Harness Wealth

MAY 19, 2025

Navigating these forms correctly is essential for both residents and non-residents to ensure compliance and avoid penalties. The Louisiana Department of Revenue provides downloadable forms on its official website, allowing taxpayers to access the most current versions.

Taxes 52

Taxes Electronics Compliance Consulting 52

Harness Wealth

MAY 14, 2025

The Hawaii Department of Taxations official website provides downloadable and printable versions of all necessary tax forms. Understanding which form applies to your situation is critical to ensure compliance and avoid penalties. Use reliable tax preparation software or consult a tax professional to ensure compliance with current laws.

Taxes 52

Taxes Tax Planning Medical Consulting 52

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. So I was at Harvard.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF.  . Transcript: MiB: Luis Berruga, Global X ETFs.

Clients 162

Clients Investments Investing Management 162

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Let me say what your compliance wouldn’t allow you to say.  The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. RITHOLTZ: You were crushing it.

Management 130

Management Investments Investing Government 130

The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BORISH: But, well, you couldn’t download it and you had to check it. And so it’s one of these things that math works. RITHOLTZ: Right. It was very complicated.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. MIELLE: Exactly. RITHOLTZ: Right.

Assets 285

Assets Investments Investing Management 285

The Big Picture

SEPTEMBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And from a public market, that sounds like it’s a compliance and conflict nightmare. And you know, the only thing math works on recognition by peers, and there’s some prizes.

Valuation 305

Valuation Investments Investing Food 305

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. As noted in our 2024 Outlook, which you can download here , productivity growth is a potential game changer, if it continues. By my math, there have been 57 Super Bowls and 22 different winners.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. I didn’t know what any of these terms meant. Capital rules were changing. Risk appetite was changing.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs.

Investments 147

Investments Investing Management Retirement 147

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They want to be able to connect with their friends, they want to be able to do math, they wanna be able to get their email, they wanna be able to do their work away from the office, et cetera.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So that’s the math. You have to get compliance.  The transcript from this week’s, MiB: Mike Wilson, Morgan Stanley , is below. That we’re gonna introduce like, what is this?

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So it’s different math then I need 100x winner versus 99? All you got to do is download them like you would a Netflix movie. KLINSKY: Yeah.

Investments 263

Investments Investing Numbers Banking 263

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? How are we doing in literacy versus math versus science? RIEDER: Thanks.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal.

Clients 147

Clients Portfolio Financial Advisor Investments 147

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. RITHOLTZ: Right. ASNESS: Yes.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. I have a car list.

Media 290

Media Investments Investing Valuation 290

The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. The, the math came easier.

Math 147

Math Marketing Marketing Engineering 147