Random Roger's Retirement Planning

SEPTEMBER 29, 2024

The manner in which leverage was used in the paper is not accessible to retail sized investors in brokerage accounts which is fine with me. The math is only off by a shade using leverage via UST and a little bit of SSO, remember RPAR is leveraged. I spent some time looking but didn't make a day of it.

Portfolio 52

Portfolio Assets Management Math 52

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. And definitely, their retail market participation is significantly lower than you can see in the U.S. We have retail clients. So a phenomenal learning experience with both Jefferies and Morgan Stanley. BERRUGA: Yeah.

Clients 163

Clients Investments Investing Management 163

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. For example, if you’re currently working in the retail industry, you could look for jobs in the banking or technology industries. 55K a Year Is How Much an Hour? Consider the state of Florida, where there is no state income tax.

Budgeting 64

Budgeting Taxes Transportation Insurance 64

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.). What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 300

Clients Wealth Management Banking Investments 300

Good Financial Cents

APRIL 14, 2023

With more money at our disposal, we maxed out our retirement accounts and invest in real estate, while we travel 12 weeks annually.” – Holly Johnson, Freelance Writer and Blogger at ClubThrifty.com Holly has become so successful as a freelance writer that she now offers a course helping others succeed on the same path.

Accounting 91

Accounting Communication Investments Investing 91

The Big Picture

NOVEMBER 15, 2022

Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. NADIG: Yeah.

Management 279

Management Assets Portfolio Investing 279

The Big Picture

MARCH 27, 2023

By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. So you retire in 2018. And not only that, Reg FD I think was implemented in 2000, but what happened was that with technology, the information became cheap and available to all of us, retail and institutional investors.

Assets 286

Assets Investments Investing Management 286

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. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account.

Assets 174

Assets Management Portfolio Marketing 174

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. I think you will also.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. I don’t even know what it’s going to be yet, but I mean, I’m not retiring. So that’s the math. And, you know, Morgan Stanley has all types of different clients. So that, that’s the challenge.

Valuation 163

Valuation Clients Investments Investing 163

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. ’cause bad things can happen to undifferentiated retailers. It’s what the much maligned retail investor was doing.

Management 265

Management Investments Investing Retail 265

The Big Picture

JANUARY 24, 2023

I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA.

Investments 264

Investments Investing Numbers Banking 264

Aleph

JANUARY 14, 2023

Jan 10, 2023 The California Public Employees’ Retirement System is making a $1Bn wager that small private equity firms can boost the pension giant’s returns and clout [link] CALPERS has a knack for being late… adding money to two small private equity shops now? It is the opposite, except in the top decile.

Math 59

Math Assets Banking Government 59

The Irrelevant Investor

AUGUST 9, 2018

The median retirement account balance of people ages 56 to 61 is just $25,000. Whatever else happened, retired policemen and firefighters and teachers would be paid. workers participate in an employer-sponsored retirement plan. ( If you're curious to learn how the math behind this, read this piece from Econompic.

Economics 52

Economics Investments Investing Distribution 52

The Big Picture

JULY 15, 2024

I don’t, I don’t know what else to say other than there are a few people in the world that understand running a fixed income portfolio on behalf of institutional or retail clients, a as well as Matt Egan does. I started out math and, and physics, and in high school I was a rock star in math and physics. Matt Eagan.

Portfolio 148

Portfolio Banking Management Portfolio Management 148

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? I was heading up retail for Tag Heuer for North America, so I was sort of traveling around from market to market, store to store. He gave me his Omega Speedmaster, which is a really nice watch. Here’s why.”

Retail 174

Retail Insurance Advertising Numbers 174

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. 01:02:36 All the math tells us we should not buy high dividend yield stocks.

Portfolio 148

Portfolio Management Marketing Marketing 148

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends.

Economy 148

Economy Clients Banking Economics 148

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. It’s really attracting a lot of retail dollars.

Insurance 148

Insurance Healthcare Retail Medicine 148