The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded.

Assets 173

Assets Management Portfolio Marketing 173

Mr. Money Mustache

FEBRUARY 3, 2024

Over my retirement I’ve seen it: written off as just a phenomenon of the lucky winners of the 2000 Tech Boom declared obsolete after the 2009 Financial Crisis dismissed as a temporary fluke of the spectacular stock market of the 2010s and explained away as a Covid-era side effect that came from the taste of freedom that people got from remote work.

License 91

License Engineering Budgeting Manufacturing 91

Brown Advisory

OCTOBER 26, 2021

Outperformance of unprofitable companies, coupled with healthy capital markets activity in the biotech/pharma sub-sector over several years, has driven the weight of nonearners in the Russell 2000® Growth Index (R2G) to all-time highs (Exhibit 2). The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Manufacturing 52

Manufacturing Investing Investments Communication 52

International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. Numerous software and tools can do these jobs right now.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

ClearMoney

DECEMBER 5, 2021

General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. 2000), MSCI Korea Index (gross div.), 2000), MSCI Mexico Index (gross div.), US Department of the Treasury (2021). MSCI Peru Index (gross div.)(1999),

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

2General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. 2000), MSCI Korea Index (gross div.), 2000), MSCI Mexico Index (gross div.), 1US Department of the Treasury (2021). Dimensional Japan Ltd.,

Government 52

Government Commission Economics Distribution 52

Midstream Marketing

FEBRUARY 13, 2021

Naturally, service fees vary depending on factors like your service requirements, the number of locations you’re running, and the number of professionals in your firm. On average, we find that financial advisors pay about $200 + per lead on SmartAsset and up to around $2000 to $3000 for every new customer acquired.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

ClearMoney

DECEMBER 14, 2021

Decades of research on stock returns has produced a vast number of published factors. 5Wes Crill, “Out of Bounds: Style Drift in the Russell 2000 Value Index,” Insights (blog), Dimensional Fund Advisors, June 2021. French, “Dissecting Anomalies with a Five-Factor Model,” Review of Financial Studies 29, no. 1 (January 2016): 69–103.

Investing 52

Investing Investments Commission Distribution 52

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. These include: MOL Corporation Microsoft Online, Inc. Vexcel Corporation Microsoft Payments, Inc.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Zoe Financial

JUNE 6, 2023

Eye-opening and jaw-dropping reactions are expected when we look at the numbers related to high education over the last two decades. From 2000-2020 the average annual tuition inflation was 5.1% One of my clients enrolled in a university aviation program to get his pilot license. Did You Know?

Education 40

Education Taxes Financial Advisor Planning 40

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments. And she had a number of standing slots on TV shows.

Portfolio 130

Portfolio Management Assets Investing 130

Sara Grillo

JUNE 20, 2022

He said that it actually worked pretty well, because just by the sheer number of people he was talking to on a weekly basis, there was enough lead activity that came out of it. I had a book that I took over as a very small book, but go out and prospect Banister to build it, do as much as you can and hit you hit your numbers.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. KLINSKY: That was a super hot theme in the year 1999 and 2000. RITHOLTZ: Right. KLINSKY: Right.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. Because when I started MarketCounsel and the Hamburger Law Firm back in 2000, the only firms that were doing regulatory compliance work were registration services and service bureaus. RITHOLTZ: Really? The Nasdaq falls.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

DECEMBER 26, 2023

And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. So it’s like, yeah.

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

NOVEMBER 25, 2024

Would you license these models to me? Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not. And I think that helped fuel the smart beta boom of the 2000 tens. 12, 14 even that not a lot of numbers. Oh yeah, for sure.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

Engineering 259

Engineering Banking Numbers Management 259

The Big Picture

AUGUST 22, 2023

SUNSTEIN: Well, when you say directly, that’s true, except the number of meetings I had with President Reagan was zero. The number of mediated interactions I had with President Reagan was about five, and the amount of work that I did for the president was basically every day. SUNSTEIN: Yes. RITHOLTZ: And his staff.

Economics 245

Economics Media Government Numbers 245