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. These advisors also use social media and marketing to target new clients—creatively and without limitations.

Math 52

Math Recruitment Consulting Clients 52

Sara Grillo

APRIL 11, 2023

Financial Advisor Balance Sheet Again, here I tried to map out what the typical assets and liabilities of a financial advisor practice are. The reason I put all this together is I see a ton of financial advisors out there who struggle to get a grasp of what the math behind a financial advisor practice looks like.

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

The Big Picture

JANUARY 21, 2025

Jonathan kind of famously announced that he was diagnosed with terminal cancer on his website as well as social media. 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.

Investments 147

Investments Investing Management Retirement 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. ADMATI: OK.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

JUNE 18, 2024

So we think of Fidelity as like this big giant stodgy asset manager. Erika Ayers Badan : You know, the marketing and media group was interesting. I was a media buyer, so I could buy what someone else proposed to me. And then I went to a company with Joanne pre IPO called Demand Media. Loved it Barry Ritholtz : Amazing.

Media 147

Media Food Advertising Investments 147

Darrow Wealth Management

SEPTEMBER 7, 2023

Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. This is a way for the shares to fund the exercise without dipping into your diversified assets/cash reserves.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

Good Financial Cents

DECEMBER 10, 2022

Skills Needed: Technical website knowledge, subject expertise, writing ability, social media skills. At this point at least, it’s hard to know if crypto is a long-term investment or the perfect trading asset. Lots of people are participating on social media. Our 25 Best Ways to Make Money Online in 2023. Launch Your Own Blog.

Risk Tolerance 112

Risk Tolerance Media Investing Investments 112

Carson Wealth

MARCH 2, 2023

While the FIRE (Financial Independence, Retire Early) movement has been spreading like, well, wildfire on social media, that’s not what we’re talking about here. Often, they have built exceptionally successful careers and saved substantial amounts in various asset classes. How Early Is Early?

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Become A Social Media Influencer Semi-Passive Side Hustles 15. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Now let’s get started.

Accounting 105

Accounting Investing Investments Media 105

Sara Grillo

MAY 16, 2022

Evanson Asset Management. Asset tiers include all accounts in a household combined and the minimum yearly fee is $550 per household. When a client has $1,000,000 in assets to manage, a fee of $5,940 annually would be 0.59% of their assets. . $89 per month. 450 start up. 139 per month. Firstmetric. Jon Luskin, CFP.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

The Big Picture

NOVEMBER 21, 2023

He said, I overpaid for the asset. Well, I think it’s a, dude, it, it was toxic social media in general has this toxicity problem, but opening the floodgates. I will say, if anybody thinks the public square, as we’ve traditionally known it, is what people go to social media for. So here’s the math, Barry.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investments Investing Government 130

Good Financial Cents

APRIL 14, 2023

Skills needed: Basic technical knowledge, formatting, Google docs (or Microsoft Suite), specific knowledge about a topic, and social media knowledge. Creating content on the web is different from book writing or print media. And because it is a business, it’s a way of building a major asset. and $15.00 for more advanced pieces.

Accounting 91

Accounting Communication Investments Investing 91

The Big Picture

AUGUST 29, 2023

It’s client related, it’s media like we’re doing today. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: Well, it’s a lot. It’s also being part of the senior team that runs Vanguard, the business of Vanguard, right?

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. BRYANT: Pioneer, and he was an asset owner. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

Mr. Money Mustache

JUNE 21, 2022

But, I did some math and if we sold the Airbnb with the other two houses, we’d have a chunk of cash big enough for me to mostly retire – working only if I really felt like it. Not sure if I want to do that, even if it makes sense to my math brain. We do not currently own stocks or index funds, and we have no debt.

Investments 52

Investments Investing Retirement Math 52

The Big Picture

NOVEMBER 22, 2022

And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. RITHOLTZ: So generally speaking, alternative assets, that’s a tough gig to get into regardless of where you go to school. I also saw that they had some really unique assets.

Recruitment 147

Recruitment Engineering Banking Investments 147

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. So I, I did a math degree at Oxford, which is more pure math. 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.

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

JANUARY 9, 2024

00:01:53 [Matt Levine] That’s, you’re quoting my LinkedIn, which probably my proudest social media presence is my LinkedIn is. 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? If anything it’s going the other way.

Retail 130

Retail Banking Math Management 130

Mr. Money Mustache

MAY 20, 2022

Instead of investing in a productive asset, these speculators were just assuming the recent momentum would continue. To put it another way, what if instead of looking at our investments as the financial media likes to portray them, which is like this: Financial media: “Aaack, scary red line just dropped to ZERO!!!”

Marketing 53

Marketing Marketing Retirement Investments 53

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. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

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’s the math.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

JUNE 6, 2023

SETHI: And all these this media about how the stock market was going up 15 percent a week. Media subscription should be free. Every time I do media, the predominant question is, times are tough, things are crazy, how do we get by? Have I managed my asset allocation and my investment fees? RITHOLTZ: Sure. RITHOLTZ: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

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.

Economy 147

Economy Numbers Marketing Marketing 147

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Then how come it’s sold as “can’t lose money asset” and other BS claims?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Aleph

JANUARY 14, 2023

link] Maybe, and it might be good to replace geometry with analytic geometry, but adding data science and probability will leave most STEM majors underprepared for college math. Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls. It is the opposite, except in the top decile.

Math 59

Math Assets Banking Government 59

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. Asset management group had made an argument and then the investment bank says, he works here, and then the emerging market people say, what about us, and it was going on and on.

Government 321

Government Banking Numbers Investments 321

The Big Picture

MARCH 21, 2023

It’s about half our assets. ASNESS: About half our assets are really traditional, where money managers beat, you know, plenty of things, don’t let a short, or lever, or any of those hedge fund kind of things. My mom was a math teacher so — RITHOLTZ: Okay. RITHOLTZ: Okay. RITHOLTZ: Bill Sharpe.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

OCTOBER 10, 2023

Talked about the process of writing the book, what it’s like to go on 60 Minutes and know that social media is gonna come at you. Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. But in math camp, he’s not the best.

Math 162

Math Numbers Marketing Marketing 162

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. abnormalreturns.com) Research links: more than math. theatlantic.com) A crypto reserve does nothing for the U.S. abnormalreturns.com) You can now follow us on Bluesky.

Math 147

Math Government Engineering Economy 147

Abnormal Returns

MARCH 4, 2025

wsj.com) Experience shows Bitcoin is not a safe-haven asset. mrzepczynski.blogspot.com) Earlier on Abnormal Returns Research links: more than math. abnormalreturns.com) Mixed media People are regularly paying millions of dollars to dine at Mar-a-Lago. (klementoninvesting.substack.com) Ray Dalio loves to predict financial crises.

Retail 147

Retail Math Economics Media 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

MAY 2, 2023

But also, this is a story of starting a small media outlet, a small web presence, and recognizing that there’s business potential here, and how to slowly grow that into something that’s substantial. RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99?

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

MAY 16, 2023

I know him from Lindzonpalooza from his early media work. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. How did that come about?

Media 290

Media Investments Investing Valuation 290

The Big Picture

OCTOBER 31, 2022

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.” But it was a — it wasn’t just a rivaling media; these were dominating media’s that were very sympathetic. It was a pretty shocking book.

Numbers 147

Numbers Investments Investing Marketing 147