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.

Assets 299

Assets Clients Investments Investing 299

Good Financial Cents

JUNE 25, 2023

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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: … this isn’t a generalization, but they have a higher risk tolerance. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I was econ and kind of geeky.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

JULY 29, 2024

We have be behavioral finance tools so that the investor can understand their relationship with wealth and their risk tolerance, their needs at a greater level of detail. But you would be surprised that merely saying to somebody, oh, we, we have you in a conservative portfolio based on your risk tolerance and goals.

Clients 147

Clients Portfolio Financial Advisor Investing 147