Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. But as we said before, past performance does not guarantee future performanceand its always worth considering your portfolio based on your own goals, needs, and risk tolerance. or Europe).

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

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. BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I was econ and kind of geeky.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

MAY 13, 2025

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. I think we could ballpark it closer to $2 trillion. And I think the focus on cost has been relentless.

Clients 130

Clients Investing Investments Management 130

The Big Picture

MAY 9, 2023

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. I didn’t know what any of these terms meant. RITHOLTZ: — than a family office.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. Poverty, sustenance poverty is a roof over your head, food on your table, reasonable healthcare, it’s a sustenance, the ability to sustain yourself. BRYANT: So money, unlike math, money is highly emotional. I started seeing the muffler shop as a business.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

AUGUST 22, 2023

So the granddaddy of this in my field is when you are setting up a portfolio for an investor, “Hey, tell us about your risk tolerance. It’s a power law, this is very slightly technical for yours truly, the English major, not technical for you, the math guy. But let’s stick with happiness. Are you aggressive?

Economics 245

Economics Media Government Numbers 245