Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

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. We’d love some diversity.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JUNE 20, 2023

This wasn’t a mom-and-pop investment. It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. That’s a real estate investment trust that is a Blackstone entity. Today, that’s changed. How is that working out?

Insurance 143

Insurance Healthcare Retail Medicine 143

David Nelson

MARCH 6, 2023

Make no mistake, both sides are in this for the long haul, and the battle to control your investment dollars is only going to get bigger. We can debate the pros and cons of ESG, but when it comes to investing, the goal is to make money for the beneficiaries. Do the Math! The numbers aren’t small.

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52