The Big Picture

AUGUST 12, 2024

I’m deep in my book writing work discussing federal debt when I see a tweet that simply epitomizes the entire genre. Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable.

Economy 347

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

Investments 162

Investments Investing Portfolio Valuation 162

The Big Picture

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. The book has received widespread acclaim for its insightful approach.

Math 273

Math Retirement Investments Portfolio 273

The Big Picture

MAY 7, 2025

William Bernstein is the author of numerous books, including mostr recently, “ The Delusions Of Crowds: Why People Go Mad in Groups. He began his career as a medical doctor, a neurologist who discovered he had a knack for investing and investment research, eventually opening Efficient Frontier Advisors. Bill Bernstein.

Asset Allocation 147

Asset Allocation Medical Assets Management 147

Validea

JANUARY 25, 2023

By Justin Carbonneau ( @jjcarbonneau ) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. techniques in their investing process. I wanted to get their perspectives on ChatGPT and its implications for investing and beyond.

Investments 103

Investments Investing Communication Education 103

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. 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. Her name is Kristen Bitterly Michell.

Clients 299

Clients Wealth Management Banking Investments 299

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? And also smoothen any imbalances because you’re not necessarily going to have a balanced book at the end of the day. MARTIN: Yeah.

Communication 306

Communication Marketing Marketing Engineering 306

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

The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Assets 264

Assets Investments Investing Management 264

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

Investments 130

Investments Investing Valuation Portfolio 130

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

Random Roger's Retirement Planning

JANUARY 6, 2025

If you will pull an income from an investment portfolio, what could go wrong? Obviously bookings could dry up or at least go through a some sort of downturn resulting in less income. If that money is in an IRA, that is going to change your math considerably due to having to withdraw all of that inherited IRA within 10 years.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments 246

Investments Investing Startup Accounting 246

Random Roger's Retirement Planning

JUNE 22, 2023

This Tweet was embedded in a thread; The context in the Tweet before was that he was on Cavuto to talk about an upcoming book and he believes that investing can be simple. No question, investing can be pretty simple. And then just a little math, the "guarantee" based on the 50/50 allocation would be 2.5%

Math 74

Math Portfolio Investments Investing 74

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Don’t be fooled!

Insurance 59

Insurance Math Financial Advice Compliance 59

The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

Investments 147

Investments Investing Valuation Management 147

Sara Grillo

APRIL 11, 2023

Note, this assumes that the advisor is providing both financial planning and investment management services. There are no expenses for investment management. If you are charging fees for investment management or other services, you probably could use the flat fee chart of accounts. There you go! See you in the next one!

Financial Advisor 97

Financial Advisor Accounting Management Financial Planning 97

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Assets 147

Assets Management Portfolio Investments 147

The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

JUNE 16, 2022

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. But how do we calibrate this within Global Leaders? Aren’t they?

Investments 52

Investments Investing Accounting Valuation 52

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

Investments 52

Investments Investing Portfolio Accounting 52

The Irrelevant Investor

DECEMBER 24, 2017

By Tadas Viskanta Twelve Books Everyone in Finance Will Be Talking About in 2018. By Ben Carlson I do the math, they do the physics. By John Huber For better, and then eventually for worse By Josh Brown The best investment you can make is in yourself By J.C. Parets House of charts.

Math 52

Math Financial Advisor Management Investments 52

Good Financial Cents

DECEMBER 10, 2022

Ad Invest as little or as much as you want with a Robinhood portfolio. Ad Invest as little or as much as you want with a Robinhood portfolio. Click your state to start investing today! Invest with Peer-to-Peer Lending. Skills Needed: Capital to invest, basic credit knowledge, risk tolerance. Ads by Money.

Risk Tolerance 112

Risk Tolerance Media Investments Investing 112

The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Clients 162

Clients Investments Investing Management 162

Clever Girl Finance

FEBRUARY 12, 2023

Then, consider how much money, time, and effort you can afford to invest. Definitely check out our list of best side hustle books as well!). You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. Next, decide how much money you’d want to earn.

Advertising 97

Advertising Clients Media License 97

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Management 130

Management Investments Investing Government 130

Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Investing for speculation.

Accounting 105

Accounting Investments Investing Media 105

Clever Girl Finance

JULY 8, 2024

And you’ll also need to consider how much money, time, and effort you can afford to invest. And be sure to check out our list of best side hustle books as well!). You can provide bookkeeping services online or offline, and it can be one of the best side jobs for women who are great at math and business management.

Clients 98

Clients Advertising Media Planning 98

Discipline Funds

MARCH 28, 2025

We’d have to tax ~85% of imports to cover that, but that would also reduce imports so it’s unrealistic and the basic math doesn’t come close to working. We’re getting lower priced goods, higher profit margins and foreign countries get our income and investment. CR: The govt makes $2.5T

Taxes 102

Taxes Government Manufacturing Portfolio 102

Good Financial Cents

FEBRUARY 10, 2023

Investing 21. Many people on the web and elsewhere are looking to create books, tutorials, and other long-form projects but don’t have the time to do the actual writing. You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Real estate is another good passive income investment.

Advertising 102

Advertising Media Food Management 102

Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. Among the comments which mostly accused Slott of pedaling fear in order to sell a book was this interesting comment. I'm paraphrasing Slott. Work with your accountant though.

Numbers 98

Numbers Taxes Retirement Accounting 98

The Irrelevant Investor

MARCH 26, 2019

My first experience with "investing" - and I use quotes because what I was actually doing is an insult to real investors- was picking stocks based on a ratio I found on the internet. The first thing young investors find when they Google "best investing books" is Benjamin Graham's The Intelligent Investor. They're sharks.

Valuation 52

Valuation Math Investments Investing 52

Clever Girl Finance

JANUARY 17, 2023

There are various ways to get into this hobby—dream journaling, gratitude journaling, book journaling. It's more than just math. For example, you may never start investing or learning how to save because deep down you think you don't deserve financial wellness. Do you love to crack open the spine of a new journal ?

Budgeting 111

Budgeting Numbers Planning Math 111

Good Financial Cents

APRIL 14, 2023

Selling E-books 2. Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. Maybe best of all, once you get your book published and marketed, the income is totally passive! And if you can find success with one e-book, you can just rinse and repeat.

Accounting 91

Accounting Communication Investments Investing 91

Clever Girl Finance

OCTOBER 20, 2022

Meanwhile, cash equivalents are investments that can be sold for cash relatively quickly and easily while still maintaining their market value. A highly liquid investment is one that: Is in an established liquid market. Suppose you want to make a down payment on a home or take advantage of a big, new investment opportunity.

Assets 59

Assets Accounting Math Portfolio 59

Clever Girl Finance

FEBRUARY 10, 2023

And don't worry if math isn't your thing because we've included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. In a book called All Your Worth: The Ultimate Lifetime Money Plan , Elizabeth Warren, and Amelia Warren Tyagi described this simple way to budget. Who invented the 50-30-20 budget?

Budgeting 98

Budgeting Taxes Transportation Healthcare 98