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

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 299

Assets Clients Investing Investments 299

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. 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. These things you need to access banking, financial services, market economy, investors.

Banking 147

Banking Economics Business Planning Economy 147

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 then the interesting thing is before we really saw that the unwinding of risk, I mean, you saw credit spreads widen, right? I’m talking about diversified financial services.

Clients 299

Clients Wealth Management Banking Investing 299

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

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. We have be behavioral finance tools so that the investor can understand their relationship with wealth and their risk tolerance, their needs at a greater level of detail. Barry Ritholtz : This week on the podcast, I have an extra special guest.

Clients 147

Clients Portfolio Financial Advisor Investing 147