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. Request an additional report paying only until age 70, since in retirement you are on a fixed budget and do not want outgoing payments.

Insurance 59

Insurance Math Financial Advice Compliance 59

The Big Picture

JULY 19, 2022

And I think that story still has some legs but sort of the key culprit then became demographics and retirement savers and the latest story now is in the sort of the one percent. And so, it’s very sort of, I don’t know, math oriented or algebra-oriented type of thing as opposed to great stories which drive most investment passions.

Investments 130

Investments Investing Valuation Portfolio 130

The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems. It’s much deeper than math. Do it my way.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 162

Clients Investments Investing Management 162

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money! What Passive Income is not.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

NOVEMBER 15, 2022

Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from.

Management 278

Management Assets Portfolio Marketing 278

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. RITHOLTZ: People will figure out.

Management 147

Management Recruitment Numbers Banking 147