Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52

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. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out. We’ve been at it for coming on a decade, had only a couple 100,000 customers.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

FEBRUARY 13, 2023

I mean, 100 percent, and you know, when clients invest with you, or rating agencies or consultants evaluate your business, it’s all about what is your process? Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: A 100 percent.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

MARCH 12, 2024

I got to spend a lot of time in DC consulting on the response to the financial crisis and trying to sort out sort of what was really going on. We were consulted on the recapitalization of Freddie Mac and Fannie Mae. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Banking 147

Banking Marketing Marketing Investing 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 one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

You know, I thought I was gonna take the high road and, and be a management consultant. Lisa Shalett : Yeah, so, you know, I, I did the consulting thing both before and after business school. That was one of the pieces of the consulting gig that appealed to me. But we think that that valuations are there. Remember that.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. ASNESS: Well, first of all, I’m going to somewhat disappoint you saying we do not take very big bets on views like timing asset classes based on valuation. My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. 01:02:36 All the math tells us we should not buy high dividend yield stocks.

Portfolio 147

Portfolio Management Marketing Marketing 147