Remove 2020 Remove Assets Remove Math
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What Triggers an IRS Audit?

Harness Wealth

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.

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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. They, they had a very, very complex asset. They still do, it’s a little bit different now all these years later, but they had a tremendous amount of interest rate risk in those servicing right assets, right? I really like it. Maybe give it a shot. I was hooked.

Portfolio 130
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Transcript: Jonathan Clements

The Big Picture

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And suddenly you could buy index funds that cover all of the major asset classes. I did it during the coronavirus collapse in 2020, and I did it again in 2022.

Investing 144
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2024 Forecasting Follies

The Better Letter

He was elected to the Institutional Investor Hall of Fame in 2020. UBS Asset Management said if its base case soft landing was achieved, “global equities will comfortably ascend to new all-time highs in 2024.” His 2024 year-end target was 4,200, down almost 9 percent. Gandalf was fired in July. .”

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

Just an incredibly storied career who has managed to put together such a straightforward and intelligent way to approach asset management. Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? Rich Bernstein Rockstar, former Chief strategist at Merrill Lynch. Rather than me babble.

Numbers 144
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Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’

The Big Picture

The book comes out in June, 2020, instant acclaim, New York Times bestseller list. So the book publishes June, 2020. 00:22:49 [Speaker Changed] I was, it was in January of 2020. I, it was January and 00:22:58 [Speaker Changed] We were, we were in Florida in January, 2020. How giant of a surprise was that reaction?

Economy 144
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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

Let me start managing assets. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you mentioned half math, half Shakespeare. Let’s talk about the math side. I wanna, I want to get into some of the details before we start talking about markets and investing.

Math 130