Clever Girl Finance

APRIL 22, 2025

Any workplace has to have a cleaner- a bank, office spaces, classrooms, hotels, and lobbies. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Usually, these services are outsourced to a cleaning company.

Economy 68

Economy Food Healthcare Economics 68

The Big Picture

JANUARY 21, 2025

I was born in London and when I was three and a half, my father got a job for the World Bank in Washington DC So we all moved to Washington DC Then just before my 10th birthday, my father was posted to Bangladesh for four years. Barry Ritholtz : So you are from the uk but you’ve spent a lot of time in the us.

Investments 144

Investments Investing Retirement Management 144

The Better Letter

JANUARY 2, 2025

Citigroup, Deustche Bank, and Goldman Sachs were the most bullish, calling for a year-end target of 5,100 (from a starting point of 4,770). Bank of America said the S&P peaked at the end of July; as of the end of 2024, it had gained over 7 percent in the second half of the year. Rate predictions failed, too.

Management 106

Management Marketing Marketing Economics 106

The Big Picture

APRIL 8, 2025

Barry Ritholtz : So you leave Sanford Bernstein and then, which had really become Alliance Bernstein end up at Merrill Lynch, where eventually your same role Chief Investment Officer for Bank of America Merrill Lynch Wealth Management first, what did, was there still remnants of Mother Merrill when you joined post merger?

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? You know, our roots were very much as a, a private client oriented firm that also had great trading and investment banking and everything else. And then Bank of America bought, bought Merrill, and, and they were great.

Numbers 144

Numbers Investments Investing Economics 144

The Big Picture

MARCH 17, 2025

Wasn’t the Excel spreadsheet error, which changed their math. And I go, the answer is the Japanese central bank is, has interest rates set at 0.5%. How do you look at the relationship between a country’s central bank and its ability to manage its own debt? I mean that was, that was the problem.

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

JUNE 16, 2025

Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you mentioned half math, half Shakespeare. Let’s talk about the math side. Ivanka said, oh no, you don’t have to be able to do math to do real estate 00:20:13 [Speaker Changed] Or investing for that math.

Math 130

Math Numbers Investing Investments 130

Trade Brains

JUNE 23, 2025

She walked to the nearby bank, carrying her ID and a notebook just in case. Some of them give short-term personal loans to students if you’ve got your college ID and a bank account.” Decisions, Doubts, and Reality She sat with her notebook that evening, doing simple math. It left her more unsure than before.

Math 59

Math Certification Banking Education 59

The Big Picture

JUNE 2, 2025

He is also on the Federal Open Markets committee and is responsible for a variety of Richmond Fed Tech technology and bank supervision. With no further ado, my conversation with FOMC committee member and president of the Richmond Federal Reserve Bank, Tom Barkin. He’s been a member of the Richmond Fed since 2018.

Economy 130

Economy Economics Numbers Banking 130

The Big Picture

FEBRUARY 17, 2025

And so the way I came across finance is when I was in high school, I was applying for scholarships for college and I came across the Thomas Rex Smart Start Scholarship program that was run by Chase Bank. Within the investment bank. And I did a lot of options math, which I thought was interesting. 00:03:43 [Speaker Changed] Huh.

Investments 144

Investments Investing Economics Marketing 144

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. And at the time, you know, we used the deal code system and on Wall Street the banks were telling me, this is nonsense, we don’t even talk about it with investors. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

The Big Picture

APRIL 1, 2025

He, like, he stopped doing math and science when he was like seven years old. Like any one of them could go to a Wall Street Bank and 10 x their salary. So that I wouldn’t, I mean, Dave has more, those characters are not characters I would’ve naturally sought out. They are characters. And he’s a poet at heart.

Government 255

Government Media Engineering Investments 255

The Better Letter

JULY 19, 2025

Mom became a bank teller to pay for her medical care. None of us wants to end up on the wrong side of maybe (or, as math geeks would have it, the wrong side of variance). Math works better than intuition because the universe has symmetry and patterns which allow us to explore, describe, understand, and exploit it.

Math 76

Math Investing Investments Distribution 76

Abnormal Returns

APRIL 3, 2024

(awealthofcommonsense.com) On the math of a 0% line of credit. bestinterest.blog) Why you should turn off auto-renew for your bank CDs. axios.com) Personal finance Loss aversion is real. awealthofcommonsense.com) The many ways that life for you is better than for John D. Rockefeller. wsj.com) How do estimated taxes work?

Math 262

Math Financial Advisor Retirement Banking 262

Abnormal Returns

JUNE 19, 2024

morningstar.com) On the math of early Social Security claiming. awealthofcommonsense.com) Piggy banks are passe. (humbledollar.com) An appreciation of Jonathan Clements' work. apexmoney.com) Retirement Lessons from a 'faux retirement' including 'Balance is hard!' bestinterest.blog) Cognitive decline is coming for us all.

Math 259

Math Retirement Taxes Insurance 259

The Big Picture

OCTOBER 20, 2023

That comp gets deposited directly into my bank account, and that money is available for purchasing necessities (food, housing, clothing, medicine, transportation, etc.) Whether it’s a few decades or a century, the math works the same. That compensation is in a currency that is a widely accepted medium of exchange.

Investments 339

Investments Investing Math Medicine 339

The Big Picture

FEBRUARY 17, 2023

Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. Slate ) • Guess Who Loses After Florida and Texas Bar ESG Banks? Here’s your investing playbook.

Math 284

Math Advertising Food Retail 284

Abnormal Returns

MAY 14, 2023

novelinvestor.com) The banking crisis isn't over. wealthmanagement.com) The math behind savings rates and retiring early. (humbledollar.com) Some lessons from the 2023 Berkshire Hathaway ($BRK.A) annual meeting. aswathdamodaran.blogspot.com) Inside Vanguard's bond indexing money machine.

Math 162

Math Portfolio Retirement Banking 162

Abnormal Returns

SEPTEMBER 13, 2023

theirrelevantinvestor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership. finance.yahoo.com) Some regional banks are loading up on brokered deposits. humbledollar.com) Some steps to take to help avoid bank fraud. peterlazaroff.com) Retirement How retirement can open you up to new possibilities.

Math 147

Math Retirement Retail Banking 147

Discipline Funds

MARCH 6, 2024

This went against the prevailing theory that lower interest rates and more reserves in the banking system could cause a surge in bank lending as lower rates make loans more affordable and more reserves give banks more ability to “multiply” loans. But the problem was that the demand for apples was structurally low.

Banking 119

Banking Economy Government Assets 119

Integrity Financial Planning

FEBRUARY 3, 2023

It’s also not a bad idea to review the bank account numbers you included (some of those digits can be lengthy!). Next, let’s face it, not all of us are exceptional when it comes to math. Taxpayers should always confirm that their math is correct, as this is one of the most common mistakes made when filing. [1]

Taxes 82

Taxes Math Accounting Numbers 82

Clever Girl Finance

MARCH 18, 2023

In this digital age of banking, writing checks and balancing a checkbook may seem like a thing of the past. Balancing a checkbook is simply making sure all of your bank account transactions match up to the transactions you've recorded in your checkbook. We all know that banks make errors too! Do you need to balance a checkbook?

Banking 105

Banking Accounting Math Numbers 105

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. I mean, when you look at that pre, it was, you know, the thought counterparty risk of a bank was solid, right, like that was something.

Clients 293

Clients Wealth Management Banking Investing 293

Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

Darrow Wealth Management

MAY 22, 2023

But before proclaiming cash is king and parking your money in an FDIC insured bank account, consider your time frame and how you plan to use the money. It’s the reference interest rate for overnight borrowing between financial institutions like banks. Hold cash or invest? Compare that to the stated yield of 5.6% 467% a month.

Investments 105

Investments Investing Accounting Wealth Management 105

The Big Picture

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? MARTIN: You’re working with the banks who are underwriting the deal, the mother and father of the bride. Is it management of the company?

Communication 301

Communication Marketing Marketing Engineering 301

Random Roger's Retirement Planning

MARCH 20, 2023

That I could be out in front of a bankruptcy is not a bet I would want to make in the context of owning an ETN for whatever exposure and also knowing the bank well enough to know it was going to fail. To quote Mark Yusko, risk happens fast. CS stock has been in a verrrrrrrry long trend downward, it has been in trouble for a long time.

Assets 74

Assets Portfolio Math Management 74

Good Financial Cents

MARCH 15, 2023

Bank Teller 13. Many jobs in the consumer services sector are customer-facing, such as hairdressers, bank tellers, or flight attendants. Bank tellers must stay up-to-date with financial laws and regulations and be able to answer customer questions about banking products and services. Banks are a good example.

Communication 69

Communication Education Retail Banking 69

Clever Girl Finance

AUGUST 14, 2022

It also gives you the math formula to find the information you need if you prefer. You don't need much information beyond the interest rate and the amount of time to get an answer, and it has the math formula available, also. You'll be able to easily see all your money in one place using your regular bank. Omni calculator.

Budgeting 105

Budgeting Accounting Medical Math 105

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? I mean, I, I liked, I, I like learned a lot from that job and it’s like really helped me do what I do today because it really touched on a lot of elements of the bank.

Banking 130

Banking Retail Math Management 130

Clever Girl Finance

JANUARY 22, 2024

That’s $3,365 per year when you do the math! To prevent you from spending that extra cash, get a cute piggy bank, container, or money envelope that makes putting the money in easy but taking it out hard. A Christmas Club Savings account is offered by certain banks to help you save money for Christmas.

Accounting 96

Accounting Budgeting Banking Planning 96

Clever Girl Finance

MARCH 6, 2023

Work as a grocery store cashier You could be a grocery store cashier if you're good with math and don't mind scanning coupons and small talk. Open a bank account When you get your first paycheck, it might be tempting to cash it and spend. However, a smarter notion would be to put it in your bank account.

Media 105

Media Accounting Banking Food 105

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. Where 401ks are cheaper for employers than pensions, an investment bank advising companies to do this argues that yes, the IBs could see the potential benefit for mutual fund companies. Is he right? Is he wrong? If correct, that argues no.

Retirement 66

Retirement Math Management Taxes 66

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. Source: Calafia Beach Pundit. This notion rings especially true when it comes to finance and investing.

Math 52

Math Assets Education Investing 52

Good Financial Cents

JULY 3, 2023

Calculation Breakdown Let’s break down the math to find out how much you could earn annually with a $30 hourly wage: Consider an average workweek of 40 hours and an average year consisting of 52 weeks. Let’s do math again! Side Hustles To Supplement Your $30 Income Looking to give your bank account that extra zing?

Budgeting 73

Budgeting Taxes Numbers Retirement 73