Darrow Wealth Management
MAY 22, 2023
Interest rates have skyrocketed since the end of 2021. Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish.
Investing Caffeine
FEBRUARY 1, 2022
T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Calafia Beach Pundit.
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The Big Picture
SEPTEMBER 19, 2023
One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. It depends on your asset allocation.
The Big Picture
MAY 9, 2023
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. So you’re Chief Investment officer of Asset and Wealth Management. Is that more or less right?
The Big Picture
AUGUST 29, 2023
So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. But if you go back to the period before 2022, from 2019 to 2021, a 60/40 portfolio actually produced 14% returns over that time horizon, which is above the long-term average.
The Big Picture
SEPTEMBER 12, 2022
I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios.
The Big Picture
JUNE 20, 2023
MORGENSON: And by 2021, they were extracting 70 billion in dividend recapitalizations. Or should this be kept out of private asset allocators’ hands? But so you had these dividend recaps. RITHOLTZ: Wow. Now that’s money that a company has to pay back … RITHOLTZ: Right. Tell us about that.
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