Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. From a legacy planning standpoint, two distinctions are especially important: Roth IRAs do not require their owners or spouses to take mandatory distributions.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning. Legacy planning is all about transferring wealth to descendants as efficiently as possible. From a legacy planning standpoint, two distinctions are especially important: Roth IRAs do not require their owners or spouses to take mandatory distributions. Thu, 08/01/2019 - 14:51.

Planning 52

Planning Distribution Taxes Accounting 52

Validea

JANUARY 25, 2023

It’s no wonder that Microsoft has a strategic investment in the firm behind ChatGPT and is planning to roll out the technology across its product suite! [1] So far, the trajectory suggests that this sort of model will never be good at math, for example. Kai: At Sparkline Capital, we have been using LLMs in production for a few years.

Investing 103

Investing Investments Communication Education 103

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. Plans change. Plans – even great plans – get blown up. As John Lennon explained, “Life is what happens to you while you’re busy making other plans.”

Planning 81

Planning Communication Investing Investments 81

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. Typical tasks include schedule planning, email management, answering phone calls, data entry, booking travel, and managing social media. Average salary: $17.84

Recruitment 52

Recruitment Engineering Certification Communication 52

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. And while you're switching careers, consider creating a financial plan for yourself to help you organize your income. You can find transcriptionist jobs at Happy Scribe.

Accounting 69

Accounting Math Clients Advertising 69

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. Some don’t.

Assets 143

Assets Management Portfolio Investing 143

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

The Better Letter

JULY 7, 2022

Mere “horrid” facts will not deter Lady Susan from that which she wishes to communicate. Instead, making good decisions requires hard work, mental acuity, and the willingness to adapt when things (inevitably) don’t go as planned. And at least she didn’t read other people’s correspondence.

Math 65

Math Communication Economics Planning 65

Sara Grillo

MAY 8, 2023

A tax advantaged asset Death benefit Tax planning needs Cash value growth Cash value liquidity benefits #2 Use a realistic (low) crediting rate in the illustration The assumed interest rate in an illustration is what is driving the long term performance. So like, What do I do with that plan? Yeah, you have a short fall. How do I know?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

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? It’s the big Canadian asset plans. 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.

Investing 259

Investing Investments Numbers Banking 259

FMG

DECEMBER 22, 2022

We were always planning-focused, and I offered financial planning as a standalone service from the very beginning. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? How often do you plan on hosting these events?

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

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, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

Clients 290

Clients Wealth Management Investing Investments 290

Clever Girl Finance

OCTOBER 17, 2023

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Taxes 52

Taxes Numbers Math Management 52

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that.

Management 130

Management Investing Investments Government 130

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 94

Certified Financial Planner Investing Investments Portfolio 94

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. It’s much deeper than math. SETHI: So, I had some internships in college and then when I graduated, I accepted an offer from Google actually. And they said, you should take some time.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. How are we doing in literacy versus math versus science? RITHOLTZ: So let’s talk a little bit about BlackRock.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

AUGUST 29, 2023

And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. And until they decide to communicate a different message, that’s what the market is going to continue to follow. DAVIS: That’s exactly it.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. And I was always good at math and, and I had been writing code since I was in the sixth grade. And so that’s, that’s where we’ve been.

Banking 143

Banking Investing Investments Marketing 143

Aleph

FEBRUARY 18, 2023

Feb 15, 2023 One of the world’s richest families was thrust into the spotlight by a surprising share sale from one of its own members [link] You need a liquidity plan, akin to what a private real estate fund does. I would rather read than listen, unless I am driving or cutting the yard.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

JULY 31, 2023

Was the plan always to cover finance? I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: The communication was bad also. And that’s sort of the math. HOFFMAN: Contingency planning here was brutal. What led you into this area?

Retail 130

Retail Government Economy Economics 130

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 164

Startup Investing Investments Numbers 164

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

Media 281

Media Investing Investments Valuation 281

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. We started on that plan in December of 16. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing.

Taxes 271

Taxes Banking Clients Management 271

The Big Picture

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. You trade back and forth and we decide on the group goal in the plan, which is what this is ought to do. ” MCRANEY: Yes.

Numbers 295

Numbers Medicine Food Math 295

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And he came up with a plan in late 2003 to solve this problem with the oligarchs and what he did was there was one oligarch in particular who was the richest oligarch. They said, seven years.

Government 315

Government Banking Numbers Investing 315