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

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. We also do asset allocation and overlays.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management. Is that more or less right?

Assets 286

Assets Clients Investing Investments 286

The Better Letter

OCTOBER 5, 2023

This math explains why we shouldn’t be surprised when the market remains “irrational” far longer than seems possible. But we aren’t at all surprised when someone does win , even though the individual winner is shocked at his or her good fortune. In fact, much of what happens is highly improbable. But we are.

Insurance 111

Insurance Food Asset Allocation Math 111

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

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. So what was challenging for me was like, actually, when we moved to the US when I was seven years old, I was always good with math, but my English was below average.

Portfolio 130

Portfolio Investing Investments Numbers 130

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. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? So, it’s not one of these fuzzy math situations where you don’t really know what the value of the fund is because it’s got private companies in it that are being marked by individuals who have an ax to grind in the mark.

Insurance 141

Insurance Healthcare Retail Medicine 141

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. And I was always good at math and, and I had been writing code since I was in the sixth grade. Is that 00:21:39 [Speaker Changed] Patient cap do, do they have the bandwidth to, Hey, we’re, we’re in this for decades at 00:21:44 [Speaker Changed] Time?

Banking 141

Banking Investing Investments Marketing 141