Darrow Wealth Management

MAY 22, 2023

So when the federal funds rate goes up, it can have an outsized impact on shorter term interest rates on assets like Treasury bills (T-bills). Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Compare that to the stated yield of 5.6%

Investing 102

Investing Investments Accounting Wealth Management 102

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Then what enables that you have to have some asset ability capability that competitors can’t equally duplicate. Finance was the natural fit for GMO.

Valuation 130

Valuation Investing Investments Assets 130

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 299

Clients Wealth Management Banking Investing 299

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. most people should at least own some bonds), even if bonds are currently very expensive relative to other asset classes (see Sleeping on Expensive Financial Pillows ). Source: Calafia Beach Pundit.

Math 52

Math Assets Investing Investments 52

Random Roger's Retirement Planning

NOVEMBER 21, 2023

Asset allocation matters. So using simple math, the total return is 34% versus 72% for the common. The more effort you expend, like frequent trading or in CALPERs case, frequent policy changes, the more you're are fighting against the market's ergodic potential. That's not a call to do nothing. adds another 22.5%

Portfolio 75

Portfolio Asset Allocation Math Management 75

Yardley Wealth Management

JULY 20, 2022

We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable. The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 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. Then we must stick to them, avoiding the temptation to chase hot assets or spend too much in the face of losses. Here’s an obvious conclusion: The highly improbable happens all the time.

Insurance 114

Insurance Food Asset Allocation Retirement 114

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. They will earn that market return less, whatever they’re paying.

Investing 147

Investing Investments Management Retirement 147

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

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. Have I managed my asset allocation and my investment fees? Am I paid well?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

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

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. I mean, that’s why it gathered so many assets.

Portfolio 147

Portfolio Management Marketing Marketing 147

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 if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. What was the career plan?

Numbers 147

Numbers Management Banking Marketing 147

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

JUNE 20, 2023

I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Or should this be kept out of private asset allocators’ hands? How about putting more of your own skin in the game?

Insurance 147

Insurance Healthcare Retail Medicine 147