Asset Allocation Assets Budgeting Math 
The Big Picture
SEPTEMBER 19, 2023
The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. She can go anywhere, do anything.
Trade Brains
DECEMBER 7, 2023
From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio.
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Yardley Wealth Management
JULY 20, 2022
They both dream of traveling half—or even most—of the year after retirement, but they’re not sure if they can afford to, or how to budget so that their retirement savings will last. We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable. So—problem solved, right?
The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. But that was Linda’s career path.
The Big Picture
JUNE 6, 2023
I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. We’re going to get a budget. Everybody hates the word budget.
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