Compliance Math Numbers Taxes 
Random Roger's Retirement Planning
NOVEMBER 21, 2023
The way my new firm is set up, I could outsource everything, for a fee, and the way this was positioned, I think there might be a decent number of advisors who do just that. So using simple math, the total return is 34% versus 72% for the common. The idea that I could do no work is culturally acceptable. adds another 22.5%
Brown Advisory
JANUARY 17, 2024
We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.
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The Big Picture
JANUARY 24, 2023
I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. RITHOLTZ: Right. You know, obviously, there was the 1987 crash of the stock market. KLINSKY: Right.
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
MAY 9, 2023
He co-chairs a number of the asset management investment committees. So how do you then go from tax and audit practice to finance and investing? 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. What can I say about Julian Salisbury?
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.
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.
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