Sentences with phrase «comprehensive financial planning exercise»

Birenbaum: I'd say the biggest mistake investors make is avoiding the type of comprehensive financial planning exercise that would identify:

Not exact matches

The Comprehensive Capital Analysis and Review (CCAR) is an annual exercise by the Federal Reserve to assess whether the largest bank holding companies operating in the United States have sufficient capital to continue operations throughout times of economic and financial stress and that they have robust, forward - looking capital - planning processes that account for their unique risks.