Brown Advisory

MAY 3, 2018

As we discuss in this article, this approach has directly contributed to our outperformance during the most recent period of rising interest rates dating from the end of 2015. Simple math dictates that when yields rise, fixed-rate bond prices fall. MUNICIPALS AND RISING RATES. Floating On Cloud Nine.

Taxes 52

Taxes Portfolio Valuation Clients 52

The Irrelevant Investor

MARCH 10, 2017

The math on this one, wow. In 2015, just a few stocks were responsible for all of the gains and many viewed this as the fly in the ointment. Alternatively, for $635 billion you could have bought 70 industrial, financial, transportation and utility companies.and gotten $747 billion of sales and $43 billion of earnings.

Valuation 52

Valuation Sales Math Transportation 52

The Better Letter

OCTOBER 5, 2023

This math explains why we shouldn’t be surprised when the market remains “irrational” far longer than seems possible. In 2015, residents in Woodland, N.C. But we aren’t at all surprised when someone does win , even though the individual winner is shocked at his or her good fortune. But we are.

Insurance 114

Insurance Food Asset Allocation Retirement 114

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

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

FMG

DECEMBER 22, 2022

I started as a solo advisor with Waddell & Reed in 2015. The math speaks for itself- over half our population is female, yet only around 20% of financial advisors are women. We hope her answers can inspire ideas for your own website. Can you tell us a little more about your services and the history of your firm?

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. 00:56:24 That was what, 2015? And then I was looking for something more applied.

Investing 130

Investing Investments Clients Numbers 130

Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” 2015, April 6 th ). What is AG49? Investopedia.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Good Financial Cents

APRIL 14, 2023

When I first started working online back in 2015, I started in the digital marketing world, helping small business owners reach more customers,” Bobby reports. But a major in any common subject, particularly math or science, combined with above-average command of the subject matter are more important.

Accounting 91

Accounting Communication Investing Investments 91

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. It was a year or two before he passed away. And so you brought him there all came from having dinner with Warren that, that one night. 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. Maybe not, as stocks have gained the full year 11 of the past 12 times when a team from the AFC won the championship going back 20 years.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

APRIL 2, 2024

He won the Nobel Prize in 2015 for his work on consumption, poverty, welfare wealth and health inequality. So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. So, you know, I took my math into statistics and things.

Healthcare 147

Healthcare Medicine Economics Numbers 147

The Big Picture

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. None of them still stand, right? He was right on the thesis.

Retail 130

Retail Government Economy Economics 130

The Irrelevant Investor

AUGUST 9, 2018

They cite a study that looked at share buybacks in the restaurant, retail, and food industries from 2015 to 2017. If you're curious to learn how the math behind this, read this piece from Econompic. The S&P 500 price index has gained 156% over the same time. The Atlantic asks Are Stock Buybacks Starving the Economy ?

Economics 52

Economics Investing Investments Distribution 52

The Big Picture

MAY 16, 2023

I remember it’s 2015, but I wouldn’t swear to it. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. And I’m going to insert myself even deeper into the conversation. ” RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290

The Big Picture

JUNE 20, 2023

” RITHOLTZ: And you had the Gates study in, what, 2015, saying the same thing? So, it’s not one of these fuzzy math situations where you don’t really know what the value of the fund is because it’s got private companies in it that are being marked by individuals who have an ax to grind in the mark.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? CLYMER: So he actually invested as early as 2015. That was around 2015. He gave me his Omega Speedmaster, which is a really nice watch. When I was 16 years old, it was my only nice watch. RITHOLTZ: Really?

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

NOVEMBER 12, 2024

I do the math. And the fascinating thing about that, I have a vivid recollection, I wanna say it’s 2015, right? I’m spending hours and hours just waiting at some port for my container to be available. I’m actually working barely minimum wage in some cases even below a lot of people quit. To subsidize your employees.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261