The Big Picture

SEPTEMBER 10, 2022

KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Be sure to check out our Masters in Business next week with Kristen Bitterly Michell, Head of North America Investments for Citi Global Wealth. The Atlantic ). •

Math 311

Math Wealth Management Accounting Media 311

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

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. And again, we carry this through to wealth management more broadly.

Clients 299

Clients Wealth Management Banking Investing 299

Advisor Perspectives

NOVEMBER 17, 2022

The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” ” Welcome to the math chapter.

Math 40

Math Wealth Management Management 40

Darrow Wealth Management

MAY 22, 2023

Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Compare that to the stated yield of 5.6% 467% a month.

Investments 102

Investments Investing Accounting Wealth Management 102

Darrow Wealth Management

SEPTEMBER 7, 2023

When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition. Financial advisor for stock options and sudden wealth Darrow Wealth Management specializes in stock options and equity compensation.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

Yardley Wealth Management

OCTOBER 26, 2020

appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management October 26, 2020. While there always seems to be a future funding shortfall for Social Security, it’s a political problem, not a math problem. My name is Mike Garry, and my company is Yardley Wealth Management, LLC.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Darrow Wealth Management

OCTOBER 1, 2022

However, if the goal is to pay off a mortgage before retirement to spend would-be mortgage payments on other things during retirement, the math may not work out. appeared first on Darrow Wealth Management. For one, any savings from retiring home debt is a one-time savings (the interest expense).

Retirement 96

Retirement Taxes Math CFP 96

Sara Grillo

MAY 3, 2024

Is it clear that I am wealth manager who works with NJ retirees, or do they think I’m just a podcast host? There is a science and math to it. Is the show being presented in venues where new NJ listeners could possibly find it? Write every possible reason for the failure down on the paper. It’s not magic.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Yardley Wealth Management

JULY 20, 2022

The post James and Pamela’s Big Dream appeared first on Yardley Wealth Management, LLC. The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

The Big Picture

JANUARY 21, 2025

But yes, I was given my own column and by that point, having seen all these star managers come and go, you know, I had become an index fund devotee, and in column after column I banged the drum for index funds to the point where my editors were asking me, Hey, could you write about something else? And a, a number of things happened.

Investing 147

Investing Investments Management Retirement 147

Sara Grillo

MAY 16, 2022

This is not the typical full service type of wealth management service – and that’s why it’s on my low cost advisor list. Wall Street is very good at taking advantage of people who either aren’t good at math or don’t like doing it, which is why the AUM model has persisted over time.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

The Big Picture

JULY 29, 2024

There are few people who have her unique insights into the inside baseball of what drives change in actual wealth management, not only working with FINRA and the SEC on the regulatory side and working on the technology side, but having some insight into behavioral finance and understanding what advisors need to help their clients obtain their goals.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

NOVEMBER 15, 2022

They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. I read all those academic papers, I understand where the math comes from. It’s how math works. RITHOLTZ: Right.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And you’re a professional wealth manager, you talk to investors, they will say that underpinning it is some basic fundamentals of corporate analysis and management. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

MAY 16, 2023

So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. Josh Brown is the partner at Ritholtz Wealth Management, but for you, I never would have met Josh. RITHOLTZ: We could acquire them for next to nothing.

Media 290

Media Investing Investments Valuation 290

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. She, she absolutely has a unique background and a unique perch on, on wealth management and what’s going on in the world.

Asset Allocation 130

Asset Allocation Wealth Management Clients Assets 130

The Big Picture

MAY 2, 2023

I was working at UBS in wealth management. I was in wealth management at UBS, and this was 2008 when Lehman collapsed, and the world effectively imploded, certainly for people of my age who had no authority at all. BENJAMIN CLYMER, EXECUTIVE CHAIRMAN, HODINKEE: Yes. RITHOLTZ: First, what were you doing at UBS?

Retail 173

Retail Insurance Advertising Numbers 173

The Better Letter

JANUARY 2, 2025

To BNY Mellon Wealth Management, it was to be “a healthy and welcome slowdown.” “Bonds have their moment,” BNY Mellon Wealth proclaimed. Gandalf was fired in July. Bloomberg cast a wider net , looking at more than 650 market calls. “Tilt to fixed income,” insisted Franklin Templeton.

Management 103

Management Marketing Marketing Economics 103

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: And we need to do a disclosure on this because my firm and your firm, WisdomTree and Ritholtz Wealth Management work together on the — tell us — Jeremy, give us the full — SCHWARTZ: There’s an RWM WisdomTree Crypto Index, sort of basket of 14, 15. RITHOLTZ: Right.

Numbers 147

Numbers Investing Investments Marketing 147