The Big Picture

NOVEMBER 27, 2023

When you get it wrong, it crushes your retirement plans. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. But when they get market timing wrong, they lose subscribers. I sure as hell don’t want to either.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Random Roger's Retirement Planning

JULY 14, 2022

For the last ten years it's down about 13% but adding even just 6% per year back in for dividends, 60% total using simple math is a total return of 47% or 4.7% Given that MCN went up during the Taper Tantrum of 2013, I lean toward thinking it was equity beta. That long term chart really is something for how flat it is has been.

Portfolio 72

Portfolio Math Clients Marketing 72

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. SALISBURY: Sure.

Assets 299

Assets Clients Investments Investing 299

Good Financial Cents

JUNE 25, 2023

If you are brand new to the world of investing and have never bought stocks, mutual funds, exchange-traded funds, or other types of investments—for instance, a retirement account through your workplace—you may want to skip Bitcoin for now and start investing with the stock market. Can Beginners Invest in Bitcoin?

Investing 76

Investing Investments Accounting Commission 76

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. BITTERLY MICHELL: … was — no, no.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 It has to be such a different set, the retirement planning is different, the safety net is different. I had the chance to be part of some very interesting transactions in the banking space. billion deal.

Clients 162

Clients Investing Investments Management 162

Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. BOBBY SAMUELSON: It depends.

Insurance 59

Insurance Clients Financial Advisor Accounting 59