The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. And oh, by the way, your compensation’s gonna be tied to assets raised, which is the first time that had ever happened in my life. They are one of the world’s top 20 asset managers.

Math 130

Math Management Insurance Assets 130

Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. This cycle can repeat itself over multiple years, resulting in minimal or no retirement savings. Planning for retirement is a multi-step process with continuous updates and monitoring.

Retirement 52

Retirement Portfolio Retirement Planning Investing 52

Fortune Financial

FEBRUARY 28, 2023

Thinking about the amount of savings needed for a financially secure retirement can be overwhelming when you think about the unknowns. Unknown global markets and volatility could erode retirement accounts. It could cost more than the projected amount if all retirement funds are in a pre-tax account.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 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 148

Recruitment Engineering Banking Investing 148

David Nelson

OCTOBER 3, 2022

A year ago, with inflation raging they continued to keep their foot on the accelerator creating insane moves in asset prices including commodities, stocks, bonds, houses and just about every item on the planet that had a price tag.

Economy 98

Economy Medicine Engineering Government 98

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets. RITHOLTZ: What was that experience like beginning in asset management in the aisle of hurricane? NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

Clever Girl Finance

APRIL 10, 2023

But medicine and law aren't the only ways to become a six-figure earner. Although you may enjoy the luxury of a ‘rich’ life, they will enjoy the financial stability to make retirement a reality. If you have lofty goals like retiring someday , then saving money now is critical. In the long term, the answer is no.

Taxes 105

Taxes Investing Investments Numbers 105

WiserAdvisor

MAY 3, 2023

Medical inflation can increase the costs of medicines, in-hospital treatments, outpatient care, and more. Consider buying disability insurance According to the Social Security Administration, about one in four 20-year-olds will become disabled before reaching retirement age. Medical inflation rose 2.3% becomes critical.

Financial Planning 40

Financial Planning Planning Medical Healthcare 40

Sara Grillo

SEPTEMBER 26, 2022

Wright: And to that, I would say part of that is just because our industry is relatively new compared to medicine, medicine, centuries years old, financial planning really… 0:39:26.1 Wright: You could say post-Great Depression, but even that’s kind of a little bit of a stretch. Grillo: Next question.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.

Asset Allocation 148

Asset Allocation Wealth Management Clients Assets 148

Aleph

JANUARY 7, 2023

Housing is important, but it can’t truly be 70% of the assets of the nation. They’re proving to be no match for a system that’s exploded in size and complexity [link] We do our best to keep investment expertise off the boards.

Banking 64

Banking Certification Startup Medical 64

The Big Picture

AUGUST 23, 2022

So, it’s 150 million voucher times $20 gives you a $3 billion of vouchers in circulation and this $3 billion of vouchers in circulation were exchangeable for 30 percent of the share capital of all Russian companies, which meant that the market cap of the entire country of Russia, every asset in the country, was $10 billion.

Government 322

Government Banking Numbers Investing 322

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 148

Insurance Healthcare Retail Medicine 148

The Big Picture

OCTOBER 31, 2022

My first four years of teaching was his last four years before he retired. I saw him a lot after he retired — he lived in San Francisco — whenever my wife and I went there. And he had written several articles about how that affected his feelings about medicine and the government, and all the rest. SIEGEL: Yeah.

Numbers 148

Numbers Investing Investments Marketing 148