Brown Advisory

AUGUST 1, 2019

So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Background Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs.

Planning 52

Planning Distribution Taxes Accounting 52

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. So I applied to Maryland State retirement.

Assets 143

Assets Management Portfolio Investing 143

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. ADMATI: Yes.

Banking 198

Banking Government Insurance Taxes 198

Good Financial Cents

APRIL 14, 2023

Once you find your niche, you’ll find clients all over the web.” – Kevin Mercadante, Freelance Writer since 2010 If there’s a topic area where you’re knowledgeable, and you have a desire to write on a regular basis, this could be the side hustle for you. Skills needed: Communication, management, market analysis, negotiation, and vision.

Communication 91

Communication Investing Investments Accounting 91

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? SEIDES: And I’ll tell you a story that’s fun about the communication of it too. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds.

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … difficult situations for those who were retiring, right, and those …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. BITTERLY MICHELL: … was — no, no.

Clients 290

Clients Wealth Management Investing Investments 290