The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. 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.

Assets 143

Assets Management Portfolio Investing 143

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. Make investments like buying more stocks for your investment portfolio.

Assets 59

Assets Accounting Math Portfolio 59

Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. In a concentrated portfolio, it is the losers that kill you.

Investing 52

Investing Investments Portfolio Compliance 52

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?

Insurance 59

Insurance Assets Management Math 59

The Big Picture

FEBRUARY 21, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Professor David Dunning of the University of Michigan. He is the author of several books on the psychology of self. We know a little bit of math. And if his name is familiar, he is the Dunning in Dunning Kruger. Welcome, professor.

Media 143

Media License Planning Economics 143

Yardley Wealth Management

JULY 20, 2022

We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable. 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. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

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.

Investing 259

Investing Investments Numbers Banking 259

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

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. MARTIN: I tend to take the view that having a very balanced portfolio and knowing what you invest in, and investing for the long term is probably 9 times out of 10 the — maybe 9.5 MARTIN: Yeah. Absolutely.

Communication 297

Communication Engineering Marketing Marketing 297

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

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. market volatility.

Investing 154

Investing Investments Portfolio Valuation 154

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. ADMATI: Yes.

Banking 198

Banking Government Insurance Taxes 198

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. And there was a problem with 168 of them at the end of 2008.

Assets 290

Assets Clients Investing Investments 290

Clever Girl Finance

MARCH 6, 2023

Tutor younger kids If you have excelled in a particular subject, it is time to put those book smarts to the test. 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. Things such as electronics, books, game systems, and DVDs are easy to start with.

Media 86

Media Accounting Banking Food 86

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.

Banking 143

Banking Economics Economy Business Planning 143

The Big Picture

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investing 130

Investing Investments Clients Management 130

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. Safer investment portfolio options – such as bonds or guaranteed income – matter more in a crisis, too.

Planning 81

Planning Communication Investing Investments 81

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

Good Financial Cents

DECEMBER 10, 2022

Ad Invest as little or as much as you want with a Robinhood portfolio. With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. You can build a portfolio of slices of individual loans that represent various credit grades. Ads by Money. Ads by Money.

Risk Tolerance 111

Risk Tolerance Media Investing Investments 111

The Big Picture

NOVEMBER 22, 2022

I look for people that have done extracurricular work, or you know, manage their own little portfolio, or have stock ideas or businesses ideas that they want to pitch. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? I’ll tell you a book that I want to pick up and the title here is John Mack’s new book.

Recruitment 143

Recruitment Engineering Investing Investments 143

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” Over a longer period of time, maybe not so much. What makes sense?

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, getting to your question about equities where we’re positioned right now, equities absolutely can conserve an important part in the portfolio. I was econ and kind of geeky.

Clients 290

Clients Wealth Management Investing Investments 290

Brown Advisory

JUNE 16, 2022

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. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

FEBRUARY 13, 2023

But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different. But, you know, it’s been in a portfolio for a long time. Last year, it’s in our tactical portfolios.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios.

Clients 154

Clients Investing Investments Management 154

Good Financial Cents

FEBRUARY 10, 2023

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. Examples include writing an e-book or creating an online course.

Advertising 101

Advertising Media Food Management 101

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period.

Assets 259

Assets Investing Investments Management 259

FMG

DECEMBER 22, 2022

My new brand also allows me to focus more on creating- I’m currently writing a book, and breaking out some of the chapters into workshops on topics like money mindset and money and relationships. I’d been thinking about the Money Maven brand for over a year, as it’s the premise of my book. Definitely a stretch goal for me haha.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Good Financial Cents

FEBRUARY 8, 2023

You can even create a portfolio of videos, each earning you a little bit of revenue every month. If you’ve created some professional quality videos or have performed editing work on other people’s videos, you already have a portfolio of work. Almost any subject qualifies, but math, science, and English are usually the most in demand.

Advertising 105

Advertising Sales Media Math 105

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.

Communication 90

Communication Investing Investments Accounting 90

Sara Grillo

MAY 8, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Even if you can not make the meetup, or even attend in its entirety, please register for the replay and to be notified of the next one. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. First of all, before we get started, I very much enjoyed the book.

Assets 277

Assets Investing Investments Management 277

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. He spends way more time on how to save $1,000 than on what your investment portfolio should look like. I couldn’t make that math work at all plausibly. An investment portfolio is a luxurious afterthought.

Certified Financial Planner 94

Certified Financial Planner Investing Investments Portfolio 94

Clever Girl Finance

SEPTEMBER 25, 2023

Plus, when you factor in determining federal and state income tax rates … It becomes a lot of math! For example, for an uncomplicated way to begin investing, consider the 3 fund portfolio. For example, this could be old electronics, clothes, books, etc. To get started, it’s best to keep things simple.

Budgeting 52

Budgeting Taxes Accounting Transportation 52

The Big Picture

OCTOBER 10, 2023

[Barry Ritholtz] 00:00:07 This week on the podcast Michael Lewis out with a brand new book on Sam Bankman-Fried and F T X doing the Circuit. Talked about the process of writing the book, what it’s like to go on 60 Minutes and know that social media is gonna come at you. And the book is similar. Really enjoyed it.

Math 154

Math Numbers Marketing Marketing 154

The Better Letter

JANUARY 11, 2024

Jason Zweig @jasonzweigwsj 1:32 PM ∙ Aug 18, 2022 66 Likes 12 Retweets The above is from Jason’s brilliant book, The Devil’s Financial Dictionary. That’s why the markets are much more of a mind game than a math game. Stop with the math.` Because there is so much nonsense to cover, this is a long TBL.

Economy 95

Economy Economics Math Banking 95

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. WEINSTEIN: I do, Barry.

Management 143

Management Recruitment Numbers Banking 143