MazumaBusinessAccounting

JUNE 29, 2020

It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Do you dread tax season? Did you know that poor bookkeeping, or lack thereof, is one of the top reasons small businesses fail?

Math 83

Math Accounting Medical Budgeting 83

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. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren, and Amelia Warren Tyagi described this simple way to budget. Who invented the 50-30-20 budget?

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

Clever Girl Finance

SEPTEMBER 11, 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. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren and Amelia Warren Tyagi described this simple way to budget.

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. there’s a big focus on how do we optimize for tax efficiency, too. It’s different wealth regimes, it’s different tax regimes. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. 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. Really fascinating guy. So I was at Harvard.

Valuation 130

Valuation Investments Investing 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. As it did, I worked for a very large syndicator right out of school, which was right around the time the tax laws changed. But in those days, there were very tax driven investment. Let’s talk about books.

Assets 264

Assets Investing Investments Management 264

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. represents your gross hourly rate before taxes or other deductions. By creating products you can sell online, such as e-books, courses, or software, you can earn a residual income that can provide you with a comfortable living.

Budgeting 64

Budgeting Taxes Transportation Insurance 64

Clever Girl Finance

OCTOBER 17, 2023

What about after taxes and benefits? How much an hour is 45000 a year after taxes? Some fall under different tax situations that can affect your take-home amounts. How much an hour is 45000 a year…after taxes? How much an hour is 45000 a year after taxes? So, 45,000 a year is how much an hour?

Taxes 52

Taxes Numbers Math Budgeting 52

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

Clever Girl Finance

SEPTEMBER 25, 2023

After all, taxes and expenses can eat into your income before you even have a chance to make a budget! Calculating $15 an hour per year after tax Expert tip: You can stretch your income by investing! It’s important to remember that there is a difference between pre-tax income and after-tax income.

Budgeting 52

Budgeting Taxes Accounting Transportation 52

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. There was a good equity rebound.

Assets 147

Assets Management Investing Investments 147

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. So like a component of it was like the standard derivatives math, right? When is the Matt Levine book ever 00:52:01 Get publish?

Retail 130

Retail Banking Math Management 130

The Big Picture

NOVEMBER 21, 2023

You would have to go find the periodicals, you would have to find the books, you would have to read ’em yourself. Thank goodness for books like the inv Innovator’s dilemma. So here’s the math, Barry. You take it out tax free as well. Listen to a lot of pods and listen to a lot of books on tape.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

AUGUST 15, 2023

He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” So for a taxable investor, hedge funds generally aren’t tax efficient. And I made the letter, I actually put the letter in my first book to describe how you get somebody’s attention. What makes sense?

Management 130

Management Investing Investments Government 130

Good Financial Cents

APRIL 19, 2023

Sell An E-book 11. Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. While not exactly an ebook, it’s also available on Kindle and paperback; this book still nets me passive income years after I wrote it.

Accounting 105

Accounting Investing Investments Media 105

Clever Girl Finance

JULY 13, 2022

If you liked math in school and have a knack for numbers, you might make a great bookkeeper. A short-term rental business can help you cover the mortgage and taxes on a property and turn a profit, but they can also be risky during periods of travel uncertainty. Bookkeeping and accounting. Travel planner. Tour guide.

Food 122

Food Advertising Media Planning 122

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. Let’s talk about books.

Clients 162

Clients Investing Investments Management 162

Clever Girl Finance

JULY 6, 2023

Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Help clients book fantastic trips, flights, or transportation, and generally make sure that their vacation goes smoothly. Be sure to get your copy of the book, The Side Hustle Guide!

Clients 105

Clients Media License Advertising 105

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investments 52

Investments Investing Accounting Valuation 52

Brown Advisory

JANUARY 17, 2024

One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2 We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

Investments 52

Investments Investing Portfolio Compliance 52

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. The Power of Financial Advisor Calculators. True Cost of Living Calculator. Mortgage Refinance Calculator.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

APRIL 29, 2023

Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How New York and California Botched Marijuana Legalization : Steep taxes and heavy regulation are making it hard for licensed pot sellers to operate in some states, driving more producers and buyers to illegal outlets.

Math 277

Math License Startup Government 277

The Big Picture

MARCH 27, 2023

Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. I usually say nice things about the book, and I don’t do that if I don’t mean it. First of all, before we get started, I very much enjoyed the book.

Assets 285

Assets Investing Investments Management 285

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. Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance. So what do you discuss with your wife and kids about taxes?

Investing 147

Investing Investments Management Retirement 147

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. NADIG: Even though Amex was the key, you know, Amex was the glue holding it together because they’ve figured out how to do creation and redemption, and how to handle book.

Management 278

Management Assets Portfolio Investing 278

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.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. Let’s talk about books.

Assets 299

Assets Clients Investing Investments 299

The Better Letter

OCTOBER 20, 2022

” Although Hofstadter coined the term, mathematician John Allen Paulos popularized the concept with his book, Innumeracy: Mathematical Illiteracy and Its Consequences. To do math, neither maturity nor knowledge of human nature and experience are required. Make sure you’ve got your math correct. Or can be true.

Math 81

Math Numbers Banking Medical 81

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. You can use a gross figure or your actual take-home pay (aka net income) after taxes. Expert tip: Consider money ratios within the context of your life Okay, you’ve just gone through a lot of math—take a breath!

Assets 98

Assets Numbers Math Retirement 98

The Big Picture

AUGUST 29, 2023

Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses. So what was challenging for me was like, actually, when we moved to the US when I was seven years old, I was always good with math, but my English was below average.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 26, 2022

And his new book, “Rise of the Rest,” describes that experience. And I read a book by Alvin Toffler, the futurist, called The Third Wave, and he basically was talking about this coming kind of electronic frontier or electronic cottage. And I think the reason to write the book because I wanted to tell those stories.

Startup 173

Startup Investing Investments Numbers 173

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JANUARY 24, 2023

I have one line in the book where I say Ross Johnson is totally insane and leave the book. And the book, by the way, is quite accurate. But the book was quite accurate. And this is why, you know, again, in the book, there’s a meeting where Ross Johnson comes in to meet Ted, I’m a partner.

Investing 263

Investing Investments Numbers Banking 263