Random Roger's Retirement Planning

NOVEMBER 21, 2023

I outsource compliance (have to), technology stuff (pretty sure I have to) and we brought our support person with us to help with things like RMDs, money movement and other administrative work. Asset allocation matters. So using simple math, the total return is 34% versus 72% for the common. adds another 22.5%

Portfolio 73

Portfolio Asset Allocation Math Compliance 73

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 286

Assets Clients Investing Investments 286

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. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130