Harness Wealth

APRIL 30, 2025

Self-employment tax calculations and considerations When examining the math behind self-employment taxes , the total 15.3% The post Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025] appeared first on Harness. rate is comprised of two components: 12.4% for Medicare, which has no earnings cap.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Validea

JUNE 16, 2025

Strategy Model Name YTD (2025) 5-Year Return Since Inception Inception Date Peter Lynch PE/G Investor +9.5% +23.8% +12.5% Deep value seekers hunting bargains Graham Ideal for contrarians who trust the math and are patient enough to wait for mispriced stocks to revert. View the model portfolios.

Valuation 52

Valuation Risk Tolerance Math Portfolio 52

The Big Picture

JULY 1, 2025

I took a lot of math classes. I couldn’t give up math in computer science. 00:34:25 [Speaker Changed] So here we are in 2025, we’re still debating whether or not the Fed is gonna cut. So it’s 2025, the year is just about halfway done. What, what surprised you most about the global economy in 2025?

Investing 144

Investing Investments Consulting Insurance 144

Random Roger's Retirement Planning

JULY 24, 2025

I can walk you through the math or simulate a few scenarios. The actual result since AMZD's inception has been nowhere near that volatile and the drawdown of the AMZN/AMZD blend in April 2025 was less than 5%. Maximum Drawdown (April 2025) : Less than 5% , even though AMZN itself dropped ~26% from its peak.

Portfolio 59

Portfolio Math Accounting Taxes 59

Mr. Money Mustache

FEBRUARY 25, 2025

So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. Its just basic math. What if the Earnings are Rising?

Marketing 66

Marketing Marketing Sales Portfolio 66

The Better Letter

MARCH 18, 2025

Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 Thanks for reading. And he’s right, of course. quintillion.

Numbers 76

Numbers Marketing Marketing Medicine 76

The Big Picture

JANUARY 21, 2025

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. I’m hoping I’ll make it through 2025. It’s also why as soon as January one passed this year, that’s why I made them a gift for 2025.

Investments 144

Investments Investing Retirement Management 144

The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? . ’cause we have the ability to offer these services to all our clients. In a very short period of time. Remember that.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? ex-US stocks have been doing much better than us certainly year to date in 2025. I find, you know, I was always in high school, my favorite math was, was geometry because everything was a puzzle to me. Absolutely.

Numbers 144

Numbers Investments Investing Economics 144

WiserAdvisor

JUNE 26, 2025

So, before you mark your last day at work, make sure you’ve done the math on this piece. Financial planning for healthcare costs is all about setting proactive strategies in motion. That’s money that could otherwise go toward travel, savings, or long-term care planning. The right bridge plan can buy you both time and peace of mind.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

The Big Picture

MARCH 17, 2025

Wasn’t the Excel spreadsheet error, which changed their math. 01:10:42 [Speaker Changed] So we’re recording this towards the first quarter of 2025. Problem is, the math doesn’t work 01:20:33 [Speaker Changed] Well, you know, math, who really believes numbers should add up.

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

JUNE 16, 2025

Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. You mentioned someone 2025. So you mentioned half math, half Shakespeare. Let’s talk about the math side. I I, I mean that’s how I do math in my head. That is how you judge other people.

Math 130

Math Numbers Investments Investing 130

Diamond Consultants

JULY 22, 2025

Advisors are constantly doing mental math when weighing familiarity against the allure of freedom—and this is our attempt to lay out the case for disrupting comfort and inviting change. That may sound dramatic, but it is the truth of being an advisor at the traditional firms in 2025.

Compensation Planning 52

Compensation Planning Math Education Financial Advisor 52

Carson Wealth

APRIL 28, 2025

Those numbers could have bulls smiling later in 2025. The math is just Earnings * (Price / Earnings) = Price, since the Earnings parts cancel. Long-term inflation expectations remain quite tame, and the Federal Reserve resumes cutting interest rates, perhaps as early as July if not June, staying on track to cut rates 2-3 times in 2025.

Marketing 78

Marketing Marketing Economy Manufacturing 78

Abnormal Returns

MARCH 4, 2025

ft.com) Economy Heavy truck sales fell in February 2025. econbrowser.com) Economic growth was set to slow in 2025, even before DOGE-related uncertainty. mrzepczynski.blogspot.com) Earlier on Abnormal Returns Research links: more than math. abnormalreturns.com) The 2025 UBS Global Investment Returns Yearbook is out!

Retail 147

Retail Math Economics Media 147

Discipline Funds

JULY 18, 2025

But we’re nowhere close to that occurring and the math never made sense to begin with because you can’t collapse global trade and also expect global trade to generate trillions in revenue. In short, it’s been a weird 6 months of 2025. For reference, we’ve incurred $1.5T I don’t know what to make of it.

Taxes 59

Taxes Math Economy Economics 59

The Big Picture

JUNE 2, 2025

And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t.

Economy 130

Economy Economics Numbers Banking 130

Abnormal Returns

MARCH 5, 2025

abnormalreturns.com) Research links: more than math. abnormalreturns.com) The 2025 UBS Global Investment Returns Yearbook is out! (apolloacademy.com) Earlier on Abnormal Returns Personal finance links: financial independence. abnormalreturns.com) What you missed in our Tuesday linkfest.

Math 147

Math Government Engineering Economy 147

The Big Picture

MAY 7, 2025

ATM: How to Change Careers Dr. Bill Bernstein (May 7, 2025) How often have you thought about making major change in your career? I couldnt figure out where it came from; so I worked out the canonical math. His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum).

Asset Allocation 144

Asset Allocation Medical Assets Management 144

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. And so this is literally an active conversation now as we enter 2025. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I just learned a tremendous amount.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

MAY 6, 2025

Everything from risk arb to private credit and real estate in the first quarter of 2025, where volatility spikes and a lot of people’s expectations are dashed. Sander Gerber : Well, actually I was good at math. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

The Better Letter

JULY 19, 2025

None of us wants to end up on the wrong side of maybe (or, as math geeks would have it, the wrong side of variance). Math works better than intuition because the universe has symmetry and patterns which allow us to explore, describe, understand, and exploit it. But if they are, we’re very bad at math. Now and forever.

Math 76

Math Investments Investing Distribution 76

Random Roger's Retirement Planning

JUNE 10, 2024

We've talked just a couple of times about the market becoming increasingly concentrated which just in terms of math means that a diversified strategy will lag for as long as the big names do well. I looked at the Vanguard Target Retirement 2025 (VTTVX) and the Vanguard Target Retirement 2030 (VTHRX).

Retirement 98

Retirement Asset Allocation Math Marketing 98

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. RITHOLTZ: Right. BRYANT: Number two, money is emotional. RITHOLTZ: Yes.

Banking 144

Banking Economics Economy Business Planning 144

The Big Picture

SEPTEMBER 10, 2024

So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025? So that’s the math. So you mentioned the inverted yield curve, and now that that’s dis inverting and, and starting to steepen, everybody tends to focus on the inversion, but that’s not where recessions occur.

Valuation 157

Valuation Clients Investments Investing 157

Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% level in place before 2017’s tax overhaul.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% level in place before 2017’s tax overhaul.

Planning 52

Planning Distribution Taxes Accounting 52

Harness Wealth

APRIL 18, 2025

Read the full article Tax and Financial Illiteracy Are Costing Americans From the Tax Foundation Paperwork is hardly anyones favorite activity, and its common for people to feel uncomfortable with math. For more information on Harness, visit harnesswealth.com The post Tax Advisor Weekly – April 18, 2025 appeared first on Harness.

Taxes 52

Taxes Math Tax Planning Assets 52

The Big Picture

OCTOBER 31, 2022

I think that interest rates — and by the way, there’s a whole new chapter on interest rates and stock prices, and the downward trend of interest rates over the last 2025 years, something I talk about a lot. RITHOLTZ: 40 years from Volcker in 1981, right? SIEGEL: Well, in 40 years, yes, and real interest rates.

Numbers 144

Numbers Investments Investing Marketing 144

The Big Picture

JANUARY 7, 2025

00:43:02 [Speaker Changed] I think the one that’s most salient that we track most closely, Barry, is the fact that because the math broke at the investor level in N 22, early 23, we’re still playing catch up on that. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

JANUARY 1, 2025

The Register ) 12 Things That Probably Wont Happen in 2025 : Predicting the future is hard and forecasting is not our forte. Embrace WinterEven if You Think You Hate It ( Time ) GOPs top priority for 2025 : Repeal the laws of arithmetic Republicans are reinventing math to justify extending pricey Trump tax policies.(

Engineering 167

Engineering Math Media Taxes 167

The Big Picture

NOVEMBER 16, 2024

New York Times ) • How Big Toilet Paper dupes us all : The wild, nonsensical world of toilet paper math, explained. ( Health Care Uncovered ) • The 2025 Hollywood Issue : Zendaya, Nicole Kidman, and 10 More Modern Icons; It’s the most audacious actors who power Hollywood and thrill audiences.

Recruitment 157

Recruitment Math Economics Sales 157