Advisor Perspectives

NOVEMBER 17, 2022

The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” ” Welcome to the math chapter.

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Math Wealth Management Management 40

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading.

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Math Numbers Medicine Compliance 92

Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 01:58 – Why Michael wrote the book 04:11 – Is it better if the math or the finance comes first?

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Assets Management Math Risk Management 52

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?

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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. And then just a little math, the "guarantee" based on the 50/50 allocation would be 2.5% That does not mean I would agree with him on everything.

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Math Portfolio Investing Investments 62

The Irrelevant Investor

NOVEMBER 11, 2018

By Nick Maggiulli The fact that high beta firms tend to have lower quality and higher financial leverage is perhaps one good reason why the outperformance in bull markets is more than erased during bear markets By David Varadi Real math is painfully precise. Investment finance math is sales math.

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Math Economics Economy Numbers 52

The Big Picture

SEPTEMBER 19, 2022

There’s a strong relationship between some of the ideas in the book and some of the ideas that inform our investing. RITHOLTZ: We’ll circle back to the book in a little bit. RITHOLTZ: So let’s talk a little bit about this book, “The World After Capital,” starting with what is technological nonlinearity?

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Valuation Investing Investments Engineering 293

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. With Michael and Ben Books If I have seen further than others, it is by standing upon the shoulders of giants. With Patrick O'Shaughnessy and Sorin Capital Who's Josh Groban?

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Math Financial Advisor Management Investing 52

MazumaBusinessAccounting

JUNE 29, 2020

It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Your assigned bookkeeper will handle your business’ books and compile all that information into an easily understandable report.

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Math Accounting Medical Budgeting 83

Aleph

NOVEMBER 1, 2022

then the GIC may pay benefits out early at book value. The objective is that benefit responsive payments go to the beneficiary at book value, and no one else in the Stable Value Fund is affected. BV: Book value — the accrued value of the stable value fund assets so far. Why am I Writing This?

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Insurance Assets Management Math 59

Random Roger's Retirement Planning

APRIL 12, 2023

Fixed income holdings with equity beta stand to be far less effective at helping manage equity volatility with 2022 being a text book example that we'll study for the rest of our careers. The framing of this has always been simple. When bond yields were at all time lows that means prices were at all time highs.

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Portfolio Math Clients Retirement 69

The Big Picture

JANUARY 24, 2023

I have one line in the book where I say Ross Johnson is totally insane and leave the book. And the book, by the way, is quite accurate. But the book was quite accurate. And this is why, you know, again, in the book, there’s a meeting where Ross Johnson comes in to meet Ted, I’m a partner.

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Investing Investments Numbers Banking 257

Sara Grillo

APRIL 11, 2023

The reason I put all this together is I see a ton of financial advisors out there who struggle to get a grasp of what the math behind a financial advisor practice looks like. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

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The Big Picture

SEPTEMBER 7, 2022

And also smoothen any imbalances because you’re not necessarily going to have a balanced book at the end of the day. Obviously, we have a very strong rule book. MARTIN: You’ll have a very short halt, and then it will — RITHOLTZ: Just to let the book sort of rejigger? What are some of your favorite books?

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Clever Girl Finance

FEBRUARY 12, 2023

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. You can book clients according to your schedule and make money from doing something you enjoy.

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Advertising Clients Media Electronics 66

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And my high high school math teacher, Mr. Hyde, he was the one who taught the computer programming course. It’s an interesting book to learn about that era.

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The Big Picture

FEBRUARY 21, 2024

He is the author of several books on the psychology of self. We know a little bit of math. I’m Barry Ritholtz, and on today’s edition of At The Money, we’re going to discuss self-insight, our ability to know ourselves and understand our abilities. And if his name is familiar, he is the Dunning in Dunning Kruger.

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Media License Planning Economics 141

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. Well 00:51:53 This leads me to a sort of curve ball question that was almost a book.

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The Irrelevant Investor

MARCH 26, 2019

The first thing young investors find when they Google "best investing books" is Benjamin Graham's The Intelligent Investor. Shaw , a hedge fund that currently employs over 80 PhDs and 25 International Math Olympiad medal holders. I thought I learned something from his writings but what I really discovered was how not to invest.

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Valuation Math Investing Investments 52

Yardley Wealth Management

JULY 20, 2022

The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. With all of that information, I can easily estimate how much money they have to spend each year on travel without curbing their current spending habits or adjusting the budget.

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Retirement Planning Budgeting Retirement Wealth Management 52

Clever Girl Finance

OCTOBER 20, 2022

Figuring out how to calculate liquid net worth is as simple as doing a quick math equation: Liquid assets - liabilities = liquid net worth. Don't worry—there is an answer to the question, "What is my liquid net worth" that doesn't involve solving math equations. For example, your old clothes, books, toys, electronics, etc.

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Assets Accounting Math Portfolio 59

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. Your journal can be a regular notebook, a special money planning book, or something digital. Do you love to crack open the spine of a new journal ? But have you heard of money journaling?

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Budgeting Numbers Planning Math 83

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. What are you reading right now?

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Assets Management Portfolio Investing 141

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?

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Math Management Insurance Assets 130

Clever Girl Finance

SEPTEMBER 15, 2022

Kelley Blue Book , the foremost vehicle valuation site, provides a car condition quiz that you can take to determine where your vehicle falls. The good thing is that you don’t have to worry about the math. You can start by considering the top vehicles with the best resale value listed by Kelley Blue Book. Buy a used vehicle.

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Transportation Budgeting Math Assets 52

Clever Girl Finance

OCTOBER 30, 2023

Typical tasks include schedule planning, email management, answering phone calls, data entry, booking travel, and managing social media. Proofreading skills are useful in many arenas – from transcripts for court reporters to the world of book writing. Recommended places to start: With a book on designing and building websites.

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Recruitment Engineering Certification Communication 52

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.

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Banking Government Insurance Taxes 195

Validea

JANUARY 25, 2023

websites, books, Wikipedia). So far, the trajectory suggests that this sort of model will never be good at math, for example. Kai: The amazing thing about these so-called “Large Language Models” (LLMs) is their versatility. From here, they can be adapted for an extremely wide range of use cases.

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Investing Investments Communication Education 103

Brown Advisory

JANUARY 17, 2024

One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2 We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

APRIL 29, 2023

Institutional Investor ) • Bringing the lofty ideas of pure math down to earth : There is no shortage of popular books and lectures on math—but they can only teach us so much. ( MIT Technology Review ) • How the World Is Spending $1.1

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Clever Girl Finance

JUNE 21, 2023

For instance, you’ll likely schedule appointments, respond to customer emails, complete travel bookings, do data entry, etc. So if you can still rock simple math, you’re great at English or history, or you know a foreign language, then consider becoming an online tutor. The post 14 Easy Side Hustles From Home To Try Today!

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Food Retail Accounting Clients 52

Clever Girl Finance

AUGUST 10, 2022

You could list your parking space on a platform like JustPark , where people can search and book spaces for their vehicles. You can list your storage space on platforms like Neighbor , where people in need of storage can find and book your space. Rent out your storage space. Rent out your spare room.

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Advertising Medical Media Math 65

The Big Picture

MARCH 20, 2024

. ~~~ 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.

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Investing Investments Portfolio Valuation 152

The Big Picture

MAY 30, 2023

He has written five books with more coming. By the way, my last book is “Up From Nothing.” You tell a story in one of your books of a banker who shows up at your elementary school class and that kick-started your interest in finance? But in capitalism and free enterprise, there is no rule book. RITHOLTZ: Right.

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Banking Economics Economy Business Planning 141

Clever Girl Finance

JANUARY 22, 2024

That’s $3,365 per year when you do the math! So when you open this account type, you’ll get a payment coupon book to make deposits with. Lastly, track this monthly money challenge with a spending journal for maximum results. 30-day meal planning challenge Eating out is expensive.

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Accounting Budgeting Banking Planning 65

The Better Letter

DECEMBER 30, 2022

I was not allowed to book a new flight on-line, so I called the Southwest service line. At BWI, after a long line, a service agent booked us on the next (allegedly) available flight – five days later. The Southwest debacle meant much more rider demand than Uber supply. It was cancelled. Nothing doing. We wanted to go!

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Planning Communication Investing Investments 80

The Irrelevant Investor

OCTOBER 18, 2015

To explore this further, I'm going to borrow from Scott Patterson and Jack Schwager, the authors of two fantastic books, The Quants and Market Wizards. The math showed it was inevitable that a few traders would stand out, but that didn't mean they had skill. Are the owners of great track records incredibly skilled, or incredibly lucky?

Math 52

Math Management Marketing Marketing 52