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.

Assets 141

Assets Management Portfolio Investing 141

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. there’s a big focus on how do we optimize for tax efficiency, too. It’s different wealth regimes, it’s different tax regimes. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

Clients 286

Clients Wealth Management Investing Investments 286

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. Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses. It kind of made me think of a question.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JUNE 6, 2023

Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? It’s much deeper than math. And they do that for 35 years tweaking numbers I go you won, you won the game. Am I paid well?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. 00:28:47 [Speaker Changed] We’re a, we’re running a 10 year Monte Carlo, that’s probably 20,000, 10,000 paths of outcomes on that asset. Yeah, it’s super patient, it’s super sophisticated. And this is proprietary data. They cover everything.

Banking 141

Banking Investing Investments Marketing 141