Asset Allocation Math Retirement Taxes 
Trade Brains
DECEMBER 7, 2023
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. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.
Yardley Wealth Management
JULY 20, 2022
Their retirement plan is strong, their kids are independent, and they are debt-free. They’re approaching retirement age, but it’s hard for them to imagine what exactly retirement will look like. We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable.
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Random Roger's Retirement Planning
NOVEMBER 21, 2023
The webinar talked about the future of model portfolios transitioning from a combo of ETFs for passive and mutual funds for active to include more direct indexing to allow for "tax optimization." Asset allocation matters. So using simple math, the total return is 34% versus 72% for the common. adds another 22.5%
The Big Picture
FEBRUARY 6, 2024
You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. 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. Really fascinating guy. So I was at Harvard.
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. So I applied to Maryland State retirement.
The Big Picture
MAY 9, 2023
So how do you then go from tax and audit practice to finance and investing? 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. Very different fields.
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.
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