Random Roger's Retirement Planning

DECEMBER 12, 2024

I have no idea if Blackrock has the correct numbers or not but it hits on what we talk about all the time here in terms of barbelling risk or volatility, depending on how you look at it, and understanding the role that various holdings offer to a portfolio. The tech sector isn't going to zero. Today, that fund is at $240. Bitcoin is all risk.

Portfolio 52

Portfolio Numbers Clients Retirement 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 Investments 53

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. Deferral of required retirement plan distributions.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. Deferral of required retirement plan distributions.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Random Roger's Retirement Planning

DECEMBER 11, 2024

The first from when I worked at Fisher Investments in 2002. I'd put an asterisk by the volatility number because of how little of the original capital was exposed to risk. A tiny slice of the portfolio into one of these, provided there was a fund with two names that you liked, could be a way to allocate to asymmetry.

Portfolio 52

Portfolio Management Math Taxes 52

The Big Picture

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. He, he had retired, retired, but he was still active. It’s beta neutral, market neutral.

Healthcare 162

Healthcare Portfolio Management Investments 162

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. Or at least the top, pick a number, 30, 40%. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. SEIDES: Before 2002, there were no capacity issues with whoever you thought the best hedge funds were. Less, 20, 30%? RITHOLTZ: Sure.

Management 130

Management Investments Investing Government 130

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. And so, that didn’t happen until 2002. I mean, you know, this is probably 2002.

Assets 162

Assets Investments Investing Valuation 162

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. I did it in 2000, 2002.

Investments 147

Investments Investing Management Retirement 147

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

The Big Picture

MARCH 27, 2023

So you retire in 2018. RITHOLTZ: There’s safety in numbers. We talk about an S-curve for most industries, and there’s a very rapid expansion when you start with a good idea, and few people going after a very large pot, especially for distressed when you think of the 2001, 2002 periods. The numbers are correct.

Assets 285

Assets Investments Investing Management 285

Random Roger's Retirement Planning

JUNE 3, 2023

One is that a politician who votes to cut benefits or raise the retirement age will probably lose some voter support. Keep in mind that extending the full retirement age (FRA) to 68 or 69 or whatever is a de facto benefit cut. Now comes the grim numbers about how much we have collectively saved for retirement.

Retirement 72

Retirement Taxes Math Accounting 72

Random Roger's Retirement Planning

MARCH 24, 2024

Merger arbitrage could have some sort of problem I suppose but the under the symbol MERFX, which goes back to 1990, the worst year for the fund was 2002 when it dropped 5.67% but during that year it did go down 14% before recovering most of that decline before the year ended. That can only be taken as a proxy but it's better than nothing.

Portfolio 98

Portfolio Management Taxes Numbers 98

The Irrelevant Investor

DECEMBER 2, 2020

I looked at the box office numbers, but that doesn't tell the full story. Kleinfeld was coked out of his mind" Sexy Beast, 2000 An ex-hitman tries to retire, but his boss won't let him. The Rules of Attraction, 2002 College kids entangle themselves into a dark web of messed up relationships. "I It's not what you're saying.

Retirement 52

Retirement Banking Numbers 52

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. And so, I was doing that in 2000, 2002, 2003, 2004. 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.

Assets 173

Assets Management Marketing Marketing 173

Sara Grillo

FEBRUARY 13, 2023

Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares. So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks. We’re going to just serve you beta.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. You, you beat the s and p by 3.7%

Management 264

Management Investments Investing Retail 264

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.” Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. El Ingeniero. RIP, Adolfo Kaminsky.

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

Random Roger's Retirement Planning

JANUARY 1, 2025

If we go back to 2002 with this second back test using ProFunds Ultra S&P 500 (ULPIX) which is the mutual fund predecessor of SSO it looks bad because of how big of a hole any 2x fund would have had to dig out from after 2008 so there's some good context about the risk of any leverage strategy.

Retirement 52

Retirement Portfolio Clients Assets 52

Random Roger's Retirement Planning

FEBRUARY 16, 2025

I visited Walker on my second date with my future wife in 1991 and realized it was the answer but we didn't land there full time until 2002. If you're 50, you should have at least a general sense of when you want to retire how much you might need (rough number is fine) and where you stand in relation to that number.

Healthcare 40

Healthcare Numbers Retirement Taxes 40