Walkner Condon Financial Advisors
JUNE 2, 2023
In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” Once women achieve their CFP® certification, the rate of relinquishment is extremely low.
The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. It was Mass Financial Services.
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The Big Picture
MAY 30, 2023
BRYANT: So money, unlike math, money is highly emotional. Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Right. BRYANT: Number two, money is emotional.
The Big Picture
MAY 9, 2023
And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. And again, I ended up in the financial services audit practice at KPMG. Samantha Danziger is my audio engineer, Atika Valbrun is my project manager Sean Russo is my researcher, Paris Wald is our producer. RITHOLTZ: Sure.
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?
The Big Picture
SEPTEMBER 12, 2022
I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. I’m talking about diversified financial services. BITTERLY MICHELL: It’s an engineering feat. My Audio Engineer is Justin Miller. I was econ and kind of geeky.
The Big Picture
JULY 4, 2023
Their mainstay financial services practice, which was banking and equities, fell off a cliff. Samantha Danziger is my audio engineer. And that might give me some insight functionally into what I wanted to do next. And I found once I joined them that I was actually just really good at what they were doing.
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