Abnormal Returns

MARCH 13, 2023

Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. thinkadvisor.com) Practice management What really makes financial advisers happy?

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

James Hendries

NOVEMBER 12, 2022

Financial Risks Inherent to Entrepreneurship. Even the smallest new business may require something in the way of initial startup costs. The ultimate risk of any startup venture is the loss of this initial capital, and the risk this actually poses depends on the source of this cash. Mitigating These Financial Risks.

Startup 52

Startup Business Planning Financial Planning Risk Management 52

James Hendries

FEBRUARY 23, 2023

Financial Risks Inherent to Entrepreneurship Even the smallest new business may require something in the way of initial startup costs. The ultimate risk of any startup venture is the loss of this initial capital, and the risk this actually poses depends on the source of this cash. LPL Tracking # 1-05186914

Startup 40

Startup Business Planning Financial Planning Risk Management 40

Sara Grillo

APRIL 10, 2023

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space. So please subscribe!

Investing 52

Investing Investments CFP Financial Advisor 52

Good Financial Cents

AUGUST 12, 2023

By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. Careful risk assessment and strategic planning are vital to mitigate these risks and ensure consistent income streams.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. So, so let’s talk a little bit about risk management.

Assets 143

Assets Management Portfolio Investing 143

The Big Picture

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. We probably had 700 employees at that time, but only about $30 billion in assets under management. So it was really, really fun startup, very collaborative, felt like a family.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277