Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer.

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Brown Advisory

AUGUST 1, 2019

Thu, 08/01/2019 - 14:51. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. the owner plans to spend down the account in retirement), the benefits of converting may be minimal, as those benefits take a long time to accrue.a

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The Better Letter

DECEMBER 15, 2022

common stock traded on the New York and American stock exchanges and the Nasdaq from 1926-2019. Many – probably most – investors who cash out when negative volatility rears its ugly head will see their chances of investment and retirement success decrease significantly. Negative volatility hurts. The saddest. The sweetest.

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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. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account.

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The Big Picture

AUGUST 29, 2023

And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. But when you translate that to folks who might have a heavy municipal bond portfolio, and those folks who are in retirement, and they don’t like principal losses.

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The Better Letter

OCTOBER 6, 2022

” After the Dodgers were retired in order in the bottom of the eighth inning, Gibson swung his aching legs down from the training table to hobble toward the clubhouse. Pomeranz","date":"Tue Mar 12 11:48:47 +0000 2019","photos":[{"img_url":"[link] Dina D. “How you doing, big boy?,”

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The Better Letter

FEBRUARY 8, 2024

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. Brady is now retired as a seven-time Super Bowl champion, five-time Super Bowl MVP, 15-time Pro Bowler, and three-time NFL MVP.

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The Big Picture

JUNE 18, 2024

So the fact that I had a sociology degree really didn’t impede, I think getting into business Barry Ritholtz : And you end up in like what some would think of as kind of a dry, legalistic part of Fidelity, the ERISA Division, which focuses on retirement accounts. Erika Ayers Badan : It was very boring. It’s so much work.

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The Big Picture

AUGUST 15, 2023

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. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

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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: People will figure out.

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The Big Picture

JANUARY 24, 2023

I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. RITHOLTZ: So talk about building New Mountains in 2019. RITHOLTZ: So it’s different math then I need 100x winner versus 99? I mean, so you just have to live through all this stuff.

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The Big Picture

MARCH 21, 2023

In late 2019, you wrote, bonds are freaking expensive. RITHOLTZ: What made you finally cry uncle in 2019 and say, all right, no mas? RITHOLTZ: Not that I’ve done all my homework, but that was November 7th, 2019. If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire?

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The Big Picture

NOVEMBER 15, 2022

Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from.

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