Steve Sanduski

AUGUST 4, 2022

In other words, essentially all the revenue growth for RIA firms in the Schwab study over the past five years was simply due to growth in the financial markets. Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets. Crunch the Numbers. Revenue Growth.

Math 52

Math Portfolio Numbers Financial Market 52

The Better Letter

MAY 13, 2022

For math, she teaches the advanced class — the top students in the school. The class had a party recently as a reward for winning a national math competition. – to stay in and play math games at the party instead of more traditionally “fun” activities, inside or out. It is a very bright group.

Math 52

Math Economics Financial Advisor Marketing 52

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.

Math 52

Math Assets Investments Investing 52

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 162

Clients Investing Investments Management 162

The Big Picture

SEPTEMBER 10, 2024

I didn’t think I would be necessarily doing what I’m doing today, but I knew that I was gonna be interested in financial markets of some kind, and I think I probably ended up in the right place. So we were very aggressive in 2020 and 2021. So that’s the math. So I, I went to school.

Valuation 162

Valuation Clients Investing Investments 162

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 ended up buying, this is one of the wonderful things about financial markets and degrees of completeness.

Assets 173

Assets Management Portfolio Taxes 173

Brown Advisory

NOVEMBER 13, 2023

The New Normal It is difficult for investors and individuals alike not to have been directly impacted by the rapid rise in inflation in 2021 and 2022, the succeeding interest rate hikes by global central banks and the ensuing effects these economic events have had on financial markets, including the mortgage market.

Investments 52

Investments Investing Portfolio Clients 52