The Big Picture

DECEMBER 12, 2022

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Has private equity avoided the asset-price crash? The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). • No, but everyone is enjoying the charade. Economist ). Wall Street Journal ). • Gen Z came to ‘slay.’

Math 307

Math Economy Communication Economics 307

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 190

Asset Allocation Math Portfolio Management Engineering 190

The Big Picture

FEBRUARY 17, 2023

Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. trillion in assets. Most economic downturns hit lower-income Americans hardest, but this time is different.

Math 291

Math Advertising Food Retail 291

The Big Picture

MAY 19, 2023

How bad at math do you need to be to think that it’s only 5 stocks driving this market? American household debt may be at record highs, but so too are Assets and Incomes + the ratio between debt + income is near record lows. Only 5 stocks driving markets?! Then why are Equal-weighted indices doing so well? Recession is inevitable?

Marketing 290

Marketing Marketing Math Media 290

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Abnormal Returns

MAY 14, 2023

businesswire.com) Top clicks this week What's the best asset to hold during a recession? wealthmanagement.com) The math behind savings rates and retiring early. Also on the site Everybody is a creative, whether they acknowledge it or not. abnormalreturns.com) FutureProof announced the first 50 speakers including the musical acts.

Math 162

Math Portfolio Retirement Banking 162

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. You need an understanding of how the different asset classes behave from a risk and reward perspective. To be a successful investor you need to possess a number of different traits.

Math 269

Math Advertising Financial Advice Assets 269

A Wealth of Common Sense

JUNE 20, 2023

You need to understand how math, statistics and probabilities work. You need an understanding of how the different asset classes behave from a risk and reward perspective. To be a successful investor you need to possess a number of different traits. You also need a deep understanding of financial market history from booms to.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. She can go anywhere, do anything.

Assets 148

Assets Management Investing Investments 148

A Wealth of Common Sense

NOVEMBER 8, 2022

The most important skill in finance has nothing to do with math. Creating the best discounted cash flow models in the world won’t help you raise assets from prospective clients. No one really cares about your Microsoft Excel skills if you can’t explain what they’re good for.

Math 144

Math Assets Clients 144

The Big Picture

NOVEMBER 27, 2023

Low Stakes : The most successful market timers are often those people who do not have actual assets at risk. 24, 2023 _ 1: In particular, why average outperforms over the long run; Sommers credits not making errors (via Charlie Ellis’ “Winning the Loser’s Game”) but the nuance and math are fascinating. It’s utterly laughable.

Marketing 305

Marketing Marketing Math Retirement Planning 305

The Big Picture

DECEMBER 4, 2024

The fund runs 15 ETFs and manages nearly 3 billion in assets. And the way math works, you end up with a stock that goes up a bunch. The last one of these they did for an asset manager had 5, 000 accounts. We’ve done the math on some of these high-yield portfolios and taxable accounts.

Taxes 130

Taxes Portfolio Accounting Management 130

The Big Picture

JULY 20, 2023

My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets. 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? for SPY.

Financial Planning 186

Financial Planning Math Assets Management 186

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 300

Assets Clients Investments Investing 300

The Big Picture

MARCH 31, 2023

( Bloomberg ) • Elusive ‘Einstein’ Solves a Longstanding Math Problem : And it all began with a hobbyist “messing about and experimenting with shapes.” ( New York Times ) Be sure to check out our Masters in Business interview this weekend with Ken Kencel , founder and CEO of Churchill Asset Management. Churchill was the top U.S.

Banking 163

Banking Math Distribution Investment Advisor 163

Random Roger's Retirement Planning

MARCH 20, 2023

We've been seeing a small wave of multi-asset funds that use leverage coming to market lately. The way the math works, a 67% allocation to NTSX (Portfolio 2 with 33% in the T-bill ETF) equals 100% in Vanguard Balanced Index Fund (VBAIX) which is a proxy for 60/40 and Portfolio 3. It is 90% equities and 60 bonds.

Assets 74

Assets Portfolio Math Management 74

The Irrelevant Investor

JANUARY 1, 2018

The biggest public pension in the United States has just 68% of the assets it needs to pay for future benefits. billion in assets, has a target allocation of 50% to stocks and 28% to bonds, leaving the remaining 22% invested in things like real estate, private equity and other alternative investments.

Math 40

Math Valuation Assets Investments 40

Mish Talk

NOVEMBER 11, 2022

Tron Ready to Aid FTX Math Doesn't Add Up I have a suggestion: Get the F out of Tron What About FTX Arena? More importantly, if you have assets in any of the remaining crypto exchanges, it's better to be safe than sorry. An Illegal boost to TRX, BTT, JST, SUN, and HT? Big Boost to TRX? I do not see that spike in Tron. Get out now!

Math 158

Math Assets Economics 158

Abnormal Returns

OCTOBER 4, 2022

calculatedriskblog.com) A doubling of the mortgage rates radically changes housing math. wsj.com) Asset managers are struggling to get employees back in the office. Markets Lumber prices are back down to pre-pandemic levels. theirrelevantinvestor.com) Risk parity funds have not avoided the market downturn.

Math 130

Math Financial Advising Media Economy 130

The Big Picture

FEBRUARY 10, 2023

trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council. Business Insider ) • Stop treating unemployment as a necessary evil to curb inflation : An economist explains why it’s time to rethink popular assumptions about layoffs. (

Math 174

Math Engineering Manufacturing Investments 174

Advisor Perspectives

OCTOBER 30, 2023

I analyze the math of annuity income riders and how you pay the insurance company to draw down your own assets. It is highly unlikely the insurers will pay a dime, which makes those riders questionable.

Math 73

Math Insurance Assets 73

Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 01:58 – Why Michael wrote the book 04:11 – Is it better if the math or the finance comes first?

Assets 52

Assets Management Risk Management Math 52

The Richer Geek

DECEMBER 29, 2021

So, for this reason, blockchains are said to be very secure, very tamper-evident, and thus somewhat tamper-resistant” “What gives any asset value I would say at the very fundamental level is trust, people's trust in the asset that it's worth something that it has some use.

Assets 52

Assets Investments Investing Math 52

David Nelson

JUNE 20, 2023

5% yields are an attractive alternative to risk assets, especially since it’s been close to 16 years since overnight rates were at current levels. Do the Math Let’s do the math. Bloomberg Data $Trillions were lost, with many fleeing to the safety of Treasuries and CDs as a safe port in a raging storm.

Math 52

Math Marketing Marketing Banking 52

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. Welcome back to the 321st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danqin Fang.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Diamond Consultants

OCTOBER 10, 2023

For instance, they bill on ALL assets (including 401ks not custodied at their firm) and get paid on all accounts regardless of size. Plus, they’re flexible with how they price relationships including planning retainers and subscription fees.

Math 52

Math Recruitment Consulting Clients 52

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. But that was Linda’s career path.

Math 130

Math Management Insurance Assets 130

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets. It could be all kinds of assets. I knew I wanted to do something in business.

Assets 265

Assets Investing Investments Management 265

Clever Girl Finance

FEBRUARY 6, 2023

The term personal finance ratios might be giving you flashbacks to math class. Liquidity ratio Formula: Liquid assets divided by monthly expenses The liquidity ratio is one of the personal finance ratios that is closely tied to your emergency fund since they both revolve around the idea of liquidity. Is it an asset or a liability ?

Numbers 97

Numbers Assets Retirement Budgeting 97

Discipline Funds

MARCH 6, 2024

QE is an asset swap as I’ve explained many times in the past. The reason this doesn’t have a huge impact on inflation is because there’s no reason for consumers to materially change their spending patterns just because they change a safe high yielding asset into a safe low yielding asset.

Banking 118

Banking Government Economy Assets 118

Clever Girl Finance

JANUARY 29, 2023

What's included with net worth Net worth includes your assets and your liabilities. Subtract your liabilities from your assets to get your net worth. Your assets include everything from the cash in your bank accounts to the value of your stock portfolios and the market value of anything tangible that you own such as a house or a car.

Budgeting 119

Budgeting Retirement Assets Education 119

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. Liquidity ratio Liquid assets divided by monthly expenses The liquidity ratio is one of the personal finance ratios closely tied to your emergency fund since they both revolve around the idea of liquidity.

Assets 98

Assets Numbers Math Retirement 98

Mish Talk

DECEMBER 12, 2022

Someone do the math for me. How much will Michael Saylor be worth? Oh, one more small thing. Governments can do nothing about this. It's guaranteed. The Crypto Crash and Why It's Impossible For "You!"

Numbers 130

Numbers Math Insurance Government 130

Discipline Funds

APRIL 19, 2023

It’s diverse, low cost and extremely hard to beat in the long-run mainly because it’s a very close approximation of the Global Financial Asset Portfolio. Owning a 60/40 via a single fund can create a lot of homogeneous asset class risk and liquidity risk because you can’t tap the specific liquid components in the portfolio.

Portfolio 105

Portfolio Math Assets Management 105

The Irrelevant Investor

NOVEMBER 11, 2018

By Nick Maggiulli The fact that high beta firms tend to have lower quality and higher financial leverage is perhaps one good reason why the outperformance in bull markets is more than erased during bear markets By David Varadi Real math is painfully precise. Investment finance math is sales math.

Math 52

Math Economics Economy Numbers 52

MainStreet Financial Planning

JUNE 28, 2024

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. Let’s work out the math, if you have $100,000 in a parent owned 529 plan, then student aid will be reduced by $5,640, over 4 years that is over $20,000!

Planning 69

Planning Math Accounting Education 69

Random Roger's Retirement Planning

JULY 8, 2023

That is difficult to pull off but if you do the math on that it shows long term outperformance. Having that much in asset classes that are intended to not look like equities should mean that the long term result won't look anything like the stock market. This is why we talk about taking bits of process from various sources.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74