MainStreet Financial Planning

JUNE 28, 2024

The new rule: Grandparent owned 529 plans are not reported on the FAFSA at all starting in 2024, so they have no impact on a student’s financial aid calculation. A parent owned 529 plan will get counted as a parent asset on the FAFSA, aid will be reduced by 5.64% of the account value.

Planning 62

Planning Math Accounting Education 62

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. Jim O’Shaugnessy : We have several papers at, OSAM Asset Management on that effect.

Investing 162

Investing Investments Portfolio Valuation 162

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. but our minds were more focused on thinking about the losers. This is why industry hit rates are so low.

Investments 52

Investments Investing Portfolio Compliance 52

The Big Picture

SEPTEMBER 3, 2024

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. But you know, in even in the first half of 2024, more than 60% of the return came from six companies.

Investing 147

Investing Investments Management Valuation 147

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

Risk parity equal weights assets by their risk (more like their volatility). Where stocks are far more volatile than bonds (usually), a risk parity program would have to own far more in bonds to equal out the volatility between the two assets. reassessing the risk/volatility of the assets held and reweighting accordingly.

Portfolio 52

Portfolio Assets Management Math 52

The Big Picture

NOVEMBER 21, 2023

He said, I overpaid for the asset. So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up.

Investing 246

Investing Investments Startup Accounting 246

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, like the, you know, like the accounting standards.

Banking 130

Banking Retail Math Management 130

The Big Picture

MARCH 31, 2023

( Wired ) • DeSantis Fights for Everglades As He Neglects Climate Crisis : Picking environmental fights has paid off for Florida’s governor, who built a 2024 base with a unique mix of crusading for wetlands conservation and attacking ESG. trillion asset manager of TIAA. Churchill was the top U.S.

Banking 162

Banking Math Distribution Investment Advisor 162

The Big Picture

AUGUST 29, 2023

That period very much encompasses Vanguard going from an admittedly successful, but not enormous entity, till I think the 2000s, especially the financial crisis, changed how people thought about managed assets, indexing, advisory versus transactional, and Vanguard, along with BlackRock, have been two of the biggest beneficiaries of this.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 10, 2024

I wouldn’t say I like one better than the other, but what I would say is I do find more personal satisfaction in helping the asset owner clients who really need the help. And that should tell you whether or not an asset’s probably going to be appreciating or depreciating. So that, that’s the challenge.

Valuation 162

Valuation Clients Investing Investments 162

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. And suddenly you could buy index funds that cover all of the major asset classes. And that was in June of 2024.

Investing 147

Investing Investments Management Retirement 147

David Nelson

MARCH 6, 2023

trillion in assets under management. Do the Math! billion in assets. Unlikely, the Senate has the votes to override this veto, but you can bet this will be an election year issue in 2024. BlackRock’s ESG Aware Fund (ESGU) Bloomberg Data Here is one of BlackRock’s top offerings, the ESG Aware Fund (ESGU).

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52

The Big Picture

JUNE 18, 2024

So we think of Fidelity as like this big giant stodgy asset manager. Like if you look today 2024 in music, you can’t break out a star anymore. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. Barry Ritholtz : Did you feel like you learned a lot during that period? It was run by women.

Media 147

Media Food Advertising Investing 147

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And the assets under management were smaller. And the fact that you’re trying to bundle it up into a terminal value in, unless the assets are cash or convert to cash. It was the kind who thought it’s cool that 1, 2, 3, 4, 5, 6, 7, 8, 9 times eight is roughly 9, 8, 7, 6, 5, 4, 3, 2, 1.

Management 264

Management Investing Investments Retail 264

The Big Picture

JULY 29, 2024

For people may who may not know the acronym, tell us about the portal that is the client’s interface with their own assets and portfolios, regardless of what platform they’re on. trillion in assets that we service. And yeah, here we are in 2024 and it’s still a subject of debate. You can securitize anything.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5 RIEDER: Yeah. RIEDER: Yeah.

Economy 147

Economy Numbers Marketing Marketing 147

Abnormal Returns

DECEMBER 8, 2024

riabiz.com) There is no escaping the math on leveraged ETFs. linkedin.com) It's hard to make the math on hedge funds add up. cbsnews.com) How major asset classes performed in November 2024. Top clicks this week Vanguard wants investors to shift from cash into fixed income before its too late. equity market dominance?

Math 173

Math Assets Marketing Marketing 173

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 147

Banking Marketing Marketing Investing 147

Abnormal Returns

MARCH 5, 2025

Crypto The government has no strategic reason to own crypto assets. theverge.com) Money management How big asset managers are dealing with the DEI backlash. sportsbook in 2024. abnormalreturns.com) Research links: more than math. theatlantic.com) A crypto reserve does nothing for the U.S. There's already so much.

Math 147

Math Government Engineering Economy 147

Random Roger's Retirement Planning

NOVEMBER 22, 2024

A more real world implementation is there are several asset classes involved and where the relationships between the assets are dynamic, so too should the allocations to the assets be dynamic. It is also doing very well in 2024, it is 1100 basis points ahead of the S&P 500. Well yeah, maybe it does. It has a 0.78

Portfolio 52

Portfolio Math Assets Clients 52

The Big Picture

JULY 13, 2024

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Jeff Yass Became One of the Most Influential Billionaires in the 2024 : Election The libertarian who turned Susquehanna into one of Wall Street’s most powerful trading firms is enmeshed with TikTok—and betting on Trump.

Math 189

Math Numbers Economics Assets 189

The Big Picture

JANUARY 7, 2025

trillion in total assets and advises on a whole lot more. I was working directly with the CEO and president of both companies, but I realized that the biotech vertical was not my playing field for the long term, hence the NBA at Harvard to find another career path and, and that led me into asset management. Is there any other kind?

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

MARCH 17, 2025

Wasn’t the Excel spreadsheet error, which changed their math. And so I went back and I reread every speech that Jerome Powell has has given at Jackson Hole from 2020 to 2024. And despite the Fed’s zero ERP policy that wildly stimulated asset prices. I mean that was, that was the problem. That’s what happens.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. Where, where, till the end of 2024. So at that point, I had a pretty big career. 00:10:51 [Speaker Changed] It was okay.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The, the reason I ask, we are recording this about two weeks before the 2024 presidential election.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. 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.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. You’ve got a big asset management business that you care about. And really the answer to that question is what happens in 2024? There were certain things you couldn’t avoid.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: I’m going to take that bet with you for 2024. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” SCHWARTZ: My girls, when they’re in their 30s, they’re going to be getting their capital.

Numbers 147

Numbers Investing Investments Marketing 147

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. Like it or not, the unimaginable outcomes are the ones that make the biggest spread between expected asset returns and the actual result.”

Economy 97

Economy Economics Math Banking 97

The Better Letter

JANUARY 2, 2025

2024 Forecasting Follies In the Star Trek universe, the Kobayashi Maru is a Starfleet Academy training exercise for future officers in the command track. 2024 wasn’t any different. It was no different in 2024, but the relative normality of the year didn’t improve the forecasts any. Thanks for reading.

Management 103

Management Marketing Marketing Economics 103