The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. You went 95% into stocks.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

SEPTEMBER 19, 2022

WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. We went from having religions where, you know, everything was a spirit, a tree, a rock, everything had a spirit, and then we went from that to theistic religions where there was some different number of gods.

Valuation 305

Valuation Investing Investments Engineering 305

Clever Girl Finance

JANUARY 29, 2023

Staying away from debt is also encouraged so you can keep your net worth number positive. Many things can make your net worth higher, but keeping low liabilities (debt) and growing your assets will determine your net worth number. Best net worth calculator by age Why not make the math simpler when finding net worth?

Budgeting 119

Budgeting Retirement Assets Education 119

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

Math 130

Math Management Insurance Assets 130

Clever Girl Finance

AUGUST 14, 2022

You have no idea when they present themselves, and you have no control over the amount of money they demand from you. Divide the amount needed by the number of months. It also gives you the math formula to find the information you need if you prefer. What number of sinking funds? Omni calculator. MyMathTables calculator.

Budgeting 105

Budgeting Accounting Medical Math 105

Walkner Condon Financial Advisors

JUNE 2, 2023

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. The first being an increase in the number of women actually filling those professional roles, which I previously discussed.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Fortune Financial

MARCH 11, 2023

It is no coincidence, for example, that the two most recent periods of major tobacco underperformance in the last several decades have been driven largely by a huge compression in multiples, the result of serious litigation (1998 – 2003) and regulatory (2017 – present) challenges. who enjoy smoking and who will pay up for it.

Math 52

Math Financial Advisor Numbers Marketing 52

Good Financial Cents

JULY 3, 2023

Calculation Breakdown Let’s break down the math to find out how much you could earn annually with a $30 hourly wage: Consider an average workweek of 40 hours and an average year consisting of 52 weeks. Then $27,750 is the magic number. Let’s do math again! What Does $30 an Hour Translate to in Terms of Paycheck?

Budgeting 73

Budgeting Taxes Numbers Retirement 73

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. One, we also saw a record number of credit card openings in Q1 and Q2.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

Random Roger's Retirement Planning

DECEMBER 11, 2024

From page 6, "Because managed futures can benefit from both rising and falling markets, so long as trends present themselves." What if trends don't present themselves, meaning what if they don't persist? I'd put an asterisk by the volatility number because of how little of the original capital was exposed to risk.

Portfolio 52

Portfolio Management Math Taxes 52

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We forget that there weren’t personal computers on everybody’s desk back then. And so he was returning to Soros.

Assets 173

Assets Management Portfolio Marketing 173

Clever Girl Finance

OCTOBER 4, 2022

Parents might not be able to spend hundreds of dollars on toys at Christmas during a tough year, but they will still buy presents. They aren’t likely to get rid of the person who knows the numbers. While they aren’t totally recession-proof, children's products tend to be recession-resistant. Freelance services.

Food 105

Food Economy Healthcare Economics 105

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Assets 264

Assets Investing Investments Management 264

The Better Letter

OCTOBER 5, 2023

Going for Broke Tom Stoppard’s Rosencrantz and Guildenstern are Dead presents Shakespeare’s Hamlet from the bewildered viewpoint of two of the Bard’s bit players, the comically indistinguishable nobodies who become headliners in Stoppard’s play. Thanks for reading. In fact, much of what happens is highly improbable.

Insurance 114

Insurance Food Asset Allocation Retirement 114

Brown Advisory

MAY 31, 2018

Zhang presented data on three key indicators—AI company headquarters, AI patent filings and AI venture capital (VC) investment—to show that the U.S. But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation.

Startup 52

Startup Clients Math Assets 52

Brown Advisory

MAY 31, 2018

Zhang presented data on three key indicators—AI company headquarters, AI patent filings and AI venture capital (VC) investment—to show that the U.S. But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation.

Startup 52

Startup Clients Math Assets 52

The Big Picture

JUNE 6, 2023

I have this one-hour presentation I do on money. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. SETHI: Yes, number one is eating out or dining.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Economy 147

Economy Numbers Marketing Marketing 147

Good Financial Cents

DECEMBER 10, 2022

And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. Skills Needed: Expertise in a popular topic, presentation and marketing skills. There are a number of legit ways you can make money online. Create an Online Course.

Risk Tolerance 112

Risk Tolerance Media Investing Investments 112

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 147

Investing Investments Management Valuation 147

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.

Investing 52

Investing Investments Portfolio Compliance 52

Aleph

NOVEMBER 1, 2022

It is called effective duration, because on a present value basis it measures the weighted average time at which you can expect to receive the cash flows, typically measured in years. At present, most stable value funds have a market value to book value is between 91-95%. Typically only insiders understand them.

Insurance 45

Insurance Assets Management Math 45

Zajac Group

AUGUST 11, 2022

If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so. Bear that in mind as we walk through the numbers and theories involved. On that note, let’s wrap by describing the theory behind all the numbers just presented. Is this something you would be comfortable with?

Taxes 52

Taxes Sales Numbers Investing 52

Mr. Money Mustache

MAY 20, 2022

The BRM, more formally known as the Price-to-Earnings ratio or P/E, is supposed to be based on a mathematical estimate of the present value of all future dividends you will receive if you hold a stock for the entire life of the company. In short, the short term BRM is just a measure of the present moment’s balance of greed and fear.

Marketing 53

Marketing Marketing Retirement Investing 53

Good Financial Cents

APRIL 14, 2023

Debt numbers like that can keep a lot of young people from ever getting out of the starting gate. One pay-down strategy is to dedicate income from a side hustle – like the ones I’m presenting in this guide – to paying off your student loan debt. million people owe $1.75 trillion, with an average balance of $40,904.

Accounting 91

Accounting Communication Investing Investments 91

Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. It’s just that the key here – as always – comes down to presentation and usability. If, of course, they were even able to generate leads at all.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

MARCH 6, 2023

Work as a grocery store cashier You could be a grocery store cashier if you're good with math and don't mind scanning coupons and small talk. You can charge based on the garage's square footage or the number of boxes you will need to go through. Start by looking up golf clubs in your neighborhood and reach out about applying for a job.

Media 105

Media Accounting Banking Food 105

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. We split the amount and bought a zero coupon bond of the present value upfront. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

The Better Letter

OCTOBER 6, 2022

Gather 10 people and show them a jar that contains equal numbers of $1, $5, $20, and $100 bills. However, real love is as present as can be. We all struggle to be truly present. A new estimate for the total number of ants burrowing and buzzing on Earth comes to a whopping total of nearly 20 quadrillion.

Math 68

Math Management Numbers Planning 68

Mr. Money Mustache

AUGUST 4, 2020

In the big picture, this usually leads to having a “successful” life, because of this basic math: Traditional Success. =. To many people who are less fortunate, the present situation would still sound like great fortune, and in some ways, it is. The number of friends with whom you can have a meaningful relationship.

Medical 52

Medical Engineering Math Planning 52

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. Maths has a long half-life and a DCF correctly done accounts for inflation. We inherently prefer actual cash flow.

Investing 52

Investing Investments Accounting Valuation 52

Clever Girl Finance

OCTOBER 30, 2023

In real numbers, that works out to 57 million people! Shared economies such as Uber and Etsy are dominating their markets presenting more and more opportunities for everyone to get a share. You will be presented with evidence and then asked for your decision to help lawyers and attorneys prepare their cases.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And a third approach is compare price with the present value of future cash flows from here to eternity. Where do I see higher visibility?

Management 264

Management Investing Investments Retail 264

The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? And so it’s one of these things that math works.

Math 147

Math Risk Management Marketing Marketing 147