Remove 2019 Remove Math Remove Taxes
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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

I took a lot of math classes. I couldn’t give up math in computer science. 00:24:54 [Speaker Changed] So what was the 2019 promotion? So, so 00:24:56 [Speaker Changed] The 2019 promotion was head of client, co-head of client solutions and analytics. From 2019 till when? But for me, this was not an option.

Investing 144
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"Bear Market Cumulative Returns"

Random Roger's Retirement Planning

And checking in on the GraniteShares YieldBoost SPY ETF (YSPY) that sells put spreads on a levered S&P 500 ETF; Yes, that is a rough start, clearly, but interestingly the math checks out. Portfolio 1 lagged by quite a bit in 2019 and then even more in 2020. YSPY sells put spreads on a 3x fund.

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Wow, have you seen the stock market lately?

Mr. Money Mustache

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Its just basic math. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is up about fifty seven percent in just the past two years.

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Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

It’s sort of like math with dollar signs attached to it. When we talk about over the counter OTC, that’s one bond desk calling another bond desk and saying, Hey, do you guys have this 2019, you know, muni, California muni series, whatever, and someone has to go locate that. I really like it. Maybe give it a shot.

Portfolio 130
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The Greatest Missed Opportunity of Our Lifetimes

The Big Picture

Your grandchildren will blame the toxic combination of incompetency and ideology for the massively increased carrying costs of unfunded spending and tax cuts. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.), just decades later at a much greater cost. All simply unnecessary.

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The Independent Alpha: Making the Breakaway Math Add Up

Diamond Consultants

When it comes to the services they provide to clients, advisors layer in activities such as tax preparation, estate planning, and concierge services to not only satisfy growing client requirements but also to justify a fee increase or generate new sources of revenue.

Math 52
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4 Tips to Take Your 401(k) to the Next Level

Carson Wealth

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. A million dollars breaks down into an annual amount of about $30,000 over 30 years (not counting taxes, etc.).