FMG

DECEMBER 22, 2022

After having my first child, I teamed up with two colleagues in 2019, and we grew together for a few years. I followed realtors, lenders, creators, speakers, as well as non-licensed money bloggers to get some great ideas. We were always planning-focused, and I offered financial planning as a standalone service from the very beginning.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

The Better Letter

FEBRUARY 8, 2024

If he had a pilot’s license, we’d suspend that. Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app TRIGGER WARNING: I’m going to do some sports math nerding-out this week. But he doesn’t.”

Numbers 91

Numbers Education Management Math 91

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We were one of the last to get what’s called a value added license to the compus stat database.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JUNE 18, 2024

We over time had licensing and product development revenue. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. And three, you know, I think they, you know, they’ll go into 20, 24, 20 25, 20 26, obviously with ESPN way smarter than they went in with us in 2019. We had subscription revenue.

Media 147

Media Food Advertising Investments 147

The Big Picture

APRIL 29, 2023

Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How New York and California Botched Marijuana Legalization : Steep taxes and heavy regulation are making it hard for licensed pot sellers to operate in some states, driving more producers and buyers to illegal outlets.

Math 277

Math License Startup Government 277

The Big Picture

JANUARY 24, 2023

RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas. RITHOLTZ: So talk about building New Mountains in 2019. KLINSKY: Right. KLINSKY: Yeah.

Investing 263

Investing Investments Numbers Banking 263