Abnormal Returns

SEPTEMBER 29, 2024

abnormalreturns.com) Top clicks this week On the strange math of stock returns. Also on the site The investment world was a different place when Josh Brown started writing. In "You Weren't Supposed to See That" he takes a look back. fortunesandfrictions.com) Investors have won the war on fees. Then there's risk.

Math 296

Math Investing Investments 296

Abnormal Returns

MAY 19, 2024

morningstar.com) The problematic math of passing down generational wealth. Top clicks this week Three assets that don't diversify your portfolio as well as you think. blogs.cfainstitute.org) International diversification requires a long time horizon. awealthofcommonsense.com) The S&P 500 is now nearly 40% of global market cap.

Math 296

Math Assets Portfolio Marketing 296

Abnormal Returns

OCTOBER 23, 2024

vox.com) Retirement savings The math behind tcontributing to your 401(k) plan. (nytimes.com) Retirement The sweet spot in retirement: working because you want to. contessacapitaladvisors.com) How to navigate retirement child-free. morningstar.com) A look at the factors when deciding to do a Roth IRA conversion.

Estate Planning 276

Estate Planning Math Retirement Financial Planning 276

Advisor Perspectives

DECEMBER 20, 2022

In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate.

Math 52

Math Valuation Marketing Marketing 52

Abnormal Returns

MAY 27, 2024

kitces.com) On the math of purchasing wealth management leads. (riabiz.com) Contemplating a Carson Group without Ron Carson. 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 263

Wealth Management Math Clients Management 263

Abnormal Returns

OCTOBER 11, 2024

bloomberg.com) Earlier on Abnormal Returns Podcast links: hedge fund math. (axios.com) Not a lot to see in the September PPI report. bonddad.blogspot.com) Texas' housing market is normalizing. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: US cultural dominance.

Math 276

Math Financial Advising Media Economy 276

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 285

Math Retirement Planning Financial Advice Retirement 285

Abnormal Returns

SEPTEMBER 25, 2024

Strategy On the strange math of stock returns. fortunesandfrictions.com) Betting on smart beta has generally not worked out well for investors. morningstar.com) Companies Uber ($UBER) is making progress towards becoming a 'super-app.' on.ft.com) A Q&A with Duolingo ($DUO) CEO Luis Von Ahn. sherwood.news) CEOs are all over LinkedIn.

Math 265

Math Financial Advising Media Government 265

Abnormal Returns

FEBRUARY 25, 2024

humbledollar.com) Doing the math on a hybrid vs. conventional ICE. (awealthofcommonsense.com) 11 financial mistakes to avoid including 'Not carrying umbrella coverage.' humbledollar.com) Why planning in retirement is so challenging. bestinterest.blog) Why older women are saying no to marriage, largely for money reasons.

Math 281

Math Wealth Management Retirement Planning 281

Abnormal Returns

JUNE 7, 2024

morningstar.com) Some math that traders need to know. Markets Why the ranks of 'degens' are growing. wsj.com) How to avoid the meme stock drama. scheplick.com) Crypto What Robinhood ($HOOD) wants with BitStamp. blockworks.co) Autos The car market is normalizing. nytimes.com) Unsold Tesla ($TSLA) inventory is piling up.

Math 283

Math Financial Advising Media Economy 283

Abnormal Returns

SEPTEMBER 17, 2023

thinkadvisor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership. (tker.co) The performance of the big tech stocks is a historical anomaly. awealthofcommonsense.com) A look at bond market returns during a yield curve inversion. peterlazaroff.com)

Math 296

Math Retirement Sales Marketing 296

Abnormal Returns

SEPTEMBER 24, 2023

aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). (wsj.com) The life of a short-seller, even when proven correct, is no easy thing. institutionalinvestor.com) Putting a valuation on Instacart ($CART). morningstar.com)

Math 276

Math Valuation Portfolio Investing 276

Abnormal Returns

JUNE 19, 2024

morningstar.com) On the math of early Social Security claiming. (humbledollar.com) An appreciation of Jonathan Clements' work. apexmoney.com) Retirement Lessons from a 'faux retirement' including 'Balance is hard!' bestinterest.blog) Cognitive decline is coming for us all. Why you need a plan.

Math 258

Math Retirement Taxes Insurance 258

David Nelson

JUNE 20, 2023

Do the Math Let’s do the math. Even with that as a continued threat, evidence continues to mount that an ever-rising number of companies are starting to participate in the most hated bull market of my career.

Math 52

Math Marketing Marketing Banking 52

Abnormal Returns

APRIL 3, 2024

awealthofcommonsense.com) On the math of a 0% line of credit. (realsmartica.com) Better investors make fewer decisions. abnormalreturns.com) FOMO is real. tonyisola.com) Borrowing Why credit cards are dangerous to your wealth. axios.com) Personal finance Loss aversion is real. Rockefeller.

Math 260

Math Financial Advisor Retirement Taxes 260

Abnormal Returns

JULY 24, 2024

thebookseller.com) Can AI chatbots do math? (theatlantic.com) Meta ($META) is going full-speed on AI. spyglass.org) Academic publishers are selling access to their archives to AI companies. nytimes.com) Companies Amazon's ($AMZN) big bet on Siri has not panned out as anticipated.

Math 262

Math Financial Advising Media Economy 262

The Irrelevant Investor

JANUARY 1, 2018

I'm far from an expert in this area, but it's obvious that some difficult decisions will need to be made, because unless the market bails them out, the math doesn't work. The post The Math Doesn’t Work appeared first on The Irrelevant Investor. Source: Pension Funds’ Dilemma: What To Buy When Nothing Is Cheap?

Math 40

Math Valuation Assets Investing 40

Abnormal Returns

SEPTEMBER 20, 2023

Home ownership How to make the math behind home ownership work (or not). morningstar.com) What happened in 1990 to drive real housing prices higher? awealthofcommonsense.com) Some 40% of under-30-year-old home buyers get help from their family. redfin.com) Investing Jeffrey K. Actor, "It’s incredibly easy to underperform by chasing dreams."

Math 276

Math Taxes Portfolio Investing 276

Diamond Consultants

OCTOBER 10, 2023

Advisors breaking away for independence know what they are giving up, so how can they justify making this leap? The answer starts and ends with growth. Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report.

Math 52

Math Recruitment Consulting Clients 52

Abnormal Returns

APRIL 24, 2024

bitchesgetriches.com) Why you need to do the math on a life insurance situation. (investmentnews.com) Insurance Why auto insurance rates are skyrocketing. awealthofcommonsense.com) How to choose the right health insurance plan. obliviousinvestor.com) In Florida, homeowners are finding out what happens when their home insurer goes bankrupt.

Insurance 261

Insurance Math Retirement Education 261

Abnormal Returns

APRIL 1, 2024

thinkadvisor.com) Solo 401(k) contribution math can be tricky. (thinkadvisor.com) How to pull off an in-person retreat for a virtual team. kitces.com) The SEC is not done cracking down on non-compliant text messaging. obliviousinvestor.com)

Wealth Management 257

Wealth Management Math Retirement Retirement Planning 257

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. drorpoleg.com) How Amazon's ($AMZN) advertising business got so big.

Math 263

Math Financial Advising Advertising Distribution 263

Abnormal Returns

OCTOBER 12, 2024

thecollegefinanciallady.com) Earlier on Abnormal Returns Podcast links: hedge fund math. (statsignificant.com) College Why are men choosing not to go college? celestemdavis.substack.com) How to get financial aid and scholarships. abnormalreturns.com) What you missed in our Friday linkfest. Then check out our weekly e-mail newsletter.

Math 274

Math Electronics Financial Advising Insurance 274

Abnormal Returns

JUNE 7, 2023

awealthofcommonsense.com) Home buying math is bad right now, but will it be any better a year from now? (kffhealthnews.org) What happens when you inherit your parent's home. wsj.com) Housing Options are few for people looking to get into the housing market. humbledollar.com) Financial planning means always adjusting your plan.

Math 245

Math Retirement Food Financial Planning 245

Abnormal Returns

OCTOBER 19, 2024

npr.org) The math on farmed fish doesn't work. (wsj.com) Food Egg producers are rapidly transitioning to cage-free operations. fooddive.com) The success story that is Siete Foods. wsj.com) Can salmon farming ever be sustainable? newscientist.com) Pickles are hot right now. economist.com) Drink Wine sales dropped 8% in the past year.

Food 276

Food Math Financial Advising Startup 276

Abnormal Returns

NOVEMBER 9, 2022

evidenceinvestor.com) Aging Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending." (wealthfoundme.com) Bear markets affect different classes of investors in different ways. morningstar.com) Why news outlets don't like writing about index funds.

Math 276

Math Investing Investments Planning 276

Abnormal Returns

SEPTEMBER 18, 2023

riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. (riaintel.com) Selling a service, like financial planning, is different than selling a product. kitces.com) The structured note business is growing rapidly. investmentnews.com) Part one of a series on how to pass the CFP exam.

Planning 263

Planning Financial Advice Wealth Management Math 263

Abnormal Returns

MAY 10, 2023

financialducksinarow.com) Retirement The math behind savings rates and retiring early. (thisisthetop.substack.com) Charlie wants to be a neobank for seniors. techcrunch.com) Medicare Nothing about Medicare is simple. humbledollar.com) The ABCs of Medigap policies. ofdollarsanddata.com) Make sure you know what you are retiring to.

Math 246

Math Estate Planning Retirement Banking 246

Abnormal Returns

OCTOBER 18, 2023

awealthofcommonsense.com) The math on downsizing your house isn't working as well these days. (wsj.com) Nobody would build our current health insurance system. vox.com) Housing The worst case for the housing market - worsening affordability. wsj.com) More Florida homeowners are opting to drop insurance due to soaring premiums.

Insurance 263

Insurance Math Retirement Taxes 263

Abnormal Returns

JUNE 7, 2023

calculatedriskblog.com) Home buying math is bad right now, but will it be any better a year from now? (drorpoleg.com) Employees don't like it when a company rescinds its promise of permanent remote work. wsj.com) Work is about more than just money. businessinsider.com) Housing Should we expect 6-7% mortgages going forward? year-over-year.

Math 246

Math Financial Advising Media Economy 246

The Big Picture

OCTOBER 20, 2023

Whether it’s a few decades or a century, the math works the same. Hey, what a very different outcome than suggesting a loss of purchasing power — if you understand money and math, you have actually gained purchasing power. And over the past few centuries, those returns have greatly exceeded inflation.

Investing 339

Investing Investments Math Medicine 339

Abnormal Returns

MAY 14, 2023

wealthmanagement.com) The math behind savings rates and retiring early. (humbledollar.com) Some lessons from the 2023 Berkshire Hathaway ($BRK.A) annual meeting. novelinvestor.com) The banking crisis isn't over. aswathdamodaran.blogspot.com) Inside Vanguard's bond indexing money machine. ritholtz.com) What does your 'rich life' look like?

Math 159

Math Portfolio Retirement Banking 159

The Big Picture

JUNE 9, 2024

The Journal did the math as follows: California had 726,600 people working in fast-food and other limited-service eateries in January, down 1.3% UPDATING: Spent some time investigating the origins of Manzo’s NY Post claim and found myself (suprise!) from last September, when the state backed a deal for the increased wages.

Food 335

Food Math Numbers 335

Wealth Management

AUGUST 8, 2023

Flat rent growth in recent months and a higher cost of capital have made even well-capitalized players more cautious.

Math 98

Math 98

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 144

Financial Advice Math Economy Financial Market 144

The Big Picture

MAY 31, 2024

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. Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 184

Asset Allocation Math Portfolio Management Engineering 184

The Big Picture

JULY 7, 2024

That’s not even math. A bit out of sequence, but worth mentioning: The Globe took a gratuitous swipe at LA Times columnist Michael Hiltzik, who’d followed our work here with a piece of his own, citing a couple of tweets on the matter (combined here): Just one problem here, Gavin: The @latimes got its data mixed up. GovPressOffice.

Food 337

Food Math Numbers Media 337