Nerd's Eye View

MARCH 21, 2023

We also talk about how, when Brenda realized she would have to take care of her younger sibling, she asked for help and her high school placed her in a cooperative education program that got her a job as a teller at a credit union which began her career in the financial services industry, how, later in her career, Brenda began a job in insurance (because (..)

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

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. Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets. Crunch the Numbers. Simple math says the CAGR of NET NEW ASSETS (i.e.,

Math 52

Math Portfolio Numbers Distribution 52

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 140

Banking Economics Economy Business Planning 140

Clever Girl Finance

AUGUST 2, 2022

Some quick math for the value of your $10,000 after a certain number of years: 10 years: $20,000. Index funds are appealing to many investors because they expose you to a large number of stocks. If you can start a business with no money at all, go for it. This means it’ll take roughly ten years for your money to double.

Education 59

Education Retirement Investing Investments 59

Clever Girl Finance

JULY 13, 2022

It's a great business for women who are highly organized and can explain their organization processes easily to others. If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Build a solid business plan and don't over-leverage yourself. Bookkeeping and accounting.

Food 119

Food Advertising Media Clients 119

Clever Girl Finance

JULY 6, 2023

But there are still plenty of great job ideas you can do even if you’re busy with your kids’ schedules and don’t have a lot of extra time. Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper.

Clients 84

Clients Media License Advertising 84

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. These are big numbers.

Management 140

Management Recruitment Numbers Banking 140