The Big Picture
JANUARY 21, 2025
And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. I did it in 2000, 2002. And I, I found it to be an absolutely fascinating conversation.
The Big Picture
APRIL 8, 2025
Barry Ritholtz : Well, that was sweet of them to do it that way… You know, I have a vivid recollection from the people I, we, we were talking about Josh Frankel and Dave Rosenberg, and I know a lot of Rich Bernstein, all these people I know from the 2000 Era Merrill Lynch. You guys offer the full suite of services.
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MainStreet Financial Planning
NOVEMBER 14, 2024
Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein, as they provide insights into establishing a meaningful estate plan to ensure a smooth transfer of assets through trusts, wills, and essential directives. About Barry W.
Wealth Management
JUNE 24, 2025
There are moments where I’m OK in a normal market, trailing the S&P by a little bit, but in these massive up markets, you can’t afford to trail by 2000 basis points,” Loukas said. Loukas still sees the benefit of uncapped funds. Something that is uncapped has the ability to track the S&P up the ladder without being capped out.
Brown Advisory
DECEMBER 2, 2015
History offers many examples of investors beguiled and then burned by high-yield bonds sold by overleveraged companies, from telecommunications firms in 2000 to homebuilders in 2007 to coal mining companies in 2014. Carroll’s is viewed as a valuable partner for Burger King and is often asked to turn around floundering franchises.
International College of Financial Planning
NOVEMBER 10, 2021
There are less than 2000 people in India who have qualified CFP. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry. This is a global certification and comes with lots of perks.
Brown Advisory
SEPTEMBER 3, 2015
Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. Such protection can be a cornerstone for sound estate planning. Moreover, emigration has reduced the population to about 3.5 million from about 3.8 The island’s fiscal health has also slid steadily.
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