The Big Picture

JUNE 6, 2023

And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. In fact, here’s the phone number you call, and you will get your $37 fee waived.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 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, The ROE numbers from 2018 to 2022 are 57.17%, 49.79%, 42.74%, 71.64%, and 83.3% It manufactures and distributes pharmaceuticals bulk drugs called rifampicin. higher ROE. respectively.

Pharmaceutical 59

Pharmaceutical Manufacturing Engineering Distribution 59

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. Calculate the number of hours you work in a year: 40 Hours per week X 52 weeks = 2080 Hours per year. Depending on how many are distributed each Year, you may be compensated for the time off and federal holidays.

Budgeting 64

Budgeting Taxes Transportation Insurance 64

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.

Clients 154

Clients Investments Investing Management 154

Clever Girl Finance

AUGUST 2, 2022

If you use a Roth IRA, you pay taxes on contributions but not on qualified distributions when you retire. Some quick math for the value of your $10,000 after a certain number of years: 10 years: $20,000. Index funds are appealing to many investors because they expose you to a large number of stocks. 20 years: $40,000.

Education 59

Education Retirement Investments Investing 59

Brown Advisory

JANUARY 17, 2024

However, the universe typically does not follow a normal distribution, not even on a one-year basis. We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. Only if the universe is split 50:50 between winning and losing investments does the 75% hit rate for the portfolio hold.

Investing 52

Investing Investments Portfolio Accounting 52

Clever Girl Finance

JUNE 28, 2023

If you look up the savings account interest rates at most brick-and-mortar bank chains, you might find numbers that are awfully close to zero…like 0.01% APY. What sets dividend stocks apart is that they regularly distribute a portion of their earnings to their shareholders in the form of dividends.

Investing 63

Investing Investments Accounting Certification 63

Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. People who are over 70-years-old and who have Traditional, Rollover, SEP or SIMPLE IRAs are required by law to take Required Minimum Distributions every year.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

JULY 28, 2023

If this number is above your target grocery budget, then it’s time to make some changes. This process not only ensures that you save money by making sure that you’re able to distribute your ingredients over several meals evenly, but it also ensures that you’re able to conveniently heat up your food and eat it immediately.

Budgeting 52

Budgeting Food Sales Planning 52

Good Financial Cents

APRIL 19, 2023

REITs own and manage income-producing properties and distribute the profits to investors. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Fundrise specializes in REITs ( real estate investment trust ). The minimum investment on Fundrise is only $10.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

MAY 13, 2025

So I had oversight of our 420 plus the number’s probably even greater now, first mutual funds and increasingly ETFs. 00:08:27 [Speaker Changed] And, and a lot of people don’t realize because, you know, Vanguard and BlackRock are synonymous with broad indexing, but am I getting the numbers right? But there’s 10 Yeah.

Clients 130

Clients Investments Investing Management 130

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Combine these elements with your own critical faculty — to weed out the usual spam and bs — and it could feel like the only place online that really mattered.

Banking 154

Banking Math Distribution Investment Advisor 154

The Big Picture

MARCH 27, 2023

RITHOLTZ: There’s safety in numbers. But over the last 30 or 40 years, probably 40 years since the Reagan years, if you look at the wealth and the income distribution in this country, it really has sort of gelled at the top. The numbers are correct. That’s the right thing. MIELLE: Correct. and the 0.01percent.

Assets 277

Assets Investments Investing Management 277

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 290

Assets Clients Investments Investing 290

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investments 143

Investments Investing Management Retirement 143

The Big Picture

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Recruitment 143

Recruitment Engineering Banking Numbers 143

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investments Investing Numbers 130

Carson Wealth

MARCH 2, 2023

Run Your Numbers You need to get a handle on your various sources of income and where they are housed — as in, how easily you can access them when you need them. After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We forget that there weren’t personal computers on everybody’s desk back then. It’s the exact opposite.

Assets 164

Assets Management Portfolio Taxes 164

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Recruitment 143

Recruitment Management Numbers Banking 143

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.

Banking 198

Banking Government Insurance Taxes 198

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional. RITHOLTZ: Right.

Banking 143

Banking Economics Economy Business Planning 143

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 Better Letter

NOVEMBER 2, 2023

I couldn’t make that math work at all plausibly. Moreover, the true numbers are even worse than that because most bad funds have have closed or been absorbed. ” This week’s blessing is the most famous of them all, from Numbers 6:24-26. It’s almost all powerful and good stuff, with one major error.

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96

The Big Picture

JUNE 18, 2024

So when I got there, we really set about exploding the amount of content that we made and then to be able to distribute it very, very rapidly. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. That that’s a serious 01:08:03 [Speaker Changed] Media number.

Media 143

Media Food Advertising Sales 143

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. The math never seems to work out. And that worked for a number of companies. So with no further ado, my conversation with Steve Case.

Startup 164

Startup Investments Investing Numbers 164

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. And so there was a number of less liquid markets that made for quite wide spreads. And you know, I think ultimately there was a number of opportunities that came out.

Numbers 143

Numbers Banking Investments Investing 143

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. In other words, the models assume a normal distribution of returns, but when you get into some kind of event, it’s no longer a normal distribution returns. That’s a barbell distribution. As opposed to normal distribution. What was the career plan?

Risk Management 143

Risk Management Banking Portfolio Distribution 143

The Big Picture

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

Clients 143

Clients Portfolio Financial Advisor Investments 143

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. That OER number was calculable four months ago.

Banking 143

Banking Marketing Marketing Investments 143

The Big Picture

MAY 21, 2024

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. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 143

Numbers Banking Management Marketing 143

The Irrelevant Investor

AUGUST 9, 2018

These numbers are so incomprehensibly large that they lack any meaning. In a recent Axios article, Being 30 then and now , the author wrote "In 1975, only a quarter of 25 to 34-year-old men made less than $30K per year, but that number rose to 41% in 2016." It's like saying that Pluto is 4.67 billion miles away from the earth.

Economics 52

Economics Distribution Investments Investing 52

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. RITHOLTZ: So like the 40 percent number, what are the odds of this happening? Stocks usually make 10 percent a year, and don’t hold me to any of these numbers. What you’re going to earn on that money is an important number.

Valuation 164

Valuation Investments Investing Numbers 164

The Big Picture

OCTOBER 10, 2023

and I don’t know if this is from the book or or my research, Forbes settled on that number. That’s just, it’s in randomly distributed. Barry Ritholtz ] 00:10:46 [Speaker Changed] Or not so randomly distributed It it’s mostly dudes. Because he was all sure he was a totally isolated math. Oh, really?

Math 154

Math Numbers Marketing Marketing 154

The Big Picture

JANUARY 7, 2025

She works as an advisor for a number of LPs and gps and pretty much everybody in between. I flew back again to do interviews and I was blessed enough to get into a number of, of great US Ivy Leagues, but ended up choosing Stanford because even then Barry, I knew I was an entrepreneur at heart. How do you come at them?

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

MARCH 17, 2025

So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. Wasn’t the Excel spreadsheet error, which changed their math. Time, it, it seemed like a big number at the time, 787 billion. And he said, I wanna be the first to congratulate you.

Economy 143

Economy Taxes Budgeting Government 143