Clever Girl Finance

NOVEMBER 16, 2022

Even if you earn $10 a week, that's $520 in a year! Some jobs come with amazing perks. There are many reasons that you may be in need of cash and unable to pay bills. This post contains affiliate links to brands we trust. Please see our disclosures for more information. Everybody: There’s no such thing as free money.

Accounting 86

Accounting Budgeting Banking Taxes 86

The Big Picture

JANUARY 24, 2023

My grandfather and grandmother had a store for 30 years in Detroit called Albert’s where they sold women’s clothes, and we had been built into a chain by my dad and my uncle. The business school, I was only 21 years old, I was like the age of a college senior and I didn’t think I was learning anything. That’s great.

Investing 257

Investing Investments Numbers Banking 257

The Big Picture

JANUARY 9, 2024

I, I did win a prize for having the highest GPA, so there’s like a technical sense, but not the most technical sense. It’s like a little embarrassing to say that you, Matt Levine : 00:03:02 Well, the old joke is, How do you tell if someone went to Harvard? And then like you can spend your second year summer at a law firm.

Retail 130

Retail Banking Math Management 130

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. After three years I decided I don’t love payments enough to continue to do consulting and m and a and payments. Elizabeth Burton : Hi Barry. Thank you for having me. That is quite a resume. Top 40 under 40.

Assets 141

Assets Management Portfolio Investing 141

The Big Picture

MARCH 5, 2024

00:00:15 [Barry Ritholtz] This week on the podcast, I have a fascinating and extra special guest. I wanted to play football really at the highest level I could. 00:01:59 [David Snyderman] I don’t know why I thought I could, but I definitely thought I could at the time and so I wanted to play at the highest level possible.

Banking 141

Banking Portfolio Assets Investing 141

Brown Advisory

AUGUST 14, 2023

Over just the past three years we have witnessed unintended factor risks and opportunities manifest across the market due to COVID-19, meme-stocks, inflation, interest rates, the ongoing war in Ukraine, the European energy crisis, the “value-rally” in 2022, the U.S. We have seen these factor risks play out many times. Source: Bloomberg.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

MAY 9, 2023

He’s been with Goldman for 25 years and helps oversee over $2.5 I graduated college, realized I needed to get a job. But in the UK, when you qualify as a chartered accountant, first of all, you have to complete your three years training. So people these days want to change job after a year, 18 months.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

OCTOBER 17, 2023

So a big part of the thesis, which we sort of started, you know, around one year in, after getting the kind of the basis right, was how do you treat this was, this was in agricultural systems, so how do you treat disease, when do you treat, and how much is it gonna cost? The firm runs about $34 billion.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

JANUARY 1, 2023

We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015. We invested in five new companies during the year which was the most since 2018. Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

DECEMBER 28, 2022

But old Wellington was not really a great and interesting place. The assets were going down year by year by year. You would have guessed, had you known that a balanced fund, the stock and bond portfolio was going to do a lot better than just the pure stock funds over the next 16 years. It was a balanced portfolio.

Management 177

Management Investing Investments Clients 177

Clever Girl Finance

SEPTEMBER 19, 2023

That being said, it’s important to prioritize paying it off so you can focus on your other goals. The good news is that if you have the right mindset and you use these tips, you’ll understand how to pay off credit cards fast. What is the fastest way to pay a credit card bill? Preventative Medicine.

Budgeting 74

Budgeting Planning Financial Planning Accounting 74

Good Financial Cents

APRIL 14, 2023

This might sound disturbing, but this was actually far better than a survey CNBC reported on a few years ago that nearly 70% of Americans had $1,000 or less in savings. Refinancing your student loan allows you to save money and pay off your debt faster. Selling Sneakers 15. Pay Off Your Student Loans 19. Ads by Money.

Communication 90

Communication Investing Investments Accounting 90

The Big Picture

JANUARY 16, 2024

What were your first few jobs after school like? I started off as an analyst and I worked, initially, my first two jobs were with syndicators, essentially in a, in a business that doesn’t exist anymore. And then also one of my primary jobs was to help capitalize it and find financing for it. I like architecture.

Assets 258

Assets Investing Investments Management 258

Carson Wealth

DECEMBER 26, 2023

One year ago last week, we moved to overweight equities, and we’ve been there ever since. In fact, the S&P 500 is up a very impressive eight weeks in a row currently, the first eight-week streak in about six years. For most of this year, market analysts continually emphasized that only seven stocks were going up. on average.

Marketing 89

Marketing Marketing Investing Investments 89

Sara Grillo

JUNE 12, 2023

Let’s look at the policy in the 25 th year. Source: KB Financial/Veralytic In the 25 th year of this insurance illustration: There is no longer a premium due. Source: KB Financial/Veralytic In the 25 th year of this insurance illustration: There is no longer a premium due. But you have to ask for it.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

NOVEMBER 8, 2022

And I thought, well, if this is where — this is where — the guy who’s got to the top at Oxford list, I’m going to go and get a job in the city of London. We were sort of doing our job. And we were really just ramping up for the next couple of years. CHANCELLOR: I thought about it. CHANCELLOR: Yes, December.

Banking 141

Banking Valuation Economy Investing 141

The Big Picture

JULY 18, 2023

You start out spending five years at Ernst & Young doing hedge fund accounting. WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

DECEMBER 14, 2022

Blackstone has been in this space for over 30 years, according to their 10-K filings, their opportunistic fund is up 16 percent a year over those 30-year periods. But so much, of course, for all of us probably comes back to those formative years with our families. MCCARTHY: Pay off student loans. RITHOLTZ: Sure.

Assets 152

Assets Investing Investments Portfolio 152

Good Financial Cents

JULY 6, 2023

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Investing 98

Investing Investments Accounting Certification 98

Sara Grillo

MAY 23, 2022

They won’t tell me any of the information that’s important to me without taking control of my $3MM and charging me $30,000 a year. For him, DIY investors on path to retiring in 5 years How do I want to serve? Find out by listening to the show. For those of you who are new to my blog/podcast, my name is Sara. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

DECEMBER 6, 2022

I would be forever thankful to the guys at Morgan Stanley because they gave me the first opportunity to work, to get a full-time job in the U.S. You’re now just about $40 billion in a very challenging year. Sure, most of the industry are passive giant ETFs from the likes of Vanguard and BlackRock and State Street. BERRUGA: Yeah.

Clients 152

Clients Investing Investments Management 152

The Big Picture

SEPTEMBER 5, 2023

He is founder and CEO of Miller Samuel, where he has been covering the real estate market for the better part of 40 years. And it’s been since ’86 that we’ve been appraising property about five billion a year in Manhattan. . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Sales 130

Sales Numbers Taxes Marketing 130

The Better Letter

JANUARY 11, 2024

She was a champion of the old religion when a new, more radical faith was insinuating itself within the educated and upper classes, threatening the traditional Catholic order in England. Henry married Anne – and it wasn’t Hal who ended up dead within a year (he lived 14 more). And he did what he wanted anyway.

Economy 95

Economy Economics Math Banking 95

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. 2022 was certainly a challenging year for a lot of the hedge fund industry and it really separates the winners from the also-ran. WEINSTEIN: I was doing double duty my senior year.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. RITHOLTZ: So what was your first job there? BERNSTEIN: So truth be told, I actually lied about my age to get my first job — RITHOLTZ: Get out of here. BERNSTEIN: — because back then you could ask people how old they were.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

DECEMBER 12, 2023

a year since 1989. Morningstar named him the domestic Fund manager of the year. You fell in love with investing as an 8-year-old. Also, Barry Ritholtz : 00:03:06 [Speaker Changed] She brings you in as an 8-year-old to help her out. Many years ago. The s and p 500 has underperformed his fund by 3.7%

Management 258

Management Investing Investments Retail 258

Sara Grillo

SEPTEMBER 26, 2022

So I think the bottom line is they haven’t proven themselves, certainly recently, but over the years that they have the ability to do that in an impartial way, so that’s my short version of… No, I don’t think they should be involved. What is your opinion? Robert will be on the “for” team. Scott Salaske of Firstmetric.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 4, 2023

KENCEL: — in a period of probably five years. RITHOLTZ: And they just keep a stack of all their old ones. KEN KENCEL, PRESIDENT & CEO, CHURCHILL ASSET MANAGEMENT: Thanks so much, Barry. Great to be here and I love the format. It’s fantastic. RITHOLTZ: Oh, well, thanks so much for coming. KENCEL: Right. KENCEL: Yeah.

Banking 141

Banking Management Investing Investments 141

The Big Picture

JUNE 20, 2023

RITHOLTZ: (LAUGHTER) MORGENSON: And I got the job because I could type more than 35 words a minute. MORGENSON: It was the only job I could get. Of course, the silence from my job applications to the “New York Times” to Daily News, you name it, the silence was deafening. I mean, 10 grand a year is nothing. RITHOLTZ: Right.

Insurance 141

Insurance Healthcare Retail Medicine 141

Good Financial Cents

APRIL 26, 2023

The Top 15 Best Low-Risk Investments With The Highest Returns: Zero Risk Investments Seriously, this is free money. In recent years, great platforms like Fundrise have popped up and “democratized” access to real estate investments. Other options could take some additional learning or planning on your part.

Investing 98

Investing Investments Insurance Certification 98

The Big Picture

APRIL 11, 2023

To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. We can go for a number crunching degree, have a number crunching job. He said, oh, dean of valuation, it’s easier to say. DAMODARAN: Exactly.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

FEBRUARY 7, 2023

He’s at Lazard Freres for seven, eight years, and then sometime later writes his version of Liar’s Poker, which is a history of Lazard Freres. You did this for 17 years. So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. He is one of the co-founders of Puck.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

NOVEMBER 21, 2023

He’s been in doing this for about 20 years. I’m 52 years old, so it was 19, you know, early eighties. I was gonna have to pay for college. So I had a job. Brad Gerstner is a founder and investor in technology startups. His firm, altimeter Capital, runs over $10 billion. 00:04:10 Right.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. What I just try to do is do a really good job wherever I’m doing when I’m doing it and figure that that will just create good options for me going forward.

Management 282

Management Investing Investments Economy 282

Brown Advisory

MAY 16, 2016

This year, for the first time, the meeting was webcast, so in-person attendance declined a bit from the record 45,000 at the 50th anniversary meeting in 2015. This year, for the first time, the meeting was webcast, so in-person attendance declined a bit from the record 45,000 at the 50th anniversary meeting in 2015. Berkshire Hathaway.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

OCTOBER 31, 2022

I actually left active professor in July of 2021, after 45 years of teaching at Wharton. I had taught four years in University of Chicago before that. So 49 years of university teaching. So you have a 20-year relationship with “Stocks for the Long Run,” as well as with Professor Siegel. RITHOLTZ: Sure.

Numbers 141

Numbers Investing Investments Marketing 141