Random Roger's Retirement Planning

DECEMBER 3, 2023

The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selling can cause the market price of the fund to deviate widely from the net asset value (NAV), the actual value of the holdings.

Portfolio 75

Portfolio Accounting Numbers Management 75

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. I was employee number 10. RITHOLTZ: So you move here from Spain.

Clients 162

Clients Investing Investments Management 162

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

Brown Advisory

JUNE 21, 2017

The term “active share” measures the degree to which a portfolio’s holdings differ from those of its benchmark, taking into account the number of stocks in the portfolio but not in the index and the difference in weightings of those stocks held in common. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The term “active share” measures the degree to which a portfolio’s holdings differ from those of its benchmark, taking into account the number of stocks in the portfolio but not in the index and the difference in weightings of those stocks held in common. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.

Investing 52

Investing Investments Portfolio Management 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Recruitment 147

Recruitment Engineering Banking Investing 147

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

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. I’ll have to be when I retire and publish under Anonymous. And I realized I have his home number. RITHOLTZ: Wow. RITHOLTZ: Sure.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account. She was based out in Los Angeles. It goes so far.

Assets 173

Assets Management Portfolio Taxes 173

Steve Sanduski

AUGUST 8, 2023

“Mike” was near retirement age, had plenty of money to retire comfortably, yet was wondering if he had “enough” because in his role as a fundraiser, he came in contact with people worth many millions who had multiple homes. How much is not a number. Enough is not a number. Enough” boils down to two things.

Numbers 98

Numbers Retirement Clients Planning 98

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. I have lots of different ways I can get that number to go up.

Management 278

Management Assets Portfolio Investing 278

Good Financial Cents

AUGUST 12, 2023

If you’re looking for more passive income ideas, click below: 31 Passive Income Ideas Purpose and Importance The purpose of passive income is broad, spanning from financial cushioning to the possibility of early retirement. Passive income is often vital in this quest, allowing people to live comfortably without a regular paycheck.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Better Letter

NOVEMBER 2, 2023

Moreover, the true numbers are even worse than that because most bad funds have have closed or been absorbed. That said, over the past 20 years (2003-2022), the S&P 500 delivered a 9.80 In Dave’s world, an 8 percent retirement withdrawal rate isn’t crazy. percent from 1965 through 2022, compared with 9.9

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96

The Big Picture

SEPTEMBER 10, 2024

I don’t even know what it’s going to be yet, but I mean, I’m not retiring. So that’s, that’s number one. Well, I mean, so I, I find that, you know, this, and this goes back to, you know, 2003 with Regulation fd, that’s when everything kind of changed. Because the claims numbers were better.

Valuation 162

Valuation Clients Investing Investments 162

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. However, he would always discover that the police were tracking his phone, at which point he would change his number.

Government 59

Government Taxes Numbers License 59

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. Matchstick Men, 2003 A con artist with OCD does con man things. Let the record show that I don't claim to have great taste in film.

Retirement 52

Retirement Banking Numbers 52

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. Like you know….

Marketing 130

Marketing Marketing Economy Valuation 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. 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

The Better Letter

OCTOBER 6, 2022

” After the Dodgers were retired in order in the bottom of the eighth inning, Gibson swung his aching legs down from the training table to hobble toward the clubhouse. Gather 10 people and show them a jar that contains equal numbers of $1, $5, $20, and $100 bills. My family and I were evacuated in 2003 due to the Cedar Fire.

Math 68

Math Management Numbers Planning 68

The Better Letter

FEBRUARY 17, 2022

The concept was revived again briefly in March 2003, this time featuring Bob Dole and Bill Clinton, former opponents in the 1996 presidential election. Raising the retirement age, for example, results in people working longer. Seatbelt laws increase the number of seatbelt wearers. This idea is simple common sense, of course.

Pharmaceutical 52

Pharmaceutical Government License Advertising 52

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 Investing Investments Retail 264

The Better Letter

JANUARY 12, 2023

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. ” As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” El Ingeniero.

Economy 118

Economy Economics CFP Management 118

Random Roger's Retirement Planning

MARCH 27, 2025

There was carnage in 1994 and 1999, June/July 2003 left a mark, PPT fell 31% in 2008 and MIN fell 15% in 2022. The fund charges 98 basis points per cefa.com but a Google search gives a lower number and I didn't see it on the BRW page. And while waiting for that to happen, the fund trades with bond-like volatility. Ok, yes.but.

Asset Allocation 52

Asset Allocation Assets Taxes Retail 52

Sara Grillo

SEPTEMBER 12, 2022

Salaske says you would practically have to be a convicted felon for them to strip you of the mark; they want high numbers so they can collect their revenue and chest pound about membership. In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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. And that persistent until about 2003. And I think that’s been their number one problem here.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right.

Government 321

Government Banking Numbers Investing 321

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

The Big Picture

FEBRUARY 4, 2025

How do we make sure that there are enough retirement savings for our population? And it was a 2003 and we lived in Paris. But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons. And this has raised a number of important questions in financial markets.

Economy 257

Economy Banking Economics Taxes 257