Carson Wealth

SEPTEMBER 5, 2023

These numbers can be volatile, as we were reminded by the downward revisions to prior data. It measures the number of employed workers as a percentage of the civilian population. As baby boomers retire, they leave the labor force.) The economy created 187,000 jobs in August, which was above expectations for 170,000.

Marketing 88

Marketing Marketing Economy Compliance 88

Random Roger's Retirement Planning

SEPTEMBER 4, 2024

Two articles with entirely different viewpoints on when and how to retire. The first one from the WSJ is about people taking intermediate length, six to 12 months I'd guess, sabbaticals every so often without prioritizing the potential consequences for retirement planning.

Retirement 45

Retirement Retirement Planning Financial Advisor Planning 45

Carson Wealth

OCTOBER 7, 2024

Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). The unemployment rate has increased from a low of 3.4% in April 2023 to 4.3% in July of this year.

Marketing 96

Marketing Marketing Economy Economics 96

Brown Advisory

JANUARY 20, 2023

In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s. military banking facilities; certain bank-to-bank settlements; accounts owned by certain retirement plans. In 2022, a professor with dual U.S.

Accounting 52

Accounting Compliance Taxes Banking 52

Mr. Money Mustache

MAY 20, 2022

Even Mr. Money Mustache, as a person who retired 17 years ago, is still in this boat for the simple reason that my retirement income from dividends and hobby businesses is still greater than my annual living expenses (which still hover around $20,000 per year). (It’s Everything else is just silly noise.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. So I got the job as Chief Revenue Officer of MSN in 2001. And so the magic number was $388 a month. That they could add to PayPal’s numbers. And she did a plan for me personally and answered the questions, can I retire?

Startup 147

Startup Advertising Engineering Numbers 147

Nationwide Financial

NOVEMBER 10, 2022

Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. VA benefits can include things like money for education, healthcare, life insurance, mortgages, and retirement income. Department of Veterans Affairs (VA).

Financial Planning 52

Financial Planning Planning Education Clients 52

Carson Wealth

SEPTEMBER 9, 2024

We like to look at the “prime-age” (25-54 years) employment-population ratio, since it gets around definitional issues that crop up with the unemployment rate (someone is counted as being “unemployed” only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 67

Marketing Marketing Economy Economics 67

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

Assets 162

Assets Investing Investments Valuation 162

Mr. Money Mustache

SEPTEMBER 4, 2023

Which quickly becomes an even bigger number than 12%. I remember paying $600 for a fancy-at-the-time undermount sink and $400 for a faucet for my first kitchen remodel in the year 2001. When the market eventually reawakens and starts setting new highs (which it will someday), any shares I buy right now will be worth 10% more.

Economy 83

Economy Banking Budgeting Investing 83

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investing 298

The Big Picture

MARCH 27, 2023

So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. So you retire in 2018. RITHOLTZ: There’s safety in numbers. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore.

Assets 285

Assets Investing Investments Management 285

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 299

Assets Clients Investing Investments 299

Random Roger's Retirement Planning

JULY 16, 2023

I first got interested in this idea in 2001 when I bought the book Multiple Streams Of Income by Robert Allen. We've explored this countless times in the context of trying to add at least one other income stream in retirement beyond Social Security and portfolio withdrawals. The numbers need to make sense. Rental property.

Certification 75

Certification Retirement Numbers Planning 75

The Big Picture

JUNE 7, 2023

You’ll retire a happy person, your kids. I wouldn’t need you as an LP to be retired, like managing my own money to someone else to be a manager in one office. September 10, 2001, no one knew there’d be a huge opportunity in airlines. First, focus on putting up the numbers. Your business will grow.

Management 277

Management Investing Investments Economics 277

The Big Picture

JULY 24, 2023

RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. Because obviously fundamental underpinning to the secular bull market, you know, number one is the fact that households are in better financial conditions than they have been since, you know, the GFC. RITHOLTZ: Right. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

Trade Brains

SEPTEMBER 28, 2023

Abdul Karim Telgi Scam : The story of Abdul Karim Telgi, known to many as Karim Lala , is one of “Rag to Riches” built on the foundations of a scam so huge that the official number are not confirmed. The police finally caught Telgi in November 2001 while he was on a religious pilgrimage at Ajmer, Rajasthan.

Government 59

Government Taxes Numbers License 59

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. The managed portfolio business began in 2001. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. And she had a number of standing slots on TV shows. I was on the Producer Price Index.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories. RITHOLTZ: You made my retirement …. BALCHUNAS: Yeah.

Assets 173

Assets Management Marketing Marketing 173

The Better Letter

JANUARY 12, 2023

” As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” Leo Tolstoy was a retired Russian military officer who fought in the Crimean War and was on hand for the siege of Sevastopol in 1854-55. That’s hardly negligible. El Ingeniero.

Economy 118

Economy Economics CFP Management 118

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

OCTOBER 5, 2024

To a number of people. 00:17:14 [Speaker Changed] So you tackle a number of weighty topics in the book. Because people don’t pay attention, they just see the big scary number. Plus, if your home prices appreciate dramatically, hey that’s great for your retirement. Crazy, crazy numbers.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

SEPTEMBER 1, 2024

I was told that a number of retired astronauts are increasingly troubled by Boeing’s performance. Boeing’s engineering woes extend beyond Starliner; they threaten NASA’s bigger goals of going back to the moon through its Artemis program, for which Boeing has become an essential partner.

Insurance 263

Insurance Commission Engineering Assets 263

The Big Picture

JULY 15, 2024

I wasn’t really that interested, but I gutted through it and I started interviewing for the first internships, and I started, you know, I had a number of them. I had a number of other things as well. You gotta go back to the 2001 recession. I realized I am not like these people and this is not what I want to do.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

MARCH 17, 2025

So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. Time, it, it seemed like a big number at the time, 787 billion. So right now what the federal government, this last fiscal year spent, let me just use rough numbers. And collects 5.2

Taxes 147

Taxes Economy Government Budgeting 147

David Nelson

OCTOBER 10, 2023

For days, traders have been gearing up for Friday’s jobs report with bulls hoping for a print less than 170,000 consensus and bears looking for any number hot enough to keep the Fed from taking their foot off the brake. And Friday’s numbers gave plenty of ammunition to bulls and bears. Government jobs added were 73,000.

Government 52

Government Numbers Budgeting Marketing 52

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22. Number one, the economy’s a lot stronger than they thought it was gonna be.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

JULY 22, 2024

As you know, Mike Lillard, who is my recently retired boss, is like what you were doing at Morgan Stanley is directly applicable to what we’re doing here. And you could argue whether 2% is a made up number, which it is 00:43:05 [Speaker Changed] From New Zealand in the 1980s. It just doesn’t keep rising, right?

Portfolio 147

Portfolio Economy Investing Investments 147