Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 283

Assets Clients Investing Investments 283

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Economy 140

Economy Numbers Portfolio Marketing 140

The Better Letter

JUNE 23, 2022

Make Fewer Decisions It’s simple math. If we can up that number some, we’ll improve our decision-making a lot. ” There are other ways of reducing the number of decisions we make. Our tendency is to enforce compliance with “the list” rather than solve problems.

Numbers 52

Numbers Accounting Insurance Math 52

Good Financial Cents

DECEMBER 19, 2022

When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! With proper care and compliance, though, Invisalign can give you a beautiful, straight smile. Keep in mind that many of the orthodontists we spoke to for this story stressed the need for compliance when it comes to Invisalign.

Insurance 83

Insurance Planning Medical Healthcare 83

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. BERRUGA: Yeah.

Clients 150

Clients Investing Investments Management 150

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 27, 2023

There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. RITHOLTZ: There’s safety in numbers. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. MIELLE: Exactly.

Assets 271

Assets Investing Investments Management 271

The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? And so it’s one of these things that math works.

Math 140

Math Risk Management Marketing Marketing 140

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. 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: So like the 40 percent number, what are the odds of this happening?

Valuation 158

Valuation Investing Investments Numbers 158

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

Media 275

Media Investing Investments Valuation 275