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

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. 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. I was econ and kind of geeky.

Clients 299

Clients Wealth Management Banking Investing 299

Random Roger's Retirement Planning

DECEMBER 15, 2024

Most of them definitely have accumulated decent sums thus far, maybe not enough to be on track for what they think they need, but they aren't in desperate trouble except for maybe one of them. If you have $900,000 with ten years to go, odds are pretty good of hitting that number. That is Rooster. Rooster loves duck toys.

Retirement 52

Retirement Retirement Planning Numbers Planning 52

Random Roger's Retirement Planning

JULY 15, 2022

Put that extra 33% into plainer vanilla equities you are definitely still increasing your risk, either way you'd be leveraging up not down. and that is the number I will assume. The math shows the NTSX/ARBIX/BTAL combo would be down 14.7% First I will say that somethin ain't right with that VBAIX result.

Portfolio 66

Portfolio Math Numbers Marketing 66

Steve Sanduski

AUGUST 4, 2022

It’s been clear for quite some time from industry data and personal experience that net organic revenue growth of RIA firms is quite low when you, by definition, exclude market movement. Charles Schwab just released their 2022 RIA Benchmarking Study and I decided to crunch the numbers and see what the data shows. Revenue Growth.

Math 52

Math Portfolio Numbers Financial Market 52

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. Earning $30 an hour should definitely place you in a comfy spot, don’t you think?

Budgeting 73

Budgeting Taxes Numbers Retirement 73

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. New York is number one. Two reasons.

Assets 147

Assets Management Investing Investments 147

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 Investing Investments Numbers 130

The Big Picture

JUNE 6, 2023

When I think back to some of the most painful moments over a 20-year career, that is definitely one. There’s definitely some ways to save money. And they do that for 35 years tweaking numbers I go you won, you won the game. 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 4, 2022

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! Freelance services. Consider one of these recession-proof businesses for a financially secure future!

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. These are items you definitely don't need, but perhaps they are fun or they add to your life in a positive way. The 50-30-20 rule is comprehensive and covers all bases. And that's ok!

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

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.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Recruitment 147

Recruitment Engineering Banking Investing 147

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

FEBRUARY 13, 2023

RIEDER: Yeah, it was definitely dumb luck. 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. RITHOLTZ: — everything blew up.

Economy 147

Economy Numbers Marketing Marketing 147

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? It was derivatives math, it was like working with the traders on like risk management. Like that solves like a number of issues.

Retail 130

Retail Banking Math Management 130

Clever Girl Finance

JULY 13, 2022

You’ve heard of male-dominated industries—education is definitely more of a female-dominated industry. If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Especially if you already have the necessary skills to get started! Educational business ideas for women. are female.

Food 121

Food Advertising Media Planning 121

The Better Letter

FEBRUARY 8, 2024

Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app TRIGGER WARNING: I’m going to do some sports math nerding-out this week. Passer Ratings decline with every round of the draft except the sixth, the numbers for which are skewed by Brady.

Numbers 91

Numbers Education Management Math 91

Mr. Money Mustache

AUGUST 4, 2020

In the big picture, this usually leads to having a “successful” life, because of this basic math: Traditional Success. =. We’re just talking about the old-fashioned, Smiling 1950s Man definition of success. Fame definitely has a sweet spot. The number of friends with whom you can have a meaningful relationship.

Medical 52

Medical Engineering Math Planning 52

Good Financial Cents

DECEMBER 19, 2022

When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! I could definitely picture some kids taking out their aligner to eat lunch at school, then dumping their retainers in the trash with their lunch tray. Our middle son getting Invisalign is very responsible, though.

Insurance 84

Insurance Planning Medical Accounting 84

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. These are items you definitely don’t need, but perhaps they are fun, or they add to your life in a positive way. And that’s OK!

Budgeting 90

Budgeting Taxes Transportation Healthcare 90

Good Financial Cents

JUNE 25, 2023

” The answer is definitely yes. As you can see from those numbers, early Bitcoin investors who held on through the crypto’s ups and downs likely made a fortune. While it doesn’t come with the lowest trading fees, it supports a large number of currencies and makes buying and selling easy.

Investing 76

Investing Investments Accounting Commission 76

The Better Letter

MAY 26, 2022

Aristotle posited that heavy objects fall faster than lighter objects and that males and females have different numbers of teeth, based upon some careful – though flawed – reasoning. Unlike math, the universe is an open system, subject only to inductive inference. Even Aristotle.

Numbers 52

Numbers Math Medical Accounting 52

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. So that’s, that’s number one. Is low, right?

Valuation 162

Valuation Clients Investing Investments 162

Clever Girl Finance

JULY 28, 2023

And no—we’re definitely not suggesting that you let yourself go hungry to save a few bucks. If this number is above your target grocery budget, then it’s time to make some changes. However, the shelf life of foods can definitely be prolonged by placing them in the correct location of the fridge and freezer.

Budgeting 52

Budgeting Food Sales Planning 52

Clever Girl Finance

JULY 12, 2022

It’s definitely possible that you’d pick more than one of these savings goals to focus on. These numbers won’t be exact, as they’re subject to changes in the economy and other factors. Since you’re working on a weekly savings plan or bi-weekly savings plan, the next step is to do that math. That works out to $192.30

Planning 52

Planning Budgeting Accounting Numbers 52

The Big Picture

JUNE 18, 2024

Oh, definitely. It is not defining, it is not definitive. Definitely. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. That that’s a serious 01:08:03 [Speaker Changed] Media number. Yeah, I mean I thought it was so rude. You know, traditional media is does not have the hold.

Media 147

Media Food Advertising Investments 147

Clever Girl Finance

SEPTEMBER 25, 2023

Plus, when you factor in determining federal and state income tax rates … It becomes a lot of math! But depending on your family situation and whether or not you have a remote job, moving to a state with no income tax can definitely help you keep more money in your pocket. Ask for a raise Sometimes, it really can be that simple.

Budgeting 52

Budgeting Taxes Accounting Transportation 52

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. Maths has a long half-life and a DCF correctly done accounts for inflation. We inherently prefer actual cash flow. Well, not entirely.

Investing 52

Investing Investments Valuation Accounting 52

Aleph

NOVEMBER 1, 2022

Definitions: Guaranteed Investment Contract: A group annuity issued by a life insurance company. There are a number of insurance companies running their stable value plans at durations higher than 5, and their ratio of market value to book value is near 85%. ” Now, I know I lost most of you with the last paragraph.

Insurance 45

Insurance Assets Management Math 45

Good Financial Cents

APRIL 14, 2023

It’s not a strategy for everyone, but if you’re into crypto and looking to capitalize on short-term trades, this is definitely a way to go. Credit Card Rewards This is another strategy that may be unlikely to generate $1,000 per month consistently, but it can definitely help you reach that goal in combination with other strategies.

Communication 91

Communication Accounting Investing Investments 91

Clever Girl Finance

OCTOBER 30, 2023

In real numbers, that works out to 57 million people! Data entry jobs are one of the best entry level work from home jobs where you are behind a computer or laptop, and you input data – numbers or any other information such as phone logs into a database. Accountant This requires some job training and a love of numbers.

Recruitment 52

Recruitment Engineering Certification Communication 52

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MARCH 27, 2023

The bonds aren’t worthless, but they’re definitely not trading at par. RITHOLTZ: There’s safety in numbers. MIELLE: And it’s all a matter of how wide your definition of luck is. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore.

Assets 285

Assets Investing Investments Management 285

The Big Picture

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. RITHOLTZ: Right. You know, obviously, there was the 1987 crash of the stock market. KLINSKY: Right.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. I, I can say that definitely works, but it doesn’t work for me. And 00:28:03 [Speaker Changed] That’s an amazing number.

Management 264

Management Investing Investments Retail 264