Harness Wealth

APRIL 30, 2025

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. of individuals earning $10 million or more audited by the IRS between 2012 and 2020. As a result, the IRS will pay closer attention.

Compliance 52

Compliance Taxes Consulting Accounting 52

The Big Picture

NOVEMBER 21, 2023

It was about $170 million valuation. So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

AUGUST 15, 2023

You still had 2012 to 2017 to finish the bet. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation? It’s much more about security selection and a relatively static portfolio construction. RITHOLTZ: Right.

Management 130

Management Investments Investing Government 130

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. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? But we think that that valuations are there. . ’cause we have the ability to offer these services to all our clients.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

JANUARY 7, 2025

00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets. Does that valuation difference in the public markets extend to private markets as well? Does that valuation difference in the public markets extend to private markets as well? Hence the valuation gap.

Valuation 130

Valuation Engineering Marketing Numbers 130