Remove Math Remove Retail Remove Taxes
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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Would you like to diversify but also defer paying big capital gains taxes? I’m Barry Ritholtz and on today’s edition of at the money we’re going to discuss how to manage concentrated equity positions with an eye towards diversification and managing big capital gains taxes. And that’s the broad market.

Taxes 130
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10 Friday AM Reads

The Big Picture

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. January retail surge: finding the signal in the noise Source: BofA Sign up for our reads-only mailing list here.

Math 291
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I Need More Leverage

Random Roger's Retirement Planning

There was an article on LinkedIn (via Abnormal Returns) by Victor Haghani that dug into the math working against leveraged ETFs. As an advisor of retail sized clients, there's no reason to add the complexity of a 2x long S&P 500 ETF even if the idea was not to leverage up.

Math 52
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Going All In To Solve A Retirement Shortfall (Part 2)

Random Roger's Retirement Planning

These items for us include things like propane delivery (we could pay monthly), property tax and so on. Simple math is that this person needs to save $23/yr to come up with that additional $350,000. But simple math tells you that adding $5000/yr likely won't cut it. BTW, I mean that literally, it is all on a spreadsheet.

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Sinking Funds: Why You Need Them. How To Set Up Yours!

Clever Girl Finance

Self-employment tax. Another sinking fund example would be a fund you set up for your taxes. If you run your own profitable business, you can expect to owe money to the IRS in the form of self-employment tax. It also gives you the math formula to find the information you need if you prefer. Omni calculator.

Budgeting 105
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Transcript: Tom Hancock, GMO

The Big Picture

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

Valuation 130
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Transcript: Cathy Marcus, PGIM Real Estate

The Big Picture

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. As it did, I worked for a very large syndicator right out of school, which was right around the time the tax laws changed. But in those days, there were very tax driven investment. I have no family history.

Assets 265