Abnormal Returns

APRIL 24, 2024

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. Podcasts Carl Richards talks with Farnoosh Torabi money lessons learned.

Insurance 263

Insurance Math Retirement Education 263

Abnormal Returns

MAY 13, 2024

investmentnews.com) Research The problematic math of passing down generational wealth. (riabiz.com) Creative Planning is exploring its custody options. riabiz.com) Archive Intel has entered the adviser communications archiving space. blogs.cfainstitute.org) How life events affect retirement planning.

Math 287

Math Retirement Planning Financial Advice Retirement 287

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. techcrunch.com) Practice management Joe Duran on three keys to building a sustainable RIA brand. thinkadvisor.com) Solo 401(k) contribution math can be tricky.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Wealth Management

DECEMBER 12, 2023

The Wall Street Journal examined the tricky math involved in valuing private real estate funds. Alts firms that have historically catered to big investors and institutions, like KKR, Blackstone, Apollo and Ares, are all pursuing individual investors with new products, reports Forbes.

Math 273

Math Investments Investing 273

Abnormal Returns

SEPTEMBER 18, 2023

riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. (citywire.com) Creative Planning is getting creative to retain former United Capital advisers.

Planning 264

Planning Financial Advice Wealth Management Math 264

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

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

MARCH 1, 2025

Her methods are extraordinary : To watch park ranger Amanda Barrows is to be faced with a disturbing question: If this is what it takes to help one unhoused person, how can we manage thousands? ( Or why we need less math in music theory. ( SF Standard ) Is It Time to Redefine Time? That would be absurd, no?

Math 162

Math Startup Engineering Economy 162

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 Investing 245

The Big Picture

FEBRUARY 17, 2023

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. Most economic downturns hit lower-income Americans hardest, but this time is different. Here’s your investing playbook.

Math 290

Math Advertising Food Retail 290

The Big Picture

DECEMBER 4, 2024

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. The fund runs 15 ETFs and manages nearly 3 billion in assets. And the way math works, you end up with a stock that goes up a bunch. And that’s the broad market.

Taxes 130

Taxes Portfolio Accounting Management 130

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. New York Times ) • From Dylan to Bieber, catalogue sales are the megadeals taking over music : Some call it song management, others royalty acquisition. To be a successful investor you need to possess a number of different traits. What happens if they fail?

Math 268

Math Advertising Financial Advice Assets 268

The Big Picture

JUNE 24, 2023

His philanthropy includes sitting on the board of directors of Paul Tudor Jones’ Robin Hood Foundation and Jim Simon’s Math for America. Borish also explains why “Trading and risk management are inherently unnatural.” Borish also previously served as chief strategist for Quad Group LLC.

Investing 217

Investing Investments Recruitment Math 217

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. How, how does that lead to a degree, to a focus on investment management? So people really ask you, you take French and can you do math.

Assets 147

Assets Management Investing Investments 147

Abnormal Returns

NOVEMBER 23, 2022

awealthofcommonsense.com) Why active management fails. marketwatch.com) Doing the math on an annuity in retirement. is the wrong question. monevator.com) You can't invest if you don't save. peterlazaroff.com) Retirement 'Work longer' as retirement advice doesn't work for everyone.

Math 147

Math Retirement Investments Investing 147

The Big Picture

JULY 20, 2023

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection.

Financial Planning 186

Financial Planning Math Assets Management 186

Random Roger's Retirement Planning

OCTOBER 26, 2024

First, is the math right based on my numbers? The portfolio stats are generally much better that VBAIX but it's hard to say whether that is more about the managed futures or TFLO than the Bitcoin exposure but it is fair to say the 1% to Bitcoin didn't hurt it. How can it solve anyone's problem?

Math 52

Math Portfolio Numbers Taxes 52

A Wealth of Common Sense

JUNE 20, 2023

You need to understand how math, statistics and probabilities work. To be a successful investor you need to possess a number of different traits. You need to understand corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

The Big Picture

JULY 24, 2024

As it turns out, managing your behavior has a much greater impact on your returns than does any single data point. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. But is that where we generate the highest ROI? I’m Barry Ritholtz.

Math 273

Math Retirement Investing Investments 273

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. Rieder helps to manage $2.5

Math 173

Math Engineering Manufacturing Investing 173

The Big Picture

AUGUST 12, 2024

We were warned that deficit spending would crowd out Private Capital, choke off innovation and new company formation; it will send the costs of US borrowing skyrocketing higher, making the debt impossible to manage; force the US Dollar to be radically devalued against all other currencies, thereby devastating the US Economy; cause rampant inflation, (..)

Economy 347

Economy Taxes Investing Investments 347

Abnormal Returns

SEPTEMBER 17, 2022

barrons.com) Bond math looks a lot different from a year ago, let alone six months. ft.com) Fund management Bond fund investors should be excited, not concerned. Markets T-bill yields are approaching 4%. morningstar.com) Just how bad is the drawdown in the 60/40 portfolio this year?

Math 130

Math Financial Advising Advertising Media 130

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

Million Dollar Round Table (MDRT)

MAY 28, 2024

For someone on the life insurance side of being a financial advisor, managing relationships is probably more important than managing money. Managing relationships will put you in the human nature business. Math has no emotion, but people do. Most of us can figure the rate of return on money.

Retirement 100

Retirement Math Financial Advisor Clients 100

Random Roger's Retirement Planning

MARCH 18, 2025

I think they're reasonably reliable but every now and then, they won't "work," kind how managed futures has struggled through most of the current event. And checking in on the GraniteShares YieldBoost SPY ETF (YSPY) that sells put spreads on a levered S&P 500 ETF; Yes, that is a rough start, clearly, but interestingly the math checks out.

Marketing 52

Marketing Marketing Math Portfolio 52

Random Roger's Retirement Planning

NOVEMBER 6, 2023

It's been a while since this sort of thing was relevant for my day job so something could have changed, weeklies didn't exist for example, but if my math is correct then it was way over exposed which would account for last week's decline in the fund price. Please leave a comment if I did the work incorrectly.

Math 105

Math Education Management Accounting 105

The Big Picture

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share.

Math 147

Math Insurance Portfolio Management 147

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. But that was Linda’s career path.

Math 130

Math Management Insurance Assets 130

Nerd's Eye View

FEBRUARY 21, 2023

billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Random Roger's Retirement Planning

FEBRUARY 10, 2025

Simple math, it looks like the carry index has compounded at less than 3%. The ReturnStacked guys posted a paper titled Margin Management In Return Stacking. From the paper, "a 15-20% drawdown in managed futures might deplete available cash collateral and trigger a call. " The red line for T-bills is price only.

Math 52

Math Management Portfolio Taxes 52

Random Roger's Retirement Planning

DECEMBER 3, 2024

There was an article on LinkedIn (via Abnormal Returns) by Victor Haghani that dug into the math working against leveraged ETFs.

Math 52

Math Portfolio Retail Clients 52

David Nelson

OCTOBER 31, 2022

Do the Math! Do the math! The poster child of this my way or the highway management style has to be Mr. Zuckerberg. One where management and boards answer to the shareholders, that’s you. *At the time of this article some funds managed by David were long AAPL. Facebook has two shareholder classes.

Communication 98

Communication Math Economy Management 98

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Don’t be fooled!

Insurance 59

Insurance Math Financial Advice Compliance 59

Clever Girl Finance

JULY 18, 2022

Managing your personal finances is an important task. Do the math of your raise. Some quick math will reveal exactly how much extra income you’ll be working with in your monthly budget. However, lifestyle inflation can make it more difficult to keep your finances on track. What is lifestyle inflation aka lifestyle creep?

Budgeting 131

Budgeting Math Accounting Retirement 131

Sara Grillo

APRIL 11, 2023

Note, this assumes that the advisor is providing both financial planning and investment management services. There are no expenses for investment management. If you are charging fees for investment management or other services, you probably could use the flat fee chart of accounts. There you go! See you in the next one!

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

Advisor Perspectives

SEPTEMBER 20, 2023

For active managers, the math is stark. Out of thousands of mutual funds, literally only one beat the Nasdaq 100 over the last five, 10 and 15 years. It did so by boiling down stock picks to about two dozen companies and riding almost all of them to gains.

Math 52

Math Management 52