Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. To What If Analysis, what if I pay… So I’m doing my cash flow planning in my retirement plan, and I say, You know, I don’t wanna have to pay for in as a retirement. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. What percentage of the assets are in ETFs relative to mutual funds? BERRUGA: You know, great question.

Clients 152

Clients Investing Investments Management 152

The Big Picture

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. Have I managed my asset allocation and my investment fees? You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JULY 19, 2022

You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, starting yields of all major assets were coming down in the last decade and last decade — actually, several decades. RITHOLTZ: Really quite interesting. Explain that. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Now let’s get started. Passive Income is all about protecting your time.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. 00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that. Your side hustle.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

NOVEMBER 15, 2022

Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. You can go get some turnkey asset management program. What I spend most of my time doing is helping advisor to understand the thousands of crazy ideas the asset management comes up with every year. NADIG: Yeah. It’s largely solved.

Management 268

Management Assets Portfolio Investing 268