Clever Girl Finance

APRIL 22, 2025

Accounting and bookkeeping services 11. Accounting and bookkeeping services Accounting and bookkeeping services are another sector that will be in demand even when times get tough. They aren’t likely to get rid of the person who knows the numbers. Food and beverage 3. Retail consignment 4. Childcare/daycare 6.

Economy 68

Economy Food Healthcare Economics 68

Mr. Money Mustache

FEBRUARY 25, 2025

Its just basic math. Theres one common theme in the big tech company boom right now: recent advances in AI have surprised the business world as software is suddenly able to display human-like reasoning in a rapidly growing number of fields. What if the Earnings are Rising? 4.3% – 5.3% bonds: 4.3% – 5.3% Wow look at that.

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

JUNE 23, 2025

It’s sort of like math with dollar signs attached to it. trillion in change and we think that number is gonna get to six by the end of the decade for the industry. 00:15:23 [Speaker Changed] Yeah, it, and it’s a number of things and, and we’ve talked about these trends. I really like it. Maybe give it a shot.

Portfolio 130

Portfolio Marketing Marketing Banking 130

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investments 144

Investments Investing Retirement Management 144

WiserAdvisor

JUNE 27, 2025

It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate.

Retirement 59

Retirement Planning Retirement Planning Taxes 59

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

WiserAdvisor

JUNE 26, 2025

The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. So, before you mark your last day at work, make sure you’ve done the math on this piece. Run the numbers with uncomfortable scenarios, like: 6% annual healthcare inflation instead of 3%.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

The Big Picture

MARCH 17, 2025

I was an accounting major for a good period of time. I got well into the upper division stuff, and then I couldn’t imagine myself as an accountant. So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. And I thought, what do you do?

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

JUNE 16, 2025

And so I was going to have to invest and save on my own account to accomplish that. 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. Some crazy number writing a monthly column for them.

Math 130

Math Numbers Investing Investments 130

The Big Picture

MAY 13, 2025

So I had oversight of our 420 plus the number’s probably even greater now, first mutual funds and increasingly ETFs. 00:08:27 [Speaker Changed] And, and a lot of people don’t realize because, you know, Vanguard and BlackRock are synonymous with broad indexing, but am I getting the numbers right?

Clients 130

Clients Investments Investing Management 130

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 76

Numbers Marketing Marketing Medicine 76

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. or some other number.

Economy 130

Economy Economics Numbers Banking 130

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So during my time there, I was probably employee number four or five. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. So we were strategy number four at aerial. What’s that like?

Investments 144

Investments Investing Economics Marketing 144

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. 00:14:36 [Speaker Changed] That that’s number one. So at the time, well, I left the floor beginning of 95 and started deploying just the money I’d earned on the floor in off floor trading account. What was the career plan? I don’t have an MBA from Wharton.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

The Big Picture

APRIL 1, 2025

00:32:02 [Speaker Changed] First of all, that that chapter made me cry, number one. He, like, he stopped doing math and science when he was like seven years old. Here’s a guy who’s an accountant teaching classes in Brazilian jujitsu and like, like becoming a ninth level black. They are characters.

Government 255

Government Media Engineering Investing 255

The Better Letter

JULY 19, 2025

I didn’t get those jobs on account of any merit on my part; I got them entirely on the basis of theirs. 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). But if they are, we’re very bad at math. Mom became a bank teller to pay for her medical care.

Math 76

Math Investing Investments Distribution 76

Abnormal Returns

OCTOBER 18, 2023

(humbledollar.com) Tony Isola, "Withdrawal rates are more than numbers on a spreadsheet." humbledollar.com) How to find abandoned retirement accounts. awealthofcommonsense.com) The math on downsizing your house isn't working as well these days. tonyisola.com) Retirement is, in part, about saying no to obligations you don't like.

Insurance 264

Insurance Math Retirement Taxes 264

The Big Picture

FEBRUARY 17, 2023

Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. They have each other’s phone numbers. The stock market’s winners and losers will be different too.

Math 284

Math Advertising Food Retail 284

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Financial Planner 246

Financial Planner Financial Advisor Math Taxes 246

The Big Picture

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse.

Media 335

Media Taxes Math Commission 335

Getting Your Financial Ducks In A Row

OCTOBER 31, 2022

Lack of Understanding of the Numbers – when presented with the outcome of financial calculators, many of us consider whatever calculations were done in the background to be tantamount to magic. There’s no shame in admitting that factor – for a lot of us, math can be very tough. So What Does All Of This Mean?

Math 144

Math Retirement Investments Investing 144

Mish Talk

DECEMBER 12, 2022

Case number one is price neutral to Bitcoin. Case number two is net negative for Bitcoin. Medium of exchange, unit of account, store of value. Case Number One Let's return to case number one above: The merchant not only accepts Bitcoin but also holds it. Someone do the math for me. Arguably nothing.

Numbers 130

Numbers Math Insurance Government 130

Integrity Financial Planning

FEBRUARY 3, 2023

Confirm Your Numbers Make sure that your filing status, name, and the names and Social Security numbers of your dependents are accurate. It’s also not a bad idea to review the bank account numbers you included (some of those digits can be lengthy!). 5] Avoid Early Retirement Account Withdrawals if You Can!

Taxes 82

Taxes Math Accounting Numbers 82

Discipline Funds

MARCH 1, 2023

Of course, this data is highly localized and we generally measure “inventory” by the number of units that are actually for sale. And that’s where the math on renting comes into play. We also don’t fully account for the record high number of units currently under construction that are not yet for sale.

Math 137

Math Numbers Sales Economy 137

Random Roger's Retirement Planning

NOVEMBER 6, 2023

My process here for the notional values was that the multiplier is 100 so a put struck at 4100 would hedge $410,000 worth of stock, so then I just multiplied the dollar amount by the number of puts. Please leave a comment if I did the work incorrectly.

Math 105

Math Education Accounting Taxes 105

Clever Girl Finance

FEBRUARY 6, 2023

The term personal finance ratios might be giving you flashbacks to math class. In mathematical terms, a ratio is essentially a way to compare two numbers to each other. Since personal finance is all about numbers, that can come in handy in many ways! Money in a checking, savings, or also money market account is highly liquid.

Numbers 105

Numbers Assets Retirement Budgeting 105

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. Work with your accountant though. With more normal scenarios, really crunch the numbers with your accountant. I have no goal, no number in the normal context.

Numbers 98

Numbers Taxes Retirement Accounting 98

Clever Girl Finance

AUGUST 14, 2022

Especially if you want to know the best way to save money to cover all your expenses and actually enjoy the fruit of your labor, you'll need something better than a run-of-the-mill savings account. The difference between a sinking fund and a savings account. Life happens. A sinking fund helps you to plan for large purchases.

Budgeting 105

Budgeting Accounting Medical Math 105

Clever Girl Finance

MARCH 18, 2023

Balancing a checkbook is simply making sure all of your bank account transactions match up to the transactions you've recorded in your checkbook. After all, check-writing was how you accessed the money in your account, and it could take days in order for that check to clear. What does balancing a checkbook even mean?

Banking 105

Banking Accounting Math Numbers 105

Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information. What is it?

Marketing 98

Marketing Marketing Taxes Economics 98

Carson Wealth

FEBRUARY 22, 2023

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. Just think of the numbers. People are living longer these days, and that number is only going up.

Retirement 98

Retirement Taxes Planning Math 98

Validea

JUNE 14, 2023

In the mid 1960s, AT&T accounted for a staggering 8% of the S&P 500 while General Motors was 7% of the index ( source ). In 2000, General Electric accounted for over 5% of the S&P 500 ( source ). At their peak, AT&T and General Electric (GE) were titans of industry that dominated the market. times its current value.

Math 109

Math Accounting Marketing Marketing 109

Discipline Funds

MARCH 6, 2024

This meant that there was very little demand for debt and so increasing the supply of potential loans was like an apple cart salesman increasing the number of apples he sells with the hope that more supply would create its own demand. This is akin to changing a savings account into a checking account.

Banking 119

Banking Economy Government Assets 119

Random Roger's Retirement Planning

FEBRUARY 29, 2024

The simple 40 year trade for bonds of "number go up" is finished and as a matter of math, can't be repeated. Several times I've cited corporate issues I've seen in accounts I don't manage maturing in the mid-2030's being carried at 70 cents on the dollar. That just isn't the reality.

Marketing 95

Marketing Marketing Math Portfolio 95

Clever Girl Finance

JANUARY 29, 2023

Your assets include everything from the cash in your bank accounts to the value of your stock portfolios and the market value of anything tangible that you own such as a house or a car. Staying away from debt is also encouraged so you can keep your net worth number positive. It also includes valuables like art or jewelry.

Budgeting 119

Budgeting Retirement Assets Education 119

The Big Picture

NOVEMBER 21, 2023

00:11:16 When Paul met me, I was modeling companies like Priceline in my spare time and investing out of my, you know, probably Fidelity account at the time. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. Sales centers are, are more productive.

Investments 246

Investments Investing Startup Accounting 246