Fortune Financial

MARCH 11, 2023

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Math 52

Math Financial Advisor Numbers Marketing 52

The Better Letter

MAY 13, 2022

“Bottom line: Behavioral finance generates fascinating insights but hasn’t had much practical impact on financial advisors and their clients seeking to make better financial decisions, let alone achieve financial wellbeing.” For math, she teaches the advanced class — the top students in the school.

Math 52

Math Economics Marketing Marketing 52

Random Roger's Retirement Planning

JULY 15, 2022

DBC also went down in the 2018 Christmas Crash again, taking longer to come back. BTAL is of course a client and personal holding, it goes long low volatility stocks and short high volatility stocks. The math shows the NTSX/ARBIX/BTAL combo would be down 14.7% If NTSX was up 32%, VBAIX would have been up 21.8%

Portfolio 66

Portfolio Math Numbers Marketing 66

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

SEPTEMBER 10, 2024

So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. You know, they value our research.

Valuation 162

Valuation Clients Investing Investments 162

Carson Wealth

MARCH 2, 2023

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). But even if you feel confident today, would it be reasonable to retire early? Contact us today.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

Brown Advisory

MAY 3, 2018

It's All Relative ajackson Thu, 05/03/2018 - 15:32 We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

Thu, 05/03/2018 - 15:32. We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. Simple math dictates that when yields rise, fixed-rate bond prices fall. It's All Relative. MUNICIPALS AND RISING RATES.

Taxes 52

Taxes Portfolio Valuation Clients 52

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. And those folks are very often my clients.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

JUNE 16, 2022

We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. rates were going up in 2018 we did debate raising our WACC hurdle when the Federal Reserve (FED) funds rate was at 2.5% The last time U.S. and appeared to be going higher.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. RITHOLTZ: Really?

Management 147

Management Recruitment Numbers Banking 147

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. We have seen scenarios where clients go into it expecting to earn 6-8% and the policy earns 3-4%. For those of you who are new to my blog, my name is Sara.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And then, you know, from talking to clients, we get ideas around should you have a regime indicator? What was the career plan?

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JULY 31, 2023

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. Like you hear, I would hear senior reporters on the phone, like learning how to talk to a source, you follow someone to a meeting, you learn how to deal with a client. And that’s sort of the math.

Retail 130

Retail Government Economy Economics 130

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018. They answered about 60 questions during the five-hour gathering.

Assets 52

Assets Investing Investments Insurance 52

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. A similar academic study from 2018 found roughly 48 percent accuracy. Stop with the math.` And lots of surprises.

Economy 97

Economy Economics Math Banking 97

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Goldman had clients on the other side. They were trying to make their clients a ahead price and get hedged, and they were gonna walk away from the trade. Oh, really?

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. I lost $900 million with my client’s money and these are the people that I got around and tried to convince to invest in Russia. How many do you have in your fleet? They said, seven years.

Government 321

Government Banking Numbers Investing 321