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Adviser links: spreadsheet knowledge

Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms.

Financial Counseling 130
Financial Counseling Wealth Management Retirement Planning Retirement 130
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Transcript: John Hope Bryant

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Banking 143
Banking Economics Economy Business Planning 143
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