Assets Investing 148

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? It’s like the first couple years of going into financial services, it’s boot bootcamp.

Taxes 281

Taxes Banking Clients Management 281