Abnormal Returns

MAY 13, 2024

riabiz.com) Archive Intel has entered the adviser communications archiving space. investmentnews.com) Research The problematic math of passing down generational wealth. (barrons.com) Why Focus decided to merge Buckingham Strategic Wealth and The Colony Group. riabiz.com) Creative Planning is exploring its custody options.

Math 287

Math Retirement Planning Financial Advice Retirement 287

David Nelson

OCTOBER 31, 2022

Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the same Havin’ a nervous breakdown, a-drive me insane Every U.S. Do the Math!

Communication 98

Communication Math Economy Management 98

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

The Big Picture

SEPTEMBER 7, 2022

So I tend to view computer coding not that dissimilar to communicating in a foreign language. A lot of times you’re learning your French, Spanish to communicate with someone in a different country. When you’re learning computer coding, you’re just learning how to communicate with a machine.

Communication 301

Communication Marketing Marketing Engineering 301

Good Financial Cents

MARCH 15, 2023

Top skills: leadership, communication, problem-solving Customer care directors must possess strong leadership, communication, and problem-solving skills. These professionals possess excellent communication skills and are able to understand and address a wide range of technical issues effectively.

Communication 69

Communication Education Retail Banking 69

MainStreet Financial Planning

JUNE 28, 2024

The lack of communication leaves uncertainty and a missed opportunity to potentially reduce the cost of college and have a solid college plan. Let’s work out the math, if you have $100,000 in a parent owned 529 plan, then student aid will be reduced by $5,640, over 4 years that is over $20,000!

Planning 72

Planning Math Accounting Education 72

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. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

Marketing 98

Marketing Marketing Taxes Economics 98

Validea

JANUARY 25, 2023

For example, it might be possible to identify value traps or potential bankruptcies by analyzing what management has been communicating to investors on quarterly earnings calls or in analyst presentations. So far, the trajectory suggests that this sort of model will never be good at math, for example.

Investing 103

Investing Investments Communication Education 103

Clever Girl Finance

AUGUST 19, 2022

You can choose how often you communicate with others when you work alone. If you have analytical and math skills, you can put them to good use here. You might choose to be in a home office , or you also have the option to work from a library, coffee shop, or other location that helps you do your best work. Accountant .

Accounting 98

Accounting Math Clients Advertising 98

Clever Girl Finance

JULY 10, 2023

Average salary: $112,513 Skills needed to become a product manager: Critical thinking Organization Business understanding UX knowledge Communication Collaboration Subject expertise Strategic mind 2. A strong understanding of communication and also listening will take you far in this field. You can also get additional training.

Education 40

Education Communication Engineering Medical 40

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. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

Clients 293

Clients Wealth Management Banking Investing 293

Good Financial Cents

DECEMBER 10, 2022

Skills Needed: Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. Skills Needed: Comfortable in a group setting, communication, willing to share opinions. Click below to get a free home insurance quote and make sure that you're fully protected. Get a Free Quote.

Risk Tolerance 112

Risk Tolerance Media Investing Investments 112

Good Financial Cents

APRIL 14, 2023

Skills needed: Communication, management, market analysis, negotiation, and vision. Skills needed: Listening skills, empathy, vision, honesty, and good communication skills. Online Communities (Membership Sites) This is one of the more advanced moneymaking strategies on this list. Earning potential: The U.S.

Accounting 91

Accounting Communication Media Investing 91

FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes? I’m very excited about what 2023 has in store.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

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. We need writers.

Assets 144

Assets Management Portfolio Investing 144

The Better Letter

DECEMBER 30, 2022

We checked the maps, did the math, and determined that, if all went well, we could drive from BWI to San Diego in about 40 hours of driving time. Communication is indispensable. Solid, straightforward communication is always vital. More than that, however, we had purchased tickets for Disneyland for everyone for Wednesday.

Planning 85

Planning Communication Investing Investments 85

Clever Girl Finance

OCTOBER 17, 2023

Bookkeeping, auditing, or accounting clerk Median yearly wage, according to the Bureau of Labor Statistics: $45,860 This career can work out well if you are good at math and numbers. Offer to pet sit or dog walk in your community. Skilled at an academic subject like math or English? For example, do you love pets? Become a tutor.

Taxes 52

Taxes Numbers Math Budgeting 52

Brown Advisory

MAY 3, 2018

MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. However, there are a few important caveats to that statement.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

Simple math dictates that when yields rise, fixed-rate bond prices fall. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. MUNICIPALS AND RISING RATES. However, there are a few important caveats to that statement.

Taxes 52

Taxes Portfolio Valuation Clients 52

Clever Girl Finance

OCTOBER 30, 2023

If you’re a ninja at organization, a great communicator, and are self-motivated, then a virtual assistant position may be just what you need. Online ESL tutor The internet opened up a ton of opportunities including the ability of two people on different continents to communicate live. Average salary: $17.84

Recruitment 52

Recruitment Certification Engineering Communication 52

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Both people are kicking money in.

Management 130

Management Investing Investments Government 130

The Big Picture

JUNE 6, 2023

It’s much deeper than math. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? Non-judgmentally, but let’s talk about what’s going on. Remember, she was about to divorce him.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Walkner Condon Financial Advisors

JUNE 2, 2023

The paper found that “Women who are outsiders to the profession do not see financial planning as primarily about: Communication Relationships Holistic Advice Instead they see it as about investment and mathematical expertise.” This finding, in addition to many more included in the paper, mirrors my own experience.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98

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.

Banking 201

Banking Government Insurance Taxes 201

The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. How do you take that massive information and communicate it to both the Morgan Stanley staff, the sales team, the brokers, the asset managers, and the investing public? So that’s the math.

Valuation 157

Valuation Clients Investing Investments 157

The Better Letter

NOVEMBER 2, 2023

I couldn’t make that math work at all plausibly. For example, the three worst-performing sectors of the S&P 500 in 2022 (Communications Services, Consumer Discretionary, and Information Technology) were the only sectors to outperform in the first half of 2023. Did you catch it? Here’s about as close as I could come.

Certified Financial Planner 98

Certified Financial Planner Investing Investments Portfolio 98

The Irrelevant Investor

JANUARY 31, 2021

Well, if they do 29% of GameStop trading, then according to some back of the envelope math by Eric Balchunas , they made $100 million on one stock last week. This was an epic failure to communicate. There would be no reason for them to make a call to Robinhood or any of the other brokers. It's not in their financial interest to do so.

Retail 52

Retail Math Investing Investments 52

The Big Picture

AUGUST 29, 2023

And until they decide to communicate a different message, that’s what the market is going to continue to follow. So what was challenging for me was like, actually, when we moved to the US when I was seven years old, I was always good with math, but my English was below average. That is what the Fed is operating off of.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Better Letter

JULY 7, 2022

Mere “horrid” facts will not deter Lady Susan from that which she wishes to communicate. Moreover, “proof” in science doesn’t have the certainty that it can in math. And at least she didn’t read other people’s correspondence. ” Legal Papers of John Adams , 3:269.

Math 68

Math Communication Economics Planning 68

Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. If the owner is confident that his/her state residency will be consistent , then the decisions regarding conversion can be made with greater confidence.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. If the owner is confident that his/her state residency will be consistent , then the decisions regarding conversion can be made with greater confidence.

Planning 52

Planning Distribution Taxes Accounting 52

Sara Grillo

MAY 8, 2023

BOBBY SAMUELSON: Which is what the financial advisors typically see is just a forward projection of this monthly cycle recurring over and over and over, over again. SARA GRILLO: I do. They find that publication. BOBBY SAMUELSON: Yeah, it’s called, it’s called the Life Product Review.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia.

Startup 167

Startup Investing Investments Numbers 167

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.

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. 00:41:16 [Speaker Changed] Yeah.

Clients 144

Clients Portfolio Financial Advisor Investing 144

The Big Picture

JANUARY 24, 2023

There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And then lo and behold, for some reason, the equipment didn’t work for the new entrants — RITHOLTZ: Right. KLINSKY: — as well as they had expected. And so these things went from $15 billion to zero.

Investing 260

Investing Investments Numbers Banking 260

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 144

Numbers Banking Investing Investments 144