Random Roger's Retirement Planning

APRIL 8, 2023

Years ago, maybe 2007, I said no to being a partner at my firm. The work episode helped me better understand how much value I place on simplicity. The reasoning was very simple.

Insurance 98

Insurance Compliance Engineering Planning 98

Carson Wealth

SEPTEMBER 9, 2024

We like to look at the “prime-age” (25-54 years) employment-population ratio, since it gets around definitional issues that crop up with the unemployment rate (someone is counted as being “unemployed” only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 72

Marketing Marketing Economy Economics 72

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running.

Valuation 130

Valuation Assets Investing Investments 130

The Big Picture

AUGUST 15, 2023

SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007. Let me say what your compliance wouldn’t allow you to say. So back in 2007. And what was his response?

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 9, 2023

RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. SALISBURY: Sure.

Assets 293

Assets Clients Investing Investments 293

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

SEPTEMBER 5, 2023

And it’s literally, “Are You Missing the Real Estate Boom” was 2005, and then the 2006 edition, Same book, different cover, “Why the Real Estate Boom Will Not Bust” and “How You Can Profit From It Now” and then the 2007 version of the exact same book, “All Real Estate Is Local.” ” MILLER: Yeah.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. And there was one conversation very early in my career, this was actually 2007, where I was interviewing with an asset manager and I pre-meeting, asked them what they thought of the market.

Portfolio 144

Portfolio Management Assets Marketing 144