Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. We have both of these potential investments on our Ready-to-Buy list, and both had gotten to within 10% of prices where we thought they represented very good value in the past few years (Nvidia in Oct 2022, Novo Nordisk in Dec 2020).

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Investing Investments Portfolio Compliance 52

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. I did it during the coronavirus collapse in 2020, and I did it again in 2022. They will earn that market return less, whatever they’re paying.

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Investing Investments Management Retirement 147

Good Financial Cents

DECEMBER 19, 2022

When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! With proper care and compliance, though, Invisalign can give you a beautiful, straight smile. Keep in mind that many of the orthodontists we spoke to for this story stressed the need for compliance when it comes to Invisalign.

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Insurance Planning Medical Accounting 84

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. From 1982 to 2022, we’ve pretty much enjoyed a spectacular 40-year bull market in bonds.

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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. How do you manage through volatility like we’ve seen in 2022? BERRUGA: Yeah. 21, were up 28 percent.

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Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. The New York Court of Appeals Constitutionally affirmed Reg 187 in October 2022. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4

Insurance 59

Insurance Clients Financial Advisor Math 59

The Better Letter

JUNE 23, 2022

Make Fewer Decisions It’s simple math. Our tendency is to enforce compliance with “the list” rather than solve problems. Issue 119 (June 24, 2022) 1 The distinction is perhaps best explained by a shooting-range metaphor. I’m not talking about procrastination, although doing so often helps.

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Numbers Accounting Insurance Math 52

The Big Picture

SEPTEMBER 10, 2024

00:21:13 [Speaker Changed] Well, let’s talk about a swing you took, you got 2022 very right. What, what led you to identify that correctly and what made the two years that followed 2022 so, so challenging? So that’s the math. You have to get compliance. It was a pretty awful year. Not yet to approve that.

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Valuation Clients Investing Investments 162

The Big Picture

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. 00:58:43 You know, it’s funny, people freaked out during 2022 stocks and bonds both down the following year.

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Clients Portfolio Financial Advisor Investing 147

The Big Picture

JUNE 27, 2023

I mean, obviously, 2020 and 2021 and 2022, we’re still in the midst of, but is there still an echo of ’08-’09 today? RITHOLTZ: But they did have hedges on in 2022. And so it’s one of these things that math works. Tell us about Math for America that seeks to improve math education in US public schools.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

MARCH 21, 2023

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. My mom was a math teacher so — RITHOLTZ: Okay. ASNESS: Yes.

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Valuation Investing Investments Numbers 173

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And somehow in 2022 when, when stocks were down about 20% and bonds were down about 15%. What was the career plan?

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Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

MAY 16, 2023

Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. RITHOLTZ: I have a behavioral finance list.

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Media Investing Investments Valuation 290