The Big Picture

MARCH 17, 2025

And materialism and kind of interesting that you gravitated towards that and away from just being cranked out of the factory to become another consultant. Wasn’t the Excel spreadsheet error, which changed their math. Yeah, I am, I go back and I consult books now mostly for the purpose of working on this book.

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

JUNE 16, 2025

And I approached it the way I thought anyone with scientific training would do, which is I consulted the peer review literature, I read the basic texts, I collected data, I built models. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you mentioned half math, half Shakespeare.

Math 130

Math Numbers Investing Investments 130

WiserAdvisor

JUNE 27, 2025

Outliving your savings Here’s the math: the earlier you retire, the longer your savings have to last. He semi-retired, took a low-stress consulting job, and delayed Social Security. Retiring at 55? Within five years, she was back to part-time work, less because she wanted to, more because she had to. Kevin, 55, chose a different path.

Retirement 59

Retirement Planning Retirement Planning Taxes 59

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. So I went to Bain and Company for two years, and I was in management consulting for two years. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. What was the career plan? I don’t have an MBA from Wharton.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

Harness Wealth

MAY 12, 2025

Using tax preparation software or consulting a tax professional can help ensure accuracy in these calculations. Each credit has specific eligibility requirements and documentation needs, so it is important to review the guidelines carefully or consult a tax professional to ensure you qualify.

Taxes 52

Taxes Electronics Tax Planning Compliance 52

The Big Picture

JUNE 24, 2023

His philanthropy includes sitting on the board of directors of Paul Tudor Jones’ Robin Hood Foundation and Jim Simon’s Math for America. She previously worked at Goldman Sachs and Boston Consulting Group, and holds degrees from the University of Pennsylvania and Harvard Business School.

Investing 215

Investing Investments Recruitment Math 215

Diamond Consultants

OCTOBER 10, 2023

Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report. The answer starts and ends with growth.

Math 52

Math Recruitment Clients Estate Planning 52

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Insurance 59

Insurance Math Financial Advice Compliance 59

Sara Grillo

APRIL 11, 2023

I am an irreverent and fun marketing consultant for financial advisors. The reason I put all this together is I see a ton of financial advisors out there who struggle to get a grasp of what the math behind a financial advisor practice looks like. So please subscribe! Was this financial advisor income statement stuff helpful?

Financial Advisor 97

Financial Advisor Accounting Management Financial Planning 97

Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

Marketing 98

Marketing Marketing Taxes Economics 98

Carson Wealth

FEBRUARY 22, 2023

The math, despite Einstein’s interpretation, is really fairly simple. For complete details, consult your tax advisor or attorney. The importance of compounding interest can’t be emphasized enough.  Let’s say I have $100,000 in my retirement fund and I make 5% interest. The wonder is that more people don’t take advantage of it.

Retirement 98

Retirement Taxes Planning Math 98

Random Roger's Retirement Planning

DECEMBER 17, 2023

Simple math is that this person needs to save $23/yr to come up with that additional $350,000. But simple math tells you that adding $5000/yr likely won't cut it. Maybe monetize a skill by consulting or coaching (yeah, maybe this is a job too but working for yourself). 5000 per for 15 years is $75,000.

Retirement 75

Retirement Math Insurance Accounting 75

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. So I had to switch industries.

Assets 144

Assets Management Portfolio Investing 144

Harness Wealth

MAY 14, 2025

It is important to check the current years filing thresholds on the Hawaii Department of Taxation website or consult a tax professional to determine if you meet the filing requirements. If you are unsure which form to use, consult the Hawaii Department of Taxation website or a tax professional.

Taxes 52

Taxes Tax Planning Medical Consulting 52

Harness Wealth

MAY 18, 2025

It is important to check the current years filing thresholds on the Illinois Department of Revenue website or consult a tax professional to determine if you meet the criteria for filing. Consulting the Illinois Department of Revenue guidelines or a tax professional can provide clarity on which deductions apply to your situation.

Taxes 52

Taxes Electronics Tax Planning Compliance 52

Harness Wealth

MAY 18, 2025

It is important to consult the latest Utah State Tax Commission guidelines or a tax professional to determine your specific filing requirements. Consulting the Utah State Tax Commissions guidelines or a tax professional can help clarify eligibility. These thresholds are updated annually to reflect inflation and changes in tax law.

Taxes 52

Taxes Commission Electronics Compliance 52

Harness Wealth

MAY 19, 2025

It is important to consult the latest Louisiana Department of Revenue guidelines each tax year, as these thresholds can change due to inflation adjustments or legislative updates. Taxpayers should maintain thorough records of deductible expenses and consult Louisiana tax guidelines to ensure they meet the requirements for each deduction.

Taxes 52

Taxes Electronics Compliance Consulting 52

The Richer Geek

DECEMBER 29, 2021

25:14] About his website called Road to Babylon [30:09] His consultations and how he can give people a plan and strategy to invest in Bitcoin with the course he just built. [20:31] How the transactions work and how you can earn % of interest on your wallet [23:02] What’s the difference between cryptocurrency names? [25:14]

Assets 52

Assets Investing Investments Math 52

Sara Grillo

MAY 16, 2022

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Wall Street is very good at taking advantage of people who either aren’t good at math or don’t like doing it, which is why the AUM model has persisted over time.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Good Financial Cents

DECEMBER 10, 2022

If you have expertise in any common subjects, such as math and science, and you have some extra time, you may have all you need to become a tutor. Skills Needed: Degree or certificate, specialization in common subject, good people skills. Difficulty Level: Moderate. What are legit ways I can make money online?

Risk Tolerance 112

Risk Tolerance Media Investing Investments 112

Good Financial Cents

APRIL 19, 2023

Consulting. Consulting is just another job – perfect for a side hustle, but not exactly passive. For consulting to be passive, you’ll need to build the practice with other people and be able to step away from the work eventually. You have to evaluate the passive income opportunity in its long-term state for you.

Accounting 106

Accounting Investing Investments Media 106

Harness Wealth

MAY 18, 2025

It is advisable to consult Ohios filing instructions or a tax professional to determine your specific filing obligations and avoid any compliance issues. Common Tax Filing Errors Frequent errors include incorrect Social Security numbers, math mistakes, missing signatures, and failure to attach required schedules or forms.

Taxes 52

Taxes Compliance Electronics Tax Planning 52

Harness Wealth

MAY 19, 2025

Consulting the Minnesota Department of Revenues guidelines or a tax professional can help you determine if your income requires filing a state return. Common Tax Filing Errors Errors such as incorrect Social Security numbers, math mistakes, missing signatures, or failing to attach required schedules are frequent causes of processing delays.

Taxes 52

Taxes Tax Planning Compliance Education 52

The Big Picture

FEBRUARY 6, 2024

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. And my high high school math teacher, Mr. Hyde, he was the one who taught the computer programming course. Learn math, learn history.

Valuation 130

Valuation Investing Assets Investments 130

Trade Brains

DECEMBER 16, 2022

And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, Tata Consultancy Services Ltd. It is because having excessive debt on the balance sheet can inflate the ROE. higher ROE. What is a good ROE in Indian stock market. Page Industries Ltd. Marico Ltd. Tata Elxsi Ltd.

Pharmaceutical 59

Pharmaceutical Manufacturing Engineering Distribution 59

Harness Wealth

MAY 17, 2025

It is important to consult the Delaware Division of Revenues guidelines each tax year, as thresholds can change. Common Tax Filing Errors Common mistakes include incorrect Social Security numbers, math errors, missing signatures, and failing to attach required schedules or forms. This article is a product of Harness Tax LLC.

Taxes 52

Taxes Tax Planning Electronics Compliance 52

Clever Girl Finance

JULY 6, 2023

Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Consulting or coaching You can become a consultant in an industry that you have a lot of experience with. You can do this online or in person, depending on what works better for you.

Clients 105

Clients Media License Advertising 105

Harness Wealth

MAY 13, 2025

Common Tax Filing Errors Errors such as incorrect Social Security numbers, math mistakes, missing signatures, and failure to include all income can cause processing delays. Please consult a tax and/or legal professional for advice specific to your individual circumstances. This article is a product of Harness Tax LLC.

Taxes 52

Taxes Electronics Compliance Commission 52

Good Financial Cents

APRIL 14, 2023

Much like blogging, you can make money promoting specific products or services through affiliate marketing, sponsorships, selling online courses, and even coaching and consulting. But a major in any common subject, particularly math or science, combined with above-average command of the subject matter are more important.

Accounting 91

Accounting Communication Media Investing 91

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! It’s important to consult with an orthodontist to determine the best treatment option for your individual needs. That seemed really funny at the time, but this joke eventually turned into a financial reality.

Insurance 84

Insurance Planning Medical Accounting 84

Good Financial Cents

AUGUST 10, 2023

Let’s do the math together! EXPERT TIP: If you need more help managing your money, consult with a financial advisor. Hourly Wage Business consultant $36.00 This not only provides a nest egg for your future but can also offer tax advantages. Some job titles that typically offer this salary range are: Job Title Avg.

Budgeting 52

Budgeting Taxes Numbers Management 52

Clever Girl Finance

JUNE 28, 2023

Consult Investopedia’s list here to see which savings accounts currently offer the highest yield. You’ll also need to do some math to figure out the potential profit margins. All interest you accrue will usually be paid as a lump sum at the end of each month. Be sure to also read up on the terms and possible fees for each one.

Investing 64

Investing Investments Accounting Certification 64

The Big Picture

AUGUST 15, 2023

RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Management 130

Management Investing Investments Government 130

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 remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Clients 157

Clients Investing Investments Management 157

Brown Advisory

AUGUST 1, 2018

Buffett makes all these decisions personally, and Berkshire doesn’t use compensation consultants. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett makes all these decisions personally, and Berkshire doesn’t use compensation consultants. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

MARCH 27, 2023

By the way, you show the math in the book very, very easily and understandable for those who may not be as mathy, which is basically a giant fund collecting 2 percent is much better than a smaller fund that’s killing it, but they’re not starting out with a lot of assets. MIELLE: –or consultants. RITHOLTZ: Right.

Assets 280

Assets Investing Investments Management 280