Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.

Insurance 59

Insurance Math Financial Advice Compliance 59

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

AUGUST 15, 2023

I think it was 2015. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. RITHOLTZ: When did he pass?

Management 130

Management Investing Investments Government 130

Carson Wealth

FEBRUARY 5, 2024

In fact, the only time stocks were lower was in 2015, when the full year ended down by 0.7%, so virtually flat. By my math, there have been 57 Super Bowls and 22 different winners. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. I remember it’s 2015, but I wouldn’t swear to it. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition.

Media 290

Media Investing Investments Valuation 290