Abnormal Returns

OCTOBER 4, 2022

calculatedriskblog.com) A doubling of the mortgage rates radically changes housing math. wsj.com) Asset managers are struggling to get employees back in the office. abnormalreturns.com) Adviser links: more than the numbers. Markets Lumber prices are back down to pre-pandemic levels. Then check out our weekly e-mail newsletter.

Math 130

Math Financial Advising Media Economy 130

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. trillion asset manager of TIAA. trillion asset manager of TIAA. Churchill was the top U.S. Kencel was named one of private credit’s 20 power players.

Banking 150

Banking Math Distribution Investment Advisor 150

Mish Talk

DECEMBER 12, 2022

Case number one is price neutral to Bitcoin. Case number two is net negative for Bitcoin. Case Number One Let's return to case number one above: The merchant not only accepts Bitcoin but also holds it. Bitcoin Accepted Here What happens if increasing numbers of merchants accept bitcoin but do it hold it.

Numbers 130

Numbers Math Insurance Government 130

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. Welcome back to the 321st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danqin Fang.

Financial Advisor 130

Financial Advisor CFP Financial Planner Math 130

Clever Girl Finance

FEBRUARY 6, 2023

The term personal finance ratios might be giving you flashbacks to math class. In mathematical terms, a ratio is essentially a way to compare two numbers to each other. Since personal finance is all about numbers, that can come in handy in many ways! However, their value tends to fluctuate more so it’s not a stable number).

Numbers 75

Numbers Assets Retirement Budgeting 75

Discipline Funds

MARCH 6, 2024

This meant that there was very little demand for debt and so increasing the supply of potential loans was like an apple cart salesman increasing the number of apples he sells with the hope that more supply would create its own demand. QE is an asset swap as I’ve explained many times in the past. And it’s not until year 7.5

Banking 107

Banking Government Economy Assets 107

Clever Girl Finance

OCTOBER 20, 2022

Importantly, liquid net worth is different than your overall net worth because it only takes your liquid assets into account. In other words, while your net worth is the complete value of all your assets (i.e., what you owe), the liquid amount you own is only the total value of your liquid assets minus your liabilities.

Assets 59

Assets Accounting Math Portfolio 59

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. Having that much in asset classes that are intended to not look like equities should mean that the long term result won't look anything like the stock market. This is why we talk about taking bits of process from various sources.

Asset Allocation 60

Asset Allocation Math Portfolio Assets 60

Steve Sanduski

AUGUST 4, 2022

Charles Schwab just released their 2022 RIA Benchmarking Study and I decided to crunch the numbers and see what the data shows. Crunch the Numbers. Simple math says the CAGR of NET NEW ASSETS (i.e., Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets.

Math 52

Math Portfolio Numbers Distribution 52

Random Roger's Retirement Planning

JULY 9, 2023

Generally speaking, pensions are less viable than they used to be, the math doesn't work as well. Intended or not, 401k money has radically altered the mutual fund landscape, bringing trillions in managed assets that generate fees. Numbers vary but we all know the numbers in aggregate are too low to provide sustainable retirements.

Retirement 46

Retirement Math Management Taxes 46

Random Roger's Retirement Planning

DECEMBER 1, 2023

Part of the math that determines options premiums is the risk free rate of return from T-bills. Back to Israelov's quote, they can be a way to add volatility as an asset class, in this case through something that sells that asset class, that sells volatility. Covered call funds have many favorable attributes.

Math 57

Math Retirement Numbers Portfolio 57

Random Roger's Retirement Planning

DECEMBER 10, 2023

As a matter of math, it cannot repeat the run from 8.5% It's not that 60/40, or some other combination of numbers is bad or dead, more like how we build the 40 or other number maybe needs to be different. To get the leveraging down effect we should add another descriptive asset class. in November.

Portfolio 58

Portfolio Math Assets Retirement 58

Nationwide Financial

SEPTEMBER 12, 2022

Other risk assets are rallying, including Bitcoin gaining 15% since last Tuesday. The curve, however, continues to project cuts to the rate beginning next May, which seems optimistic given the tone of Fed officials and the math around getting inflation back close to their 2% target. This is causing the euro to rally against the dollar.

Retail 52

Retail Math Banking Economics 52

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. That's not a call to do nothing.

Portfolio 72

Portfolio Asset Allocation Math Compliance 72

Carson Wealth

MARCH 2, 2023

Often, they have built exceptionally successful careers and saved substantial amounts in various asset classes. Run Your Numbers You need to get a handle on your various sources of income and where they are housed — as in, how easily you can access them when you need them.

Retirement 98

Retirement Taxes Financial Advisor Accounting 98

Aleph

NOVEMBER 1, 2022

BV: Book value — the accrued value of the stable value fund assets so far. MV: Market Value — the market value of the assets now, if we are able to liquidate the assets at current prices. AYTM: Annualized Yield to Maturity — the annualized rate that the assets are yielding at current market prices.

Insurance 59

Insurance Assets Management Math 59

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. In mathematical terms, a ratio is essentially a way to compare two numbers. Since finance is all about numbers, that can come in handy in many ways especially when making financial calculations!

Assets 77

Assets Numbers Math Retirement 77

Random Roger's Retirement Planning

FEBRUARY 8, 2023

Here are some other numbers compared to the S&P 500 and VBAIX which is a proxy for a 60/40 portfolio. The way the math works, a 67% allocation to NTSX replicates 100% into a 60/40 portfolio which leaves 33% left over to do something. Not exactly. Obviously it was down almost 30% last year versus down almost 20% for the S&P 500.

Portfolio 40

Portfolio Math Management Investing 40

The Big Picture

JANUARY 24, 2023

KKR was the biggest with $400 million of assets and eight people. And Forstmann Little was the second biggest with $200 million of assets, and four professionals and they hired me in as the fifth professional. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers.

Investing 256

Investing Investments Numbers Banking 256

Brown Advisory

MAY 31, 2018

But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation. STEM (science, technology, engineering and math) funding is steadily declining—a dynamic that potentially opens the door for China to gain ground on the AI innovation front.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation. STEM (science, technology, engineering and math) funding is steadily declining—a dynamic that potentially opens the door for China to gain ground on the AI innovation front.

Startup 52

Startup Math Clients Assets 52

The Big Picture

NOVEMBER 22, 2022

And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. Number one, and I think they both reflect strong leadership at the firms. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Recruitment 140

Recruitment Engineering Investing Investments 140

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. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.

Assets 283

Assets Clients Investing Investments 283

Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.

Investing 52

Investing Investments Portfolio Compliance 52

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.

Math 130

Math Management Insurance Assets 130

Clever Girl Finance

AUGUST 2, 2022

It’s possible to turn 10K into 100K, but assets need time to appreciate. Let’s look at one tried-and-true way of multiplying your assets: retirement accounts. Some quick math for the value of your $10,000 after a certain number of years: 10 years: $20,000. This means it’ll take roughly ten years for your money to double.

Education 59

Education Retirement Investing Investments 59

Zajac Group

AUGUST 11, 2022

If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so. Bear that in mind as we walk through the numbers and theories involved. On that note, let’s wrap by describing the theory behind all the numbers just presented. Is this something you would be comfortable with? How much better?

Taxes 52

Taxes Sales Numbers Investing 52

The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. Like, like the, you know, like the accounting standards.

Retail 130

Retail Banking Math Management 130

Clever Girl Finance

JANUARY 29, 2023

What's included with net worth Net worth includes your assets and your liabilities. Subtract your liabilities from your assets to get your net worth. Your assets include everything from the cash in your bank accounts to the value of your stock portfolios and the market value of anything tangible that you own such as a house or a car.

Budgeting 114

Budgeting Retirement Assets Education 114

Mr. Money Mustache

MAY 20, 2022

Instead of investing in a productive asset, these speculators were just assuming the recent momentum would continue. It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). 2) My net worth has just cratered by 20%.

Marketing 57

Marketing Marketing Retirement Investing 57

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

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 Numbers 130

The Big Picture

MARCH 20, 2024

Full transcript below. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investing 150

Investing Investments Portfolio Valuation 150

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. Essentially you buy assets. It could be all kinds of assets.

Assets 257

Assets Investing Investments Management 257

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional. RITHOLTZ: Right.

Banking 140

Banking Economics Economy Business Planning 140

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. And I had an opportunity to be an underwriter for a few years before I decided to go back to school to get the MBA.

Portfolio 130

Portfolio Investing Investments Numbers 130

Discipline Funds

APRIL 19, 2023

It’s diverse, low cost and extremely hard to beat in the long-run mainly because it’s a very close approximation of the Global Financial Asset Portfolio. Owning a 60/40 via a single fund can create a lot of homogeneous asset class risk and liquidity risk because you can’t tap the specific liquid components in the portfolio.

Portfolio 86

Portfolio Math Assets Management 86