Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.

Insurance 59

Insurance Math Financial Advice Compliance 59

Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. We have both of these potential investments on our Ready-to-Buy list, and both had gotten to within 10% of prices where we thought they represented very good value in the past few years (Nvidia in Oct 2022, Novo Nordisk in Dec 2020).

Investments 52

Investments Investing Portfolio Compliance 52

Carson Wealth

FEBRUARY 5, 2024

The prime-age employment-population ratio is 80.6%, matching the highest recorded in the last cycle in January 2020, when the economy appeared to be in pretty good shape (pre-COVID). It indicates that more people are working and want to work than at any point between 2001 and 2020. in October 2023).

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. 00:21:42 [Speaker Changed] Yeah, I mean, I think, well, what set us up was we, you know, we got the low right in 2020 for the right reasons. Do you want to be in this business?

Valuation 157

Valuation Clients Investing Investments 157

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? Let me say what your compliance wouldn’t allow you to say. 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. SEIDES: It’s lower.

Management 130

Management Investments Investing Government 130

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. What, what was your experience during the first quarter of 2020 during the pandemic s and p down 34%. What was the career plan?

Numbers 144

Numbers Management Banking Marketing 144