Harness Wealth

MAY 19, 2025

Filing taxes in Louisiana requires a clear understanding of the specific forms and regulations that apply within the state. Unlike federal tax forms, Louisiana tax forms are tailored to meet the unique tax laws and requirements set forth by the state government.

Taxes 52

Taxes Electronics Compliance Consulting 52

Harness Wealth

MAY 14, 2025

Filing taxes in Hawaii requires a clear understanding of the specific forms and procedures unique to the state. Unlike federal tax forms, Hawaii tax forms are tailored to meet the state’s tax laws and regulations, ensuring residents and non-residents alike comply with local requirements.

Taxes 52

Taxes Tax Planning Medical Consulting 52

Clever Girl Finance

FEBRUARY 10, 2023

And don't worry if math isn't your thing because we've included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. You start off with your after-tax income , which represents 100% of what you have to work with, and then you work out the different spending groups from there.

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

Clever Girl Finance

SEPTEMBER 11, 2023

And don’t worry if math isn’t your thing because we’ve included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. You start off with your after-tax income, which represents 100% of what you have to work with, and then you work out the different spending groups from there.

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

Clever Girl Finance

OCTOBER 17, 2023

What about after taxes and benefits? How much an hour is 45000 a year after taxes? Some fall under different tax situations that can affect your take-home amounts. How much an hour is 45000 a year…after taxes? How much an hour is 45000 a year after taxes? So, 45,000 a year is how much an hour?

Taxes 52

Taxes Numbers Math Budgeting 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. You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it.  The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below.

Valuation 130

Valuation Assets Investing Investments 130

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … was — no, no.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

SEPTEMBER 19, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. So people really ask you, you take French and can you do math. Two reasons.

Assets 147

Assets Management Portfolio Investing 147

The Big Picture

JANUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. But in those days, there were very tax driven investment.

Assets 264

Assets Investing Investments Management 264

The Big Picture

NOVEMBER 21, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So here’s the math, Barry. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free.

Investing 246

Investing Investments Startup Accounting 246

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains.

Banking 130

Banking Retail Math Management 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

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So for a taxable investor, hedge funds generally aren’t tax efficient. It’s part of their own tax planning. RITHOLTZ: David So foundations, endowments.

Management 130

Management Investing Investments Government 130

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. You have the liquidity, the tax efficiency, the transparency.  . Transcript: MiB: Luis Berruga, Global X ETFs. I was already an investor in ETFs at that point in time.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. It’s much deeper than math.  The transcript from this week’s, Ramit Sethi on Living Richly , is below. RITHOLTZ: Right. Remember, she was about to divorce him.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JUNE 23, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s sort of like math with dollar signs attached to it. If you’re in a high tax state, how are you looking at the muni markets these days? I really like it. Maybe give it a shot.

Portfolio 130

Portfolio Marketing Marketing Banking 130

The Big Picture

JULY 1, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I took a lot of math classes. I couldn’t give up math in computer science. So I think they, but the 00:52:14 [Speaker Changed] Taxes are much higher, so you pay for it.

Investing 147

Investing Investments Consulting Insurance 147

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. Right, right.

Investing 147

Investing Investments Retirement Management 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 Taxes 173

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. 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.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy.

Management 278

Management Assets Portfolio Marketing 278

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. So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade.

Assets 299

Assets Clients Investing Investments 299

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. And you go through what the endowment is invested in, and there are a few sites that do this because they have to do tax filings. So it’s all available.

Assets 285

Assets Investing Investments Management 285

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses.

Portfolio 130

Portfolio Investing Investments Numbers 130

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.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. You give out 5%.

Investing 130

Investing Investments Clients Numbers 130

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. You mentioned the most important use case, which is tax management, also tax transition if you’re moving from one provider to another and you wanna manage your tax in the transition.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

SEPTEMBER 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. Whenever I see, you know, a groundbreaking where some giant company comes in with all these tax abatements, we start with Foxconn in Wisconsin, turned out to be a bust.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. He had been a tax lawyer.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That includes all of its changes in its property taxes, it’s, it’s depreciable life for the improvements of the assets. This is Masters in business with Barry Ritholtz on Bloomberg Radio.

Banking 147

Banking Marketing Marketing Investing 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 Banking Management Marketing 147

The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. I started out math and, and physics, and in high school I was a rock star in math and physics. He went through the math and I’m like, wow, that’s a great return.

Portfolio 147

Portfolio Banking Portfolio Management Management 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. My mom was a math teacher so — RITHOLTZ: Okay. You can argue they’re — RITHOLTZ: A more tax efficient than that? ASNESS: More tax efficient dividend.

Valuation 173

Valuation Numbers Investing Investments 173

The Big Picture

AUGUST 23, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. How many do you have in your fleet?

Government 321

Government Banking Numbers Investing 321

The Big Picture

MARCH 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You sit in a room all day doing tax returns or something, it’s just not, you know, that it seemed antisocial. Wasn’t the Excel spreadsheet error, which changed their math.

Economy 147

Economy Taxes Budgeting Government 147