Carson Wealth

MARCH 2, 2023

After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns. Depending on state law, Roth IRA distributions may be subject to state taxes. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

The Big Picture

MAY 9, 2023

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. I didn’t know what any of these terms meant. Three main client segments.

Assets 299

Assets Clients Investing Investments 299

Brown Advisory

AUGUST 1, 2019

From a legacy planning standpoint, two distinctions are especially important: Roth IRAs do not require their owners or spouses to take mandatory distributions. In contrast, traditional IRAs impose mandatory withdrawals, called “Required Minimum Distributions” or “RMDs” beginning at age 70½.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

From a legacy planning standpoint, two distinctions are especially important: Roth IRAs do not require their owners or spouses to take mandatory distributions. In contrast, traditional IRAs impose mandatory withdrawals, called “Required Minimum Distributions” or “RMDs” beginning at age 70½.

Planning 52

Planning Distribution Taxes Accounting 52

Bell Investment Advisors

NOVEMBER 27, 2023

There are many ways to fulfill this distribution requirement, some of which will suit you better than others. Other tax-advantaged accounts like 401(k)s, 529s, and Health Savings Accounts have their own unique distribution requirements and tax consequences. If you have an advisor of your own, this may be something they can help with.

Accounting 52

Accounting Distribution Investment Advisor Taxes 52

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

Steve Sanduski

AUGUST 4, 2022

Simple math says the CAGR of NET NEW ASSETS (i.e., At that point, they focus on maintaining the business and the business grows through a few referrals (who replace distributions and lost clients) and rising markets over time. CAGR of AUM sounds pretty good until you look at how much of that growth was simply due to market growth.

Math 52

Math Portfolio Numbers Financial Market 52

Trade Brains

DECEMBER 16, 2022

And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, The consistency in such high returns can be attributed to its focus on driving consumer meaningful innovations backed by significant distribution expansion and strong advertising. higher ROE. respectively.

Pharmaceutical 59

Pharmaceutical Manufacturing Engineering Distribution 59

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. And what you get at the end is a very, very uneven distribution of wealth. And I see the opposite fathead long tail distribution in capitalism.

Investing 130

Investing Investments Clients Numbers 130

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 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.

Assets 147

Assets Management Investing Investments 147

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. And so, you know, that’s why I’ve started to distribute money to them. They will earn that market return less, whatever they’re paying.

Investing 147

Investing Investments Management Retirement 147

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. Depending on how many are distributed each Year, you may be compensated for the time off and federal holidays. 55K a Year Is How Much an Hour? In this case, you’d receive $4,583.33 How Does Vacation Impact My Annual Salary?

Budgeting 64

Budgeting Taxes Transportation Insurance 64

Brown Advisory

JANUARY 17, 2024

However, the universe typically does not follow a normal distribution, not even on a one-year basis. We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. Only if the universe is split 50:50 between winning and losing investments does the 75% hit rate for the portfolio hold.

Investing 52

Investing Investments Portfolio Compliance 52

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. We forget that there weren’t personal computers on everybody’s desk back then. It’s the exact opposite.

Assets 173

Assets Management Portfolio Taxes 173

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. Required Minimum Calculator. This calculator will help them do exactly that.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

AUGUST 2, 2022

If you use a Roth IRA, you pay taxes on contributions but not on qualified distributions when you retire. Some quick math for the value of your $10,000 after a certain number of years: 10 years: $20,000. Dividend investing means buying shares of companies that pay a dividend, or distribution from company profits.

Education 59

Education Retirement Investing Investments 59

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. RITHOLTZ: Right. BRYANT: Number two, money is emotional. RITHOLTZ: Yes.

Banking 147

Banking Economics Business Planning Economy 147

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

Clever Girl Finance

JUNE 28, 2023

What sets dividend stocks apart is that they regularly distribute a portion of their earnings to their shareholders in the form of dividends. By law, REITs have to distribute at least 90% of their taxable profits as dividends to the shareholders. You’ll also need to do some math to figure out the potential profit margins.

Investing 59

Investing Investments Accounting Certification 59

The Big Picture

JUNE 18, 2024

So when I got there, we really set about exploding the amount of content that we made and then to be able to distribute it very, very rapidly. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. Had, you know, it was probably two episodes in KFC radio was maybe a month worth of episodes in.

Media 147

Media Food Advertising Investing 147

The Big Picture

DECEMBER 6, 2022

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. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Clients 162

Clients Investing Investments Management 162

Clever Girl Finance

JULY 28, 2023

This process not only ensures that you save money by making sure that you’re able to distribute your ingredients over several meals evenly, but it also ensures that you’re able to conveniently heat up your food and eat it immediately. For example, you can plan casseroles, pasta dishes, sandwiches, side dishes and more!

Budgeting 52

Budgeting Food Sales Planning 52

The Big Picture

NOVEMBER 22, 2022

So, yes, there were a number of bottling companies that would bottle Coca-Cola product and distribute it throughout the country or throughout the region. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? RITHOLTZ: They were two separate companies for a while. SHAW: That’s right. RITHOLTZ: Right.

Recruitment 147

Recruitment Engineering Banking Investing 147

The Big Picture

AUGUST 29, 2023

And so we have a distribution around that. 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. And it runs a scale. And the median is just basically that midpoint of all those observations.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JUNE 6, 2023

It’s much deeper than math. So, I created this eBook and I decided to sell it for $4.95 cents, and I was very terrified, it’s like any artist who’s ever sold something. RITHOLTZ: Sure. It’s validation. SETHI: Yes, and like what is the world going to think? Remember, she was about to divorce him.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

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. RITHOLTZ: Right.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

MARCH 27, 2023

But over the last 30 or 40 years, probably 40 years since the Reagan years, if you look at the wealth and the income distribution in this country, it really has sort of gelled at the top. Is it that same fat head, long tail distribution of wealth even amongst the hedge fund community? RITHOLTZ: Right, very much so. and the 0.01percent.

Assets 285

Assets Investing Investments Management 285

The Better Letter

NOVEMBER 2, 2023

I couldn’t make that math work at all plausibly. ” My mother didn’t know who Dave Ramsey was, but she used only cash, distributed into different envelopes dedicated to different types of expenses: Dave’s advice applied. It’s almost all powerful and good stuff, with one major error. Did you catch it?

Certified Financial Planner 96

Certified Financial Planner Investing Investments Portfolio 96

The Big Picture

JULY 29, 2024

Well, 00:34:43 [Speaker Changed] You, I mean you mentioned the marketing rule and I think that that’s changed the way performance reporting is calculated and distributed across the industry. You know, don’t be overwhelmed by the, the vocabulary or the math or things that frighten people away from the industry.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Good Financial Cents

APRIL 19, 2023

REITs own and manage income-producing properties and distribute the profits to investors. The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money! Fundrise specializes in REITs ( real estate investment trust ).

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

OCTOBER 10, 2023

That’s just, it’s in randomly distributed. Barry Ritholtz ] 00:10:46 [Speaker Changed] Or not so randomly distributed It it’s mostly dudes. Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. Oh, really?

Math 162

Math Numbers Marketing Marketing 162

The Big Picture

MARCH 21, 2023

My mom was a math teacher so — RITHOLTZ: Okay. ASNESS: — quote, “normal model,” normal distribution say. He’s the genius in math. First time I learned poker to play in this Math for America Tournament, I didn’t know a whole of them. For years, my dad, it was in spreadsheet. RITHOLTZ: Yeah.

Valuation 173

Valuation Investing Investments Numbers 173

The Big Picture

MARCH 12, 2024

00:46:16 [Speaker Changed] Now it’s your distribution hub 00:46:17 [Speaker Changed] And there’s no people. And I was always good at math and, and I had been writing code since I was in the sixth grade. Because 00:46:14 [Speaker Changed] That was your magnet. So what happens to the dry cleaner?

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. 00:01:29 [Barry Ritholtz] I I, I try not to butcher people’s names, but let’s talk a little bit about your, your background.

Numbers 147

Numbers Management Banking Marketing 147

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

The Big Picture

NOVEMBER 21, 2023

So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up. 00:44:49 [Speaker Changed] Correct?

Investing 246

Investing Investments Startup Accounting 246