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StrategicPlanning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans.
StrategicPlanning in Volatile Markets. We believe that the current environment offers a number of strategicplanning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.
And we had prioritized all our strategicplans, we had to figure out how to get them done while people were remote. We’ve always been a virtual company, just used to be through the mail and 1-800 number when I joined. So that’s a number I hadn’t seen before. Number one, you put it back into the business.
She has a number of investments as as really a entrepreneur and a venture investor. So then I, I knew the Yahoo folks, Jerry Yang and Sue Decker asked me to come in and help them in 2008. And so the magic number was $388 a month. That they could add to PayPal’s numbers. And so we offer that plan for $2,500.
There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. Over the next four years until last August, the number of 1%+ price changes in each 90-day period was consistently under 20.
It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategicplans at the parent company, though some of the subsidiaries do. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Berkshire doesn’t do strategicplans.)
It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategicplans at the parent company, though some of the subsidiaries do. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Berkshire doesn’t do strategicplans.)
They have a number of businesses that they’ve taken over through the debt side of the equation. I have worked at Booz Allen and Hamilton, I’m a strategicplanning guy. I get hired by Citibank in planning. I write a business plan for it. With a number of different people leading different departments.
We built a company that was focused on valuation, initially, actually targeting corporate strategicplanning departments. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. And people who are making just total wild guesses, right?
He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.
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