Random Roger's Retirement Planning

DECEMBER 3, 2024

There was an article on LinkedIn (via Abnormal Returns) by Victor Haghani that dug into the math working against leveraged ETFs. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice.

Math 52

Math Portfolio Retail Clients 52

Random Roger's Retirement Planning

MARCH 18, 2025

The factors that drift up toward the top of table seem fairly consistent which is useful information. And checking in on the GraniteShares YieldBoost SPY ETF (YSPY) that sells put spreads on a levered S&P 500 ETF; Yes, that is a rough start, clearly, but interestingly the math checks out. YSPY sells put spreads on a 3x fund.

Marketing 52

Marketing Marketing Math Portfolio 52

Random Roger's Retirement Planning

JANUARY 6, 2025

If that money is in an IRA, that is going to change your math considerably due to having to withdraw all of that inherited IRA within 10 years. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Mr. Money Mustache

FEBRUARY 25, 2025

Its just basic math. So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. But it does mean that we should expect our future income from buying them at todays higher price-to-earnings ratio should be lower than if we could get them on sale.

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. Tell us a little bit about why you did that, which turned out to be the right call, and how you shared that information with your readers.

Investments 144

Investments Investing Retirement Management 144

The Better Letter

JANUARY 2, 2025

Even the Fed itself, with more and better information than anyone, can’t predict what interest rates will do. For example, Michael Moore, famous for being one of the few people who predicted Donald Trump’s election win in 2016, confidently declared that Mr. Trump would not win again in 2024 ( Do The Math: Trump Is Toast ).

Management 106

Management Marketing Marketing Economics 106

The Big Picture

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? I, you know, I, I do do the math when I, when I do some of my, my chats with the younger folks on the, on the team and I say, okay, real growth inflation term premium, you see this thing, it’s been zero or negative for the last 15 years.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? I know that sounds silly and, and obviously in the G seven or G 10 you get a lot more information than you would in, but you know, some weird emerging market country. Absolutely. It’s obviously a function of monetary policy.

Numbers 144

Numbers Investments Investing Economics 144

Random Roger's Retirement Planning

APRIL 30, 2025

I say that because the math in most simulations and with several IRL clients, is they die with a lot of money leftover. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice.

Retirement 40

Retirement Retirement Planning Portfolio Planning 40

Random Roger's Retirement Planning

FEBRUARY 23, 2025

Do the math, it would be a fantastic long term result but very difficult to pull off. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. Maybe the model providers don't really want their models to differentiate.

Math 52

Math Portfolio Taxes Clients 52

WiserAdvisor

JUNE 26, 2025

So, before you mark your last day at work, make sure you’ve done the math on this piece. For additional information on retirement planning strategies that can be tailored to your specific financial needs and goals, visit Dash Investments or email me directly at dash@dashinvestments.com.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

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 Investments Investing Management 130

Carson Wealth

APRIL 28, 2025

The math is just Earnings * (Price / Earnings) = Price, since the Earnings parts cancel. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Its a way of getting a stock index price forecast by breaking it into two important pieces.

Marketing 78

Marketing Marketing Economy Manufacturing 78

WiserAdvisor

JUNE 27, 2025

Outliving your savings Here’s the math: the earlier you retire, the longer your savings have to last. For additional information on retirement planning strategies that can be tailored to your specific financial needs and goals, visit Dash Investments or email me directly at dash@dashinvestments.com. Retiring at 55?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Random Roger's Retirement Planning

NOVEMBER 22, 2024

The way Portfolios 1 and 2 are weighted, the math works for being a 60/40 portfolio and then from there we add portable alpha/capital efficiency/return stacking. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice.

Portfolio 52

Portfolio Math Assets Clients 52

The Better Letter

MARCH 18, 2025

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 We live on “a hurtling planet,” the poet Rod Jellema informed us, “swung from a thread of light and saved by nothing but grace.” quintillion.

Numbers 76

Numbers Marketing Marketing Medicine 76

Random Roger's Retirement Planning

FEBRUARY 10, 2025

Simple math, it looks like the carry index has compounded at less than 3%. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. The red line for T-bills is price only.

Math 52

Math Management Portfolio Taxes 52

FMG

JUNE 13, 2025

Offering a no-pressure, information-rich seminar positions you as a helpful expert rather than a salesperson. Advisors use this quirky holiday as an excuse to invite client families for pizza and math-themed activities. Attendees leave feeling more secure and often more loyal to the advisor who prioritized their safety.

Education 52

Education Food Clients Retirement 52

Random Roger's Retirement Planning

JULY 13, 2025

Dialing in expected expenses, adding a buffer in case you underestimate and then doing the math on expected income sources makes far more sense. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. I can't believe it.

Retirement 59

Retirement Math Numbers Taxes 59

The Big Picture

FEBRUARY 17, 2025

I thought this conversation was really informative and fascinating and I think you will also, with no further ado, aerial investments. And I did a lot of options math, which I thought was interesting. And so needing to be creative with how you get information, it’s almost like being a detective in some ways.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue. But I believe that certainly at this point in time, the human capacity to ingest a mosaic of information and to make the right decision is superior.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

The Better Letter

JULY 19, 2025

None of us wants to end up on the wrong side of maybe (or, as math geeks would have it, the wrong side of variance). I rode my bicycle freely, played baseball across town, and explored the woods “down at the creek” (pronounced “crick”), all without informing my parents of my whereabouts. Thus, the index mindset.

Math 76

Math Investments Investing Distribution 76

Harness Wealth

MAY 12, 2025

These forms are designed to capture the necessary information for state income tax calculations, deductions, and credits. Following a step-by-step process helps ensure that all necessary information is gathered, the correct forms are used, and calculations are accurate. Registration does not imply a certain level of skill or training.

Taxes 52

Taxes Electronics Tax Planning Compliance 52

The Big Picture

JULY 7, 2024

That’s not even math. Paxton, to her great credit (/sarc), apparently has sufficient smarts to understand that seasonally adjusted data should be the focus. Baby steps. You sent reporter Michael Hiltzik data from 2023 to show that fast-food employment is up. The wage hike took place Apr 1 2024. That’s just being able to read a calendar.

Food 337

Food Math Numbers Media 337

The Big Picture

FEBRUARY 17, 2023

Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. He previously served roles as Chief Information Officer, as well as Chief Investment Officer. trillion in assets.

Math 284

Math Advertising Food Retail 284

The Big Picture

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You need more information. But is that where we generate the highest ROI?

Math 268

Math Retirement Portfolio Economy 268

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. To be a successful investor you need to possess a number of different traits.

Math 263

Math Advertising Financial Advice Assets 263

Random Roger's Retirement Planning

OCTOBER 26, 2024

First, is the math right based on my numbers? The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. If we guess just 2 billion people, and that is just a guess, and divide that into the 15.2

Math 52

Math Portfolio Numbers Taxes 52

A Wealth of Common Sense

MAY 8, 2024

Today’s Animal Spirits is brought to you by Simplify ETFs: See here for more information on Simplify’s suite of active-income solutions!

Math 104

Math Food 104

Alpha Architect

DECEMBER 29, 2023

Good risk management can be described as a balancing act that employs the first principles of investing, lessons from history, behavioral psychology, a little math, and even our imagination in service of our objective: to detect and defend against the risks we can foresee and fortify our portfolios against those we cannot.

Math 107

Math Risk Management Portfolio Management 107

The Big Picture

FEBRUARY 10, 2023

Openings increased the most in Leisure & Hospitality and decreased the most in the Information sector. Business Insider ) • Stop treating unemployment as a necessary evil to curb inflation : An economist explains why it’s time to rethink popular assumptions about layoffs. ( Rieder helps to manage $2.5

Math 167

Math Engineering Manufacturing Investments 167

Random Roger's Retirement Planning

NOVEMBER 6, 2023

It's been a while since this sort of thing was relevant for my day job so something could have changed, weeklies didn't exist for example, but if my math is correct then it was way over exposed which would account for last week's decline in the fund price. Please leave a comment if I did the work incorrectly. Diversify your diversifiers.

Math 105

Math Education Accounting Taxes 105

The Irrelevant Investor

MAY 8, 2024

Today’s Animal Spirits is brought to you by Simplify ETFs: See here for more information on Simplify’s suite of active-income solutions!

Math 73

Math Food 73

Integrity Financial Planning

FEBRUARY 3, 2023

Next, let’s face it, not all of us are exceptional when it comes to math. Taxpayers should always confirm that their math is correct, as this is one of the most common mistakes made when filing. [1] 1] Be Careful Be cautious while entering information from your W-2s and forms alike. 6] Double-Check! 6] Double-Check!

Taxes 82

Taxes Math Accounting Numbers 82

Cornerstone Financial Advisory

JANUARY 8, 2024

The content is developed from sources believed to be providing accurate information. Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Please consult your financial professional for additional information.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Popular Information ) see also Is Partisanship Driving Consumer Sentiment? What explains this discrepancy?

Insurance 130

Insurance Math Economics Economy 130

MazumaBusinessAccounting

JUNE 29, 2020

It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. It identifies landmarks, turning points, and other important information to help you smoothly navigate your journey.

Math 83

Math Accounting Medical Budgeting 83