Nerd's Eye View

SEPTEMBER 28, 2022

Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.

Executive Compensation 130

Executive Compensation Financial Advisor Wealth Management Recruitment 130

Cordant Wealth Partners

NOVEMBER 20, 2020

During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). One way to look at it is simply the average failure rate of publicly traded companies.

Compensation Planning 52

Compensation Planning Taxes Distribution Retirement 52

Cordant Wealth Partners

JANUARY 28, 2021

During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). One way to look at it is simply the average failure rate of publicly traded companies. When to distribute? How to invest?

Compensation Planning 52

Compensation Planning Taxes Planning Retirement 52

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. It certainly lagged the stock market and executive compensation. RITHOLTZ: Right.

Valuation 298

Valuation Education Numbers Government 298