The Big Picture

MAY 9, 2024

I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. The Math Doesn’t Add Up ( Rolling Stone , January 24, 2024) How TikTok Is Wiring Gen Z’s Money Brain ( WSJ , May 4, 2024) _ 1.

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Media Taxes Math Investments 336

The Big Picture

JULY 20, 2023

But just do the math: Would you prefer to give up 67 basis points (RWM’s dollar-weighted average fee is ~0.67%) or would you prefer to give up 30% of your gains PLUS pay an annual 0.79% fee for the TJUL ETF? The performance numbers reveal this is a terrible trade-off for the average retail investor. Chart after the jump ).

Math 186

Math Financial Planning Assets Management 186

Random Roger's Retirement Planning

OCTOBER 26, 2024

That number is from a Bankrate article I found on a Google search. I'd be curious to hear if anyone else does the same search and finds a different number of lost coins. First, is the math right based on my numbers? Even the gain in 2023 might not be repeatable but it's the best we can do.

Math 52

Math Portfolio Numbers Taxes 52

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. ” In 2023, remote work is threatening to kill banks. Wall Street Journal ) see also Is Coffee Bringing People Back to the Office?

Banking 162

Banking Math Distribution Investment Advisor 162

David Nelson

JUNE 20, 2023

By David Nelson, CFA The narrative for 2023 and a bull market that continues to get little respect is that without the support of its $trillion market cap members, most of the market is little more than roadkill. Do the Math Let’s do the math. In fact, more than 500 stocks in the index are up more than 30% year to date.

Math 52

Math Marketing Marketing Banking 52

Random Roger's Retirement Planning

AUGUST 17, 2023

This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Good Financial Cents

DECEMBER 10, 2022

Our 25 Best Ways to Make Money Online in 2023. And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. Bottom Line on Making Money Online in 2023. Don’t discount the possibility of making money online in 2023. Launch Your Own Blog.

Risk Tolerance 112

Risk Tolerance Media Investments Investing 112

Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Giving an incorrect account number can delay your refund even further. How many times will he have to paint the number 8? IRS.gov, September 6, 2023 6.

Marketing 98

Marketing Marketing Taxes Economics 98

Random Roger's Retirement Planning

FEBRUARY 29, 2024

The simple 40 year trade for bonds of "number go up" is finished and as a matter of math, can't be repeated. Less so in the last few weeks but late in 2023 a lot of pundits were saying it was time to add duration despite those yields being lower than short dated paper. That just isn't the reality.

Marketing 95

Marketing Marketing Math Portfolio 95

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

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Walkner Condon Financial Advisors

JUNE 2, 2023

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. The first being an increase in the number of women actually filling those professional roles, which I previously discussed.

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Financial Planning Planning CFP Financial Advisor 98

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. New York is number one. Two reasons.

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Assets Management Investing Investments 147

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Assets 264

Assets Investing Investments Management 264

Nationwide Financial

SEPTEMBER 12, 2022

The curve, however, continues to project cuts to the rate beginning next May, which seems optimistic given the tone of Fed officials and the math around getting inflation back close to their 2% target. Core CPI will likely grow, as the headline number benefits from falling gas prices, and shelter prices increase.

Retail 52

Retail Math Banking Economics 52

Your Richest Life

NOVEMBER 9, 2023

That number fell to 1.6 months in August of 2023. You should also do the math to make sure you have a clear idea of what you can afford. And finally, inventory is still lower than usual. Typically, the real estate market should have about a six month supply of homes on the market.

Marketing 52

Marketing Marketing Budgeting Financial Planner 52

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investing 130

Investing Investments Clients Numbers 130

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

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

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Recruitment Engineering Banking Investing 147

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Economy 147

Economy Numbers Marketing Marketing 147

Clever Girl Finance

OCTOBER 17, 2023

When it comes to your financial health, your income is one of the most important numbers in the equation. How might this number be affected in a freelance job? Let’s start by looking at the numbers in their simplest form. Now, let’s crunch some of the other numbers… $45k a year is how much… Total (gross) pay Hourly $21.63

Taxes 52

Taxes Numbers Math Budgeting 52

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 forget that there weren’t personal computers on everybody’s desk back then. That’s the opportunity set.

Assets 173

Assets Management Portfolio Taxes 173

The Better Letter

FEBRUARY 8, 2024

Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app TRIGGER WARNING: I’m going to do some sports math nerding-out this week. Passer Ratings decline with every round of the draft except the sixth, the numbers for which are skewed by Brady.

Numbers 91

Numbers Education Management Math 91

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

Kurtosis is a very fancy word where the higher the number, the greater the risk of an outlier result like 2022. A lower number is a mathematical representation of smoothing out the ride via fewer/smaller outlier results. The math is only off by a shade using leverage via UST and a little bit of SSO, remember RPAR is leveraged.

Portfolio 52

Portfolio Assets Management Math 52

The Better Letter

OCTOBER 5, 2023

This math explains why we shouldn’t be surprised when the market remains “irrational” far longer than seems possible. Our conclusions need to be consistent with and supported by the data, no matter how bizarre the numbers or how long the streak. Issue 155 (October 6, 2023) 1 The trader was Victor Haghani.

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Insurance Food Asset Allocation Retirement 112

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. These are big numbers.

Management 147

Management Recruitment Numbers Banking 147

Good Financial Cents

JUNE 25, 2023

As you can see from those numbers, early Bitcoin investors who held on through the crypto’s ups and downs likely made a fortune. There will only ever be 21 million created (about 19 million exist as of June 2023 ). As of this writing, a single bitcoin is valued at around $30,000. Bitcoin is in limited supply.

Investing 76

Investing Investments Accounting Commission 76

Good Financial Cents

MARCH 15, 2023

Despite declining overall employment numbers in the field, there are close to 400,000 job openings annually for customer service representatives, according to the Bureau Of Labor Statistics – a testament to how critical the industry is to the U.S. You must also possess solid math and cash-handling skills and be able to multitask.

Communication 69

Communication Education Retail Banking 69

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. Like that solves like a number of issues.

Retail 130

Retail Banking Math Management 130

Brown Advisory

NOVEMBER 13, 2023

The importance of evaluating social factors in mortgage bond analysis bgregorio Mon, 11/13/2023 - 09:02 Download the Article Social factors such as housing affordability and demographic data have never been more relevant in the mortgage markets. Source: Bloomberg Data as of 4/30/2023 and is the most recent data available.

Investments 52

Investments Investing Portfolio Clients 52

The Big Picture

SEPTEMBER 10, 2024

So that’s, that’s number one. And that’s gonna lead to probably a hard landing in 2023. Because the claims numbers were better. So that’s the math. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today.

Valuation 162

Valuation Clients Investing Investments 162

Clever Girl Finance

SEPTEMBER 25, 2023

Federal income tax In 2023, if you make $31,200 per year, you fall into the second-lowest income tax bracket, as explained by Bankrate. Plus, when you factor in determining federal and state income tax rates … It becomes a lot of math! then you may not know the exact number you’re bringing in every week.

Budgeting 52

Budgeting Taxes Accounting Transportation 52

Good Financial Cents

APRIL 14, 2023

Debt numbers like that can keep a lot of young people from ever getting out of the starting gate. But a major in any common subject, particularly math or science, combined with above-average command of the subject matter are more important. Earning Potential: Varies by hourly rate and number of hours worked per month.

Communication 91

Communication Accounting Investing Investments 91

The Big Picture

JUNE 18, 2024

What led them in 2023 to say, all right, we want the whole thing. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. And I was very eager, you know, the year 2023, we sold Barstool twice. That that’s a serious 01:08:03 [Speaker Changed] Media number. Of course you want some equity.

Media 147

Media Food Advertising Investments 147

Clever Girl Finance

DECEMBER 16, 2023

Once you know your weekly or monthly income, you can do the simple math of calculating how much 70% would be. In 2023, the maximum is $6,500, or if you’re 50 or older, you can contribute up to $7,500, according to the IRS. It’s just that the way you break up the percentage numbers is slightly different.

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Budgeting Retirement Accounting Taxes 80