The Big Picture

AUGUST 8, 2022

It turns out their business model is a little similar to the way the banking industry has managed to capture a lot of regulators and continue to operate fairly freely without this sort of regulation and capital requirements and equity requirements that would make banking safer. I was good in math and I love the math.

Banking 205

Banking Government Insurance Taxes 205

Integrity Financial Planning

FEBRUARY 3, 2023

Confirm Your Numbers Make sure that your filing status, name, and the names and Social Security numbers of your dependents are accurate. It’s also not a bad idea to review the bank account numbers you included (some of those digits can be lengthy!).

Taxes 82

Taxes Math Accounting Medical 82

David Nelson

JUNE 20, 2023

However, the banking crisis that followed in March was a heavy burden for stocks as fears of systemic collapse continued to feed the bear market narrative. With close to 14% of the equal weighted index in financials and the fact that smaller banks were hit hardest, the damage was just that much more severe. Let’s take a look.

Math 52

Math Marketing Marketing Banking 52

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Discipline Funds

MARCH 6, 2024

This went against the prevailing theory that lower interest rates and more reserves in the banking system could cause a surge in bank lending as lower rates make loans more affordable and more reserves give banks more ability to “multiply” loans. But the problem was that the demand for apples was structurally low.

Banking 118

Banking Government Economy Assets 118

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. 00:03:11 [Speaker Changed] Yeah, we started out, I started on banking, the two year banking program, which merchant banking was the group I was in.

Numbers 148

Numbers Banking Investments Investing 148

Clever Girl Finance

MARCH 18, 2023

In this digital age of banking, writing checks and balancing a checkbook may seem like a thing of the past. Balancing a checkbook is simply making sure all of your bank account transactions match up to the transactions you've recorded in your checkbook. We all know that banks make errors too! Do you need to balance a checkbook?

Banking 105

Banking Accounting Math Numbers 105

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I was econ and kind of geeky.

Clients 300

Clients Wealth Management Banking Investments 300

Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information. What is it?

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

JANUARY 21, 2025

I was born in London and when I was three and a half, my father got a job for the World Bank in Washington DC So we all moved to Washington DC Then just before my 10th birthday, my father was posted to Bangladesh for four years. And a, a number of things happened. Where, where did you grow up? Jonathan Clements : Both places.

Investments 148

Investments Investing Management Retirement 148

The Big Picture

MAY 30, 2023

BRYANT: And so when this guy told me that we’re, at that time, 10,000 banks, hundreds of thousands of bankers, 100,000 banks. RITHOLTZ: Were there banks in your neighborhood or were you an unbanked … BRYANT: Well, I mean, it was so few you knew where they were, put it that way, right? RITHOLTZ: Okay. RITHOLTZ: Right.

Banking 148

Banking Economics Business Planning Economy 148

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

Math 130

Math Management Insurance Assets 130

The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. SHAW: Yeah. SHAW: That’s right.

Recruitment 148

Recruitment Engineering Banking Investments 148

Clever Girl Finance

JANUARY 29, 2023

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. Staying away from debt is also encouraged so you can keep your net worth number positive. It also includes valuables like art or jewelry.

Budgeting 119

Budgeting Retirement Assets Education 119

Clever Girl Finance

AUGUST 14, 2022

Divide the amount needed by the number of months. It also gives you the math formula to find the information you need if you prefer. Omni Calculator can help you with sinking fund amounts, but they also have a ton of other great financial calculators to help you run the numbers. What number of sinking funds?

Budgeting 105

Budgeting Accounting Medical Math 105

Good Financial Cents

JULY 3, 2023

Calculation Breakdown Let’s break down the math to find out how much you could earn annually with a $30 hourly wage: Consider an average workweek of 40 hours and an average year consisting of 52 weeks. Then $27,750 is the magic number. Nonetheless, it reveals the potential earnings for someone with a $30 hourly wage.

Budgeting 73

Budgeting Taxes Numbers Retirement 73

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Assets 265

Assets Investing Investments Management 265

Good Financial Cents

MARCH 15, 2023

Despite declining overall employment numbers in the field, there are close to 400,000 job openings annually for customer service representatives, according to the Bureau Of Labor Statistics – a testament to how critical the industry is to the U.S. Bank Teller 13. Banks are a good example. Technical Support Representative 6.

Communication 69

Communication Education Retail Banking 69

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t. Is that right?

Investing 148

Investing Investments Management Valuation 148

Random Roger's Retirement Planning

JULY 9, 2023

Generally speaking, pensions are less viable than they used to be, the math doesn't work as well. Where 401ks are cheaper for employers than pensions, an investment bank advising companies to do this argues that yes, the IBs could see the potential benefit for mutual fund companies. Is he right? Is he wrong? If correct, that argues no.

Retirement 66

Retirement Math Management Taxes 66

Nationwide Financial

SEPTEMBER 12, 2022

The curve, however, continues to project cuts to the rate beginning next May, which seems optimistic given the tone of Fed officials and the math around getting inflation back close to their 2% target. Core CPI will likely grow, as the headline number benefits from falling gas prices, and shelter prices increase.

Retail 52

Retail Math Banking Economics 52

The Big Picture

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years.

Economy 148

Economy Numbers Marketing Marketing 148

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. We typically hire people out of the banks. Banking getting much better. RITHOLTZ: Wow.

Management 148

Management Recruitment Numbers Banking 148

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? I mean, I, I liked, I, I like learned a lot from that job and it’s like really helped me do what I do today because it really touched on a lot of elements of the bank.

Retail 130

Retail Banking Math Management 130

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investments Investing Numbers 130

Clever Girl Finance

MARCH 6, 2023

Work as a grocery store cashier You could be a grocery store cashier if you're good with math and don't mind scanning coupons and small talk. You can charge based on the garage's square footage or the number of boxes you will need to go through. However, a smarter notion would be to put it in your bank account.

Media 105

Media Accounting Banking Food 105

Good Financial Cents

JUNE 25, 2023

As you can see from those numbers, early Bitcoin investors who held on through the crypto’s ups and downs likely made a fortune. Then it takes just a few minutes to link your bank account, make a deposit, and fund your cryptocurrency exchange account for the first time.

Investments 76

Investments Investing Accounting Commission 76

The Big Picture

OCTOBER 17, 2023

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. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investments 130

Investments Investing Clients Management 130

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. I was employee number 10. billion deal.

Clients 163

Clients Investing Investments Management 163

Clever Girl Finance

OCTOBER 4, 2022

Any workplace has to have a cleaner- a bank, office spaces, classrooms, hotels, and lobbies. They aren’t likely to get rid of the person who knows the numbers. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start!

Food 105

Food Economy Healthcare Economics 105

Clever Girl Finance

FEBRUARY 10, 2023

And don't worry if math isn't your thing because we've included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. This number is simply the amount of money you have left over after taxes are paid. It involves 3 easy steps that will help you prioritize your monthly financial commitments.

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. The bank is going to credit you 4.95%. And , you have to do the math by hand. There is an admin charge of about $49k. There is an insurance charge of about $246k. There is an amount credited of about $348k. The cash value of the policy is about $1.8MM.

Insurance 59

Insurance Clients Financial Advisor Math 59

Good Financial Cents

DECEMBER 10, 2022

And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. And since the interest rates paid are much higher than bank savings, you can get returns approaching 10%. There are a number of legit ways you can make money online.

Risk Tolerance 112

Risk Tolerance Media Investments Investing 112

The Big Picture

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. In fact, here’s the phone number you call, and you will get your $37 fee waived.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Clever Girl Finance

OCTOBER 17, 2023

When it comes to your financial health, your income is one of the most important numbers in the equation. How might this number be affected in a freelance job? Let’s start by looking at the numbers in their simplest form. Now, let’s crunch some of the other numbers… $45k a year is how much… Total (gross) pay Hourly $21.63

Taxes 52

Taxes Numbers Math Budgeting 52

Gen Y Planning

AUGUST 1, 2022

Before bringing banks and loans into the mix, you must know how much your dream home will cost. Most banks offer a draw period of 10 years—though hopefully, your home reno timeline doesn’t take that long, even with expected construction delays! Let’s bring in some numbers. What’s a HELOC? How does it work? Let’s find out!

Planning 52

Planning Numbers Banking Math 52

Clever Girl Finance

JUNE 28, 2023

If you look up the savings account interest rates at most brick-and-mortar bank chains, you might find numbers that are awfully close to zero…like 0.01% APY. Normally, you’ll find these accounts at online banks or local institutions rather than nationwide chain banks. Interest that low won’t compound very fast.

Investments 59

Investments Investing Accounting Certification 59