Communication Math Portfolio Taxes 
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.
Brown Advisory
AUGUST 1, 2019
Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.
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Brown Advisory
AUGUST 1, 2019
Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.
Brown Advisory
MAY 3, 2018
We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall.
Brown Advisory
MAY 3, 2018
We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. Simple math dictates that when yields rise, fixed-rate bond prices fall.
Sara Grillo
MAY 8, 2023
They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.
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.
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