The Big Picture

SEPTEMBER 19, 2023

00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. It could be off on the wage increase number somewhere around there. What, how do you work around those sort of numbers?

Assets 147

Assets Management Investing Investments 147

Clever Girl Finance

JULY 12, 2023

You’ll be responsible for installing, maintaining, and repairing power, communications, lighting, and more in buildings and homes. There are many different specialties for writers and some fields like blogging, white papers, and sales have high pay. It will certainly supercharge your bank account!

Education 98

Education Certification License Engineering 98

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. We’ve got white papers on all of these topics that help advisors communicate this to their clients. It’s through, primarily, referrals.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. The first being an increase in the number of women actually filling those professional roles, which I previously discussed.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. So we built, we did that for a lot of the markets. I never remember it.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. They publish a lot of white papers, they do a lot of research, they have very specific opinions on different topics that seem to come up in the world of finance. This is a white paper I wrote from my clear alpha C-I-O-C-E-O hat.

Management 147

Management Investing Investments Assets 147

The Big Picture

NOVEMBER 25, 2024

Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not. 12, 14 even that not a lot of numbers. So that’s number one. Number two, I have a vivid recollection of sitting in a canoe with Jim Bianco in August of oh nine.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. We wrote a white paper that was associated with it. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. It makes sense for me.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. White paper was about private credit, white paper was about private equity. Why are we looking at this?

Economy 257

Economy Banking Economics Taxes 257