The Big Picture

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

Investing 217

Investing Investments Recruitment Math 217

Abnormal Returns

MAY 27, 2024

kitces.com) On the math of purchasing wealth management leads. thinkadvisor.com) Charles Schwab ($SCHW) is launching an alternative investment platform for individual investors. (investmentnews.com) Advisers How a ban on non-compete agreements will affect financial advisory firms. riabiz.com) How to know if your niche is sustainable.

Wealth Management 264

Wealth Management Math Management Clients 264

Wealth Management

DECEMBER 12, 2023

The Wall Street Journal examined the tricky math involved in valuing private real estate funds. These are among the must reads from the real estate investment world.

Math 253

Math Investing Investments 253

Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying. morningstar.com)

Math 278

Math Valuation Portfolio Investing 278

Abnormal Returns

SEPTEMBER 20, 2023

Home ownership How to make the math behind home ownership work (or not). redfin.com) Investing Jeffrey K. humbledollar.com) Trying to make up for past investing mistakes by taking on more risk is dangerous. humbledollar.com) Trying to make up for past investing mistakes by taking on more risk is dangerous.

Math 279

Math Taxes Portfolio Investing 279

Abnormal Returns

NOVEMBER 9, 2022

ft.com) Investing Rich people don't typically get rich on alternative investments. evidenceinvestor.com) Aging Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending." bestinterest.blog) How to set up an automated saving and investment system. Harder in reality.

Math 278

Math Investing Investments Planning 278

Abnormal Returns

APRIL 24, 2024

50fires.com) Matt Ziegler talks with Justin Castelli about the intersection of life and investing. youtube.com) Barry Ritholtz talks closet indexing with Andrew Slimmon who is Managing Director at Morgan Stanley Investment Management. bitchesgetriches.com) Why you need to do the math on a life insurance situation.

Insurance 263

Insurance Math Retirement Education 263

Abnormal Returns

JUNE 19, 2024

Podcasts Barry Ritholtz talks with Jan van Eck about thematic investing. morningstar.com) On the math of early Social Security claiming. ritholtz.com) Bogumil Baranowski talks money and purpose with Morgan Ranstrom of Trailhead Planners. podcasts.apple.com) Khe Hy talks with Geraldine DeRuiter about getting off the hedonic treadmill.

Math 259

Math Retirement Taxes Insurance 259

Abnormal Returns

SEPTEMBER 25, 2024

Strategy On the strange math of stock returns. abnormalreturns.com) The investment world was a different place when Josh Brown started writing. fortunesandfrictions.com) Betting on smart beta has generally not worked out well for investors. morningstar.com) Companies Uber ($UBER) is making progress towards becoming a 'super-app.'

Math 267

Math Financial Advising Government Media 267

Abnormal Returns

APRIL 3, 2024

wired.com) Investing We are our own worst enemies when it comes to investing. awealthofcommonsense.com) On the math of a 0% line of credit. (apolloacademy.com) In praise of the Thumbtack app. realsmartica.com) Better investors make fewer decisions. abnormalreturns.com) FOMO is real.

Math 262

Math Financial Advisor Retirement Banking 262

The Big Picture

MAY 9, 2024

@TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match.

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Media Taxes Math Investing 336

Abnormal Returns

JULY 24, 2024

disciplinefunds.com) Three investment myths, debunked. thebookseller.com) Can AI chatbots do math? Strategy For investors, inflation is the enemy. morningstar.com) Crypto A big opening day for spot Ethereum ETFs. theblock.co) An option for those who still want to custody their own Bitcoin.

Math 264

Math Financial Advising Media Economy 264

Abnormal Returns

SEPTEMBER 18, 2023

standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. kitces.com) The structured note business is growing rapidly.

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

OCTOBER 18, 2023

Podcasts Peter Lazaroff on what constitutes 'evidence-based investing.' awealthofcommonsense.com) The math on downsizing your house isn't working as well these days. peterlazaroff.com) Bogumil Baranowski talks with Brian Feroldi, author of "Why the Stock Market Goes Up." wsj.com) Nobody would build our current health insurance system.

Insurance 264

Insurance Math Retirement Taxes 264

The Big Picture

FEBRUARY 17, 2023

Here’s your investing playbook. Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. The stock market’s winners and losers will be different too. trillion in assets.

Math 290

Math Advertising Food Retail 290

The Big Picture

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” And, it has the advantage of leaving your actual investments alone.

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Marketing Marketing Math Retirement Planning 304

The Big Picture

MAY 25, 2023

Regardless, I find DKE to be an incredibly useful tool that helps explain many of the individual errors we see in investing. Gaze, The Conversation, May 23, 2023 Math Professor Debunks the Dunning-Kruger Effect By Eric C. Perhaps its rise in pop culture is to blame).

Math 321

Math Investing Investments 321

Abnormal Returns

MARCH 5, 2023

noahpinion.substack.com) Some math behind putting Social Security back on solid footing. (investmentnews.com) Vanguard on the growing popularity of the ETF. corporate.vanguard.com) Policy Most of America's big problems come from an inability/unwillingness to build stuff. morningstar.com) How to reuse the Operation Warp Speed model.

Investing 130

Investing Investments Startup Math 130

The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

The Big Picture

AUGUST 11, 2023

Bloomberg ) • From Pepperoni Math to Nepo Babies, Summer Is for Interns : Your first experience at work is not often forgotten. Previously, he worked under David Swensen at the Yale Investments Office, where he invested directly with three of Yale’s managers.

Math 245

Math Management Numbers Investments 245

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

Investing 162

Investing Investments Portfolio Valuation 162

Abnormal Returns

NOVEMBER 13, 2022

(thediff.co) Rich people don't typically get rich on alternative investments. bakadesuyo.com) Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending." ofdollarsanddata.com) Personal finance is simple in practice. Harder in reality.

Math 162

Math Investments Investing Marketing 162

The Big Picture

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. In investing, it’s usually the opposite. None of it matters.

Math 273

Math Retirement Investing Investments 273

Abnormal Returns

NOVEMBER 23, 2022

dariusforoux.com) Don't borrow money to invest. abnormalreturns.com) Investing Successful investing is boring. onveston.substack.com) Why 'Is now a good time to invest?' monevator.com) You can't invest if you don't save. marketwatch.com) Doing the math on an annuity in retirement. is the wrong question.

Math 147

Math Retirement Investing Investments 147

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( To be a successful investor you need to possess a number of different traits.

Math 268

Math Advertising Financial Advice Assets 268

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Retirement 246

Retirement Retirement Planning Math Advertising 246

The Big Picture

DECEMBER 4, 2024

Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.

Taxes 130

Taxes Portfolio Accounting Management 130

Random Roger's Retirement Planning

OCTOBER 26, 2024

First, is the math right based on my numbers? They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. If we guess just 2 billion people, and that is just a guess, and divide that into the 15.2 How can it solve anyone's problem?

Math 52

Math Portfolio Numbers Taxes 52

The Big Picture

AUGUST 12, 2024

Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable.

Economy 347

Economy Taxes Investments Investing 347

Getting Your Financial Ducks In A Row

OCTOBER 31, 2022

The problem is that, in stock market investing, short term losses and gains are simply normal market activity, and we need to temper our emotions to keep things in perspective. On the other hand, other studies tell us that a guaranteed income from an investment is preferred over an assured return on investment over time.

Math 113

Math Investments Investing Retirement 113

The Big Picture

FEBRUARY 10, 2023

Huddle Up ) Be sure to check out our Masters in Business interview this weekend with Rick Rieder , Chief Investment Officer of Global Fixed Income at BlackRock , Head of the Global Allocation Investment Team, and Senior Managing Director. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 173

Math Engineering Manufacturing Investing 173

The Irrelevant Investor

JANUARY 1, 2018

billion in assets, has a target allocation of 50% to stocks and 28% to bonds, leaving the remaining 22% invested in things like real estate, private equity and other alternative investments. The post The Math Doesn’t Work appeared first on The Irrelevant Investor.

Math 40

Math Valuation Assets Investments 40

Darrow Wealth Management

MAY 22, 2023

Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of investing extra money. Hold cash or invest? For those considering holding cash instead of investing, recognize that this strategy has risks too. 467% a month.

Investing 102

Investing Investments Accounting Wealth Management 102

The Big Picture

JULY 20, 2023

But just do the math: Would you prefer to give up 67 basis points (RWM’s dollar-weighted average fee is ~0.67%) or would you prefer to give up 30% of your gains PLUS pay an annual 0.79% fee for the TJUL ETF? My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Financial Planning 186

Financial Planning Math Assets Management 186

Alpha Architect

DECEMBER 29, 2023

Good risk management can be described as a balancing act that employs the first principles of investing, lessons from history, behavioral psychology, a little math, and even our imagination in service of our objective: to detect and defend against the risks we can foresee and fortify our portfolios against those we cannot.

Math 110

Math Risk Management Portfolio Management 110

Validea

JANUARY 25, 2023

By Justin Carbonneau ( @jjcarbonneau ) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. techniques in their investing process. I wanted to get their perspectives on ChatGPT and its implications for investing and beyond.

Investing 103

Investing Investments Communication Education 103