The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. 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.

Assets 300

Assets Clients Investments Investing 300

Sara Grillo

MAY 16, 2022

I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. There are alot of schmucks out there hawking crap products disguised as financial advice. Pay attention, get it in writing, and do the math for yourself.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Right. BRYANT: Number two, money is emotional.

Banking 148

Banking Economics Business Planning Economy 148

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

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. I’m talking about diversified financial services. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I love statistics.

Clients 300

Clients Wealth Management Banking Investments 300

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. Consider side hustles tied to products and services that are in high demand.

Clients 95

Clients Advertising Media Planning 95

Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.

Investments 52

Investments Investing Portfolio Compliance 52

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. So that’s the math. Do you want to be in this business? You know, do, do you wanna, because it, it’s constant as you know. You know, you have to improve your skills.

Valuation 163

Valuation Clients Investing Investments 163

The Big Picture

AUGUST 15, 2023

RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Management 130

Management Investments Investing Government 130

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And that might give me some insight functionally into what I wanted to do next. And I found once I joined them that I was actually just really good at what they were doing. And at the same time, the dot com bubble collapsed.

Management 148

Management Recruitment Numbers Banking 148

The Better Letter

OCTOBER 20, 2022

To do math, neither maturity nor knowledge of human nature and experience are required. However, as the financial services commercials take pains to point out (as the SEC requires), past performance is not indicative of future results. Make sure you’ve got your math correct.

Math 81

Math Numbers Banking Medical 81

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 148

Clients Portfolio Financial Advisor Investing 148

Carson Wealth

FEBRUARY 5, 2024

By my math, there have been 57 Super Bowls and 22 different winners. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. In fact, the only time stocks were lower was in 2015, when the full year ended down by 0.7%, so virtually flat.

Marketing 97

Marketing Marketing Economy Manufacturing 97

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 148

Numbers Management Banking Marketing 148

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. So this is the math that I applied. So we like to win.

Media 291

Media Investing Investments Valuation 291

The Big Picture

JANUARY 7, 2025

Being an entrepreneur isn’t, anyway, but being an entrepreneur in an industry like financial services where there’s these old and very incumbent 800 pound gorillas are all around you is certainly not 00:12:56 [Speaker Changed] To, to say the very least. The institutional investor does not like that math.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. It’s like the first couple years of going into financial services, it’s boot bootcamp. It’s a tough where you to go. It’s not fun.

Taxes 281

Taxes Banking Clients Management 281