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. In 2023, they concluded again that their methodology didn’t work so they came out with AG 49-B. 2023, May 1). There is an admin charge of about $49k. There is an insurance charge of about $246k. Here’s another example.

Insurance 59

Insurance Clients Financial Advisor Math 59

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. So any compliance people listening, I’m just spitballing here. That’s Barry saying it.

Assets 173

Assets Management Portfolio Marketing 173

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. We think you’re going to cut rates in 2023. Is 2023 the year EM finally starts rewarding investors?

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

SEPTEMBER 10, 2024

And that’s gonna lead to probably a hard landing in 2023. So that’s the math. You have to get compliance. So we in some ways we in 00:22:45 [Speaker Changed] In 18 months. 00:22:46 [Speaker Changed] No, I mean, so like that, that actually made us feel then, oh my goodness, they probably overdid it.

Valuation 162

Valuation Clients Investing Investments 162

Sara Grillo

MAY 8, 2023

31 March, 2023) What is a Call Option and How to ouse it with example. BOBBY SAMUELSON: Which is what the financial advisors typically see is just a forward projection of this monthly cycle recurring over and over and over, over again. Transcript may differ from original recording Sources Allstate. What is Universal Life Insurance?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Carson Wealth

FEBRUARY 5, 2024

The huge end-of-year rally in 2023 (the S&P 500 was up 14% in November and December) did suggest some weakness in late December and early January would be normal. We are officially three calendar months off the October 27, 2023, correction lows. in inflation-adjusted terms in 2023. in October 2023). Stocks gained 19.6%

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Marketing Marketing Economy Manufacturing 97

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 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.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

JUNE 27, 2023

So that not shorting financial institutions kind of brings us forward to what’s been going on in the regional banks in 2023. And so it’s one of these things that math works. RITHOLTZ: So we’re recording this at the end of May 2023. So we’ve done two things at Math for America. RITHOLTZ: Right.

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.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

MAY 16, 2023

Having a unique data set, we’re jumping around here, but having a unique data set in 2023, like StockTwit does quadruples our value because people are doing things you can’t use to get to apply our mod — your LLM or your model to real time financial people that talk about stocks all day long. RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290