Clever Girl Finance

OCTOBER 19, 2023

How can I make money if I don’t want to work? Your body and maybe your intuition are talking to you. But if you have to navigate unhealthy office politics alone, it’s hard not to say you don’t really want to work anymore. Find a way to help others Sometimes the best way to make yourself better is to help others.

Planning 61

Planning Clients License Wealth Accumulation 61

Inside Information

OCTOBER 30, 2021

“Because of the new SEC—where we now have three out of the five commissioners who understand what fiduciary advocates have to say,” he says, “we have the best opportunity to make progress on fiduciary advice and investor protection than we have since Arthur Levitt was chair 21 years ago.”. Name change?

CFP 40

CFP Commission Investing Investments 40

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

Sara Grillo

FEBRUARY 13, 2023

In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. Don’t let your clients get taken! For those of you who are new to my blog/podcast, my name is Sara. Listen to this show. So please subscribe!

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 11, 2023

To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. To me, what makes for good valuation is you’re either a disciplined storyteller or an imaginative number cruncher. And I think that’s a loss.

Valuation 289

Valuation Education Numbers Government 289