The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management. Is that more or less right?

Assets 299

Assets Clients Investments Investing 299

Random Roger's Retirement Planning

JUNE 10, 2024

We've talked just a couple of times about the market becoming increasingly concentrated which just in terms of math means that a diversified strategy will lag for as long as the big names do well. Outperformed long term but down a sickening 43% and still down about 25% from its late 2021 highwater mark.

Retirement 98

Retirement Asset Allocation Math Marketing 98

Darrow Wealth Management

MAY 22, 2023

Interest rates have skyrocketed since the end of 2021. Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish.

Investing 91

Investing Investments Accounting Wealth Management 91

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Calafia Beach Pundit.

Math 52

Math Assets Investments Investing 52

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. It depends on your asset allocation.

Assets 147

Assets Management Investing Investments 147

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios.

Clients 299

Clients Wealth Management Banking Investing 299

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. And then in 2021, we actually substantively changed the rules. Otherwise, why not just buy passive?

Assets 173

Assets Management Portfolio Taxes 173