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. Understand Your Tax Situation It’s easy to forget about managing taxes in retirement, but the old adage applies: It’s not what you make, it’s what you keep.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

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. BITTERLY MICHELL: … obviously, the United States, the global economy. there’s a big focus on how do we optimize for tax efficiency, too. BITTERLY MICHELL: … was — no, no.

Clients 299

Clients Wealth Management Banking Investments 299

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. There’s a continual, the economy continues to grow. And I’m gonna own the whole market. It goes so far.

Assets 173

Assets Management Portfolio Marketing 173

Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Math Matters. Source: Calafia Beach Pundit.

Math 52

Math Assets Investments Investing 52

Clever Girl Finance

OCTOBER 17, 2023

What about after taxes and benefits? How much an hour is 45000 a year after taxes? Some fall under different tax situations that can affect your take-home amounts. How much an hour is 45000 a year…after taxes? How much an hour is 45000 a year after taxes? So, 45,000 a year is how much an hour?

Taxes 52

Taxes Numbers Math Budgeting 52

The Big Picture

NOVEMBER 15, 2022

Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make.

Management 278

Management Assets Portfolio Investments 278

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Really fascinating guy. So I was at Harvard.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. As it did, I worked for a very large syndicator right out of school, which was right around the time the tax laws changed. But in those days, there were very tax driven investment. I have no family history.

Assets 264

Assets Investing Investments Management 264

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. I mean, think about the deficits we, we have when it’s pretty much full employment, economy’s still pretty strong. 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investments Investing 147

Clever Girl Finance

JULY 13, 2022

They help keep the economy running while improving their own lives and innovating new ways to make the world better. If you liked math in school and have a knack for numbers, you might make a great bookkeeper. After all, we’re half the population—that’s billions of women with unique ideas, skillsets, and visions for the future.

Food 122

Food Advertising Media Planning 122

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. You don’t have to pay any tax and just let the rest ride. It’s just math stick to it over long periods of time. You give out 5%.

Investing 130

Investing Investments Clients Management 130

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. 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. BERRUGA: Yeah. BERRUGA: Yeah.

Clients 162

Clients Investing Investments Management 162

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. There was a good equity rebound.

Assets 147

Assets Management Investments Investing 147

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. So here’s the math, Barry. It’s gonna take a while to integrate, integrate those folks back into other parts of the economy. You take it out tax free as well.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

AUGUST 29, 2023

Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses. Yes, the economy can clearly keep roaring along, which we’ve seen. It kind of made me think of a question. DAVIS: Well, I think there’s a couple of things. DAVIS: It is not.

Portfolio 130

Portfolio Investments Investing Numbers 130

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. That assumes I pay no taxes which is very hard.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investments Investing Insurance 52

Clever Girl Finance

JULY 6, 2023

They help keep the economy running while improving their own lives and innovating new ways to make the world better. Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Related posts on business ideas for women Try out one of these best business ideas for women!

Clients 105

Clients Media License Advertising 105

Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Thanks to the likes of Airbnb and others, these sharing economy services have shown us it’s not so scary! So let me ask – how do you feel about renting out your car?

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

APRIL 29, 2023

Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How New York and California Botched Marijuana Legalization : Steep taxes and heavy regulation are making it hard for licensed pot sellers to operate in some states, driving more producers and buyers to illegal outlets.

Math 277

Math License Startup Government 277

Abnormal Returns

DECEMBER 8, 2024

on.ft.com) What it took to rebuild Notre Dame (nytimes.com) Budgeting The math on any additional tax cuts is tough. noahpinion.blog) Economy How CPI works. (press.airstreet.com) Will AI eat the browser? crazystupidtech.com) Notre Dame How France came together to rebuild Notre Dame. slowboring.com) Defense IS manufacturing.

Marketing 147

Marketing Marketing Budgeting Math 147

The Big Picture

SEPTEMBER 26, 2022

I think if you fast forward 10 or 20 years, it’s more — as I said earlier, more optimistic view of America that will have a more inclusive innovation economy, won’t just be a few people in a few places. The math never seems to work out. RITHOLTZ: You raise an interesting policy question.

Startup 173

Startup Investments Investing Numbers 173

The Big Picture

JANUARY 24, 2023

So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. I mean, if we really stretched 10 times net income, I think if we find the hot buyer, we can get the 10 times, you know, with no adjustments, no trickery after tax net income, that would be a great price for most businesses.

Investments 263

Investments Investing Numbers Banking 263

The Big Picture

APRIL 8, 2025

And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We have a very robust economy.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

David Nelson

AUGUST 8, 2022

The last holdout was Senator Kyrsten Sinema who held up the bill demanding the revised tax code on Carried Interest Income be taken out settling instead for a 1% tax on stock buybacks. First of all, if you want to pass climate and tax legislation and you have the votes, go for it. What about the 1% tax on buybacks?

Taxes 98

Taxes Budgeting Math Management 98

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge. There should be no surprise here.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And they said as a result of them earning zero, the $230 million of taxes that was paid in the previous year is paid in error and we’d like that money back. It is $2 billion on the ship.

Government 321

Government Banking Numbers Investments 321

The Big Picture

MARCH 17, 2025

You sit in a room all day doing tax returns or something, it’s just not, you know, that it seemed antisocial. It’ll reduce new company formation, it’ll make us borrowing costs skyrocket, it’ll devalue the US dollar, it’s gonna cause rampant inflation and it will act as a drag on the overall economy.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

MARCH 12, 2024

That includes all of its changes in its property taxes, it’s, it’s depreciable life for the improvements of the assets. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy. And this is proprietary data. They cover everything.

Banking 147

Banking Marketing Marketing Investments 147

The Big Picture

AUGUST 17, 2023

This summer’s economy is defying the odds. Financial Times Alphaville ) • How a Small Group of Firms Changed the Math for Insuring Against Natural Disasters : Climate change, inflation and global instability have thrust companies that sell insurance to insurers into the spotlight. ( My morning train WFH reads: • What recession?

Insurance 246

Insurance Math Taxes Economy 246

The Big Picture

JULY 31, 2023

Burger King Tim Hortons, I remember very clearly because it was in the middle of those waves of kind of tax dodgy, those inversion deals. And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

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. It’s all tax free. In not paying your taxes. So ba in mathematics and philosophy from Berkeley, an MBA from Columbia.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 147

Healthcare Medicine Economics Numbers 147

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147

The Irrelevant Investor

AUGUST 9, 2018

The Atlantic asks Are Stock Buybacks Starving the Economy ? They'll cite the fact that companies are going to buy back $1 trillion in stock this year, due to the excess cash provided by the tax cuts. These sort of numbers will always grind higher as the economy grows over time.

Economics 52

Economics Investing Investments Distribution 52

The Big Picture

JULY 15, 2024

If you are at all interested in fixed income, how you assess bonds, how you evaluate the economy, the market, what the fed’s gonna do, what clients want, how to assess risk in credit markets, well then you are gonna really enjoy this conversation. That’s where the economy was at that point. But those guys are great, right?

Portfolio 147

Portfolio Banking Management Portfolio Management 147