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. This correction was updated in 2020 with AG 49A and again in May 2023 with AG49B. Don’t be fooled! appeared first on Sara Grillo.

Insurance 59

Insurance Math Financial Advice Compliance 59

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. 2020 was a huge year. You know, we had a really good 2020. RITHOLTZ: That makes a lot of sense.

Clients 163

Clients Investing Investments Management 163

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. How different to when we wrote the 2Q 2020 letter (link) and we were being asked about taking our WACC down! The last time U.S. and appeared to be going higher.

Investments 52

Investments Investing 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. LMR in 2020 was 4.6

Management 148

Management Recruitment Numbers Banking 148

The Big Picture

NOVEMBER 15, 2022

Since 2020, their performance has been awful. RITHOLTZ: In 2020, no one even came in second. RITHOLTZ: I think she was plus 160% in 2020, when the market from the lows, the market was up 68%. I read all those academic papers, I understand where the math comes from. It’s how math works. NADIG: Yeah.

Management 279

Management Assets Portfolio Investing 279

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. And so you have, hindsight is great, but always, 00:48:21 [Speaker Changed] But 2020. Prince of a person, a great intellect, a very serious investor, a good macro guy, but a real stock person and, and he was very helpful to me in culture ethics.

Economy 148

Economy Clients Banking Economics 148

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? But there were a lot of other purveyors of watches that really were not super, super ethical folks. And so when we closed our series B in 2020, which, as you mentioned, include LVMH in a minority share.

Retail 174

Retail Insurance Advertising Numbers 174