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.
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%
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Yardley Wealth Management
JULY 20, 2022
We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable. The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. So—problem solved, right?
Darrow Wealth Management
MAY 22, 2023
Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish. Compare that to the stated yield of 5.6% 467% a month.
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.
Investing Caffeine
FEBRUARY 1, 2022
Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.
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.
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