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

Harness Wealth

An IRS audit is a formal review of your financial records to verify their accuracy and compliance with tax laws. 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.

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Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!

Sara Grillo

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. This correction was updated in 2020 with AG 49A and again in May 2023 with AG49B. Don’t be fooled! appeared first on Sara Grillo.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. 2020 was a huge year. You know, we had a really good 2020. BERRUGA: Yeah. 21, were up 28 percent.

Clients 162
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Global Leaders Strategy Investment Letter: January 2024

Brown Advisory

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).

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Transcript: Ted Seides

The Big Picture

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.

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Transcript: Dominique Mielle

The Big Picture

And so if you compare that to today, if you remember Oaktree raised $15 billion fund in 2020, on its own. For example, you talk about the 2020 distressed cycle, and it’s interesting to me that it was so short, so shallow. If you think of the biggest bankruptcy in 2020 was Hertz. So the magnitude is not even comparable.

Assets 285
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Transcript: Peter Borish

The Big Picture

I mean, obviously, 2020 and 2021 and 2022, we’re still in the midst of, but is there still an echo of ’08-’09 today? And so it’s one of these things that math works. Tell us about Math for America that seeks to improve math education in US public schools. We’re still enjoying that.

Math 147