FMG

JUNE 13, 2025

Advisors offer insights on retirement, long-term care, or market trends over lunch at a local café or conference room. How Social Security Seminars Convert Prospects Social Security remains one of the most in-demand topics for pre-retirees. Pi Day Pizza Parties Who knew Pi Day (March 14) could generate business?

Education 52

Education Food Clients Retirement 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. RITHOLTZ: What are your thoughts on the early retirement fire movement? It’s much deeper than math. SETHI: Yes. SETHI: I like any movement that gets Americans to think about increasing their savings rate.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JANUARY 7, 2025

But within a year and a half I retired all our hedge fund business because I could see the capital inflows going into the private markets opportunity. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be. The institutional investor does not like that math.

Valuation 130

Valuation Engineering Numbers Marketing 130