The Big Picture
MAY 31, 2024
Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.
Random Roger's Retirement Planning
JULY 8, 2023
That is difficult to pull off but if you do the math on that it shows long term outperformance. That is not guessing what markets will do, that is just managing asset allocation and cash needs. Remember, the peak in the S&P 500 in October, 2007 was 1565. Then it more than cut in half but is now at 4400.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Random Roger's Retirement Planning
NOVEMBER 21, 2023
The way my new firm is set up, I could outsource everything, for a fee, and the way this was positioned, I think there might be a decent number of advisors who do just that. Asset allocation matters. So using simple math, the total return is 34% versus 72% for the common. That is probably true. adds another 22.5%
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. New York is number one. Two reasons.
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. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. So I got to know banks a little bit.
The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.
The Big Picture
JUNE 6, 2023
And they do that for 35 years tweaking numbers I go you won, you won the game. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. In fact, here’s the phone number you call, and you will get your $37 fee waived. Number two is travel.
Expert insights. Personalized for you.
180 
Let's personalize your content