2012 Clients Math 
The Big Picture
MAY 9, 2024
No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse.
The Big Picture
NOVEMBER 27, 2023
My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. Hence, the less it matters, the less actual capital is on the line, the easier it is to make those bold calls. I sure as hell don’t want to either. More on this later.
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Harness Wealth
APRIL 30, 2025
They receive copies of W-2s from employers, 1099s from clients, and other income-reporting documents. Math errors and typos Minor mathematical errors and typos can disrupt the IRS’s automated processing systems and can result in discrepancies that can flag your return for manual review.
The Big Picture
SEPTEMBER 19, 2023
Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. 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. Two reasons.
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. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market.
The Big Picture
FEBRUARY 17, 2025
And I did a lot of options math, which I thought was interesting. 00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. What does this mean to you as an employee and what does it mean to your clients? 00:07:26 And then I moved on to the equities team afterwards.
Sara Grillo
MAY 8, 2023
Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. We have seen scenarios where clients go into it expecting to earn 6-8% and the policy earns 3-4%. For those of you who are new to my blog, my name is Sara.
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