The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

Good Financial Cents

DECEMBER 10, 2022

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Risk Tolerance 111

Risk Tolerance Media Investing Investments 111

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Then how come it’s sold as “can’t lose money asset” and other BS claims?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. So I, I did a math degree at Oxford, which is more pure math. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing. ADMATI: Yes.

Banking 195

Banking Government Insurance Taxes 195

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. That’s a really easy portfolio to create. RITHOLTZ: Fair enough. RITHOLTZ: Right.

Management 130

Management Investing Investments Government 130

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. Last year, it’s in our tactical portfolios.

Economy 141

Economy Numbers Portfolio Marketing 141

Good Financial Cents

APRIL 14, 2023

And because it is a business, it’s a way of building a major asset. Earning potential: Depending on how quickly you’re able to find new clients and develop a working portfolio, your potential earnings could easily top the $1,000 mark designated on this post. I don’t own a single asset, anywhere, that doesn’t pay a dividend.”

Communication 90

Communication Investing Investments Accounting 90

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management. So this is the math that I applied. So think about this, do the math. RITHOLTZ: Right.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. SIEGEL: Yeah. SIEGEL: Yeah. SIEGEL: Yeah.

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. Asset management group had made an argument and then the investment bank says, he works here, and then the emerging market people say, what about us, and it was going on and on.

Government 312

Government Banking Numbers Investing 312