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

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.

Banking 141

Banking Economics Economy Business Planning 141

Carson Wealth

FEBRUARY 5, 2024

By my math, there have been 57 Super Bowls and 22 different winners. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. In fact, the only time stocks were lower was in 2015, when the full year ended down by 0.7%, so virtually flat.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases.

Assets 286

Assets Clients Investing Investments 286

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?

Management 130

Management Investing Investments Government 130

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. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I love statistics.

Clients 286

Clients Wealth Management Investing Investments 286

The Better Letter

OCTOBER 20, 2022

To do math, neither maturity nor knowledge of human nature and experience are required. However, as the financial services commercials take pains to point out (as the SEC requires), past performance is not indicative of future results. Make sure you’ve got your math correct.

Math 79

Math Numbers Banking Medical 79

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. 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. And at the same time, the dot com bubble collapsed.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. So this is the math that I applied. So we like to win.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. It’s like the first couple years of going into financial services, it’s boot bootcamp. It’s a tough where you to go. It’s not fun.

Taxes 268

Taxes Banking Clients Management 268