The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

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. And so, there’s definitely a pre and post. BITTERLY MICHELL: Yeah, we definitely need to get into — to pizza. I’m talking about diversified financial services.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. You can say, you know, what Andrew Young said, who was Dr. King’s right arm, that “To live in a system of free enterprise and not to understand the rules of free enterprise must be the very definition of slavery.” RITHOLTZ: Right. BRYANT: Number two, money is emotional.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

SEPTEMBER 10, 2024

I was a, I’m a rural guy, kind of grew up in a, you know, farm town in Illinois and in Texas, which is in Dallas, but not really a farm town, but it, you know, more rural, definitely more Midwestern southern even. But, but definitely fiscal and monetary policy. And that’s definitely not priced.

Valuation 162

Valuation Clients Investing Investments 162

Clever Girl Finance

JULY 8, 2024

Become a bookkeeper If you have bookkeeping skills, you only need a reliable internet connection, a laptop, and and an online meeting tool like Zoom or Google Meet to start offering your services. You can definitely make an extra $2,000 a month with a side hustle. How can I make an extra $2,000 a month?

Clients 78

Clients Advertising Media Planning 78

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And by the way, their definition of analysts may be different. Their definition of analysts may look, again, it may look more like mini PMs. And that might give me some insight functionally into what I wanted to do next.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. And the other interesting thing that’s happened more recently is the, the transition to more personalization in financial services. Like there’s personalization in all aspects of our life and financial services is catching up.

Clients 147

Clients Portfolio Financial Advisor Investing 147