Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. arstechnica.com) Schools that invested in Chromebooks are regretting the decision. awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce.

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Math Financial Advising Advertising Distribution 239

David Nelson

JUNE 20, 2023

Do the Math Let’s do the math. Even with that as a continued threat, evidence continues to mount that an ever-rising number of companies are starting to participate in the most hated bull market of my career.

Math 52

Math Marketing Marketing Economy 52

Abnormal Returns

OCTOBER 18, 2023

Podcasts Peter Lazaroff on what constitutes 'evidence-based investing.' awealthofcommonsense.com) The math on downsizing your house isn't working as well these days. peterlazaroff.com) Bogumil Baranowski talks with Brian Feroldi, author of "Why the Stock Market Goes Up." wsj.com) Nobody would build our current health insurance system.

Math 250

Math Insurance Retirement Taxes 250

Abnormal Returns

SEPTEMBER 18, 2023

standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. kitces.com) The structured note business is growing rapidly.

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Planning Financial Advice Wealth Management Math 243

Advisor Perspectives

AUGUST 2, 2023

Still, arriving at the best investment strategy is about more than simply doing the math; it also requires an appreciation of history and tail risks. Although past performance is never a guarantee of future results, it remains the case that stock-market valuations tend to outstrip bonds most of the time.

Investing 52

Investing Investments Math Valuation 52

Diamond Consultants

OCTOBER 10, 2023

These business owners also make it a mission to invest in the areas that are most important to the business—whether this means hiring new support team members or junior advisors to add capacity or opening an office in an untapped market.

Math 52

Math Recruitment Consulting Clients 52

Abnormal Returns

MAY 10, 2023

financialducksinarow.com) Retirement The math behind savings rates and retiring early. sciencedaily.com) Emotions are great, just not with your investments. (thisisthetop.substack.com) Charlie wants to be a neobank for seniors. techcrunch.com) Medicare Nothing about Medicare is simple. humbledollar.com) The ABCs of Medigap policies.

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Math Estate Planning Retirement Banking 228

Abnormal Returns

NOVEMBER 23, 2022

dariusforoux.com) Don't borrow money to invest. abnormalreturns.com) Investing Successful investing is boring. onveston.substack.com) Why 'Is now a good time to invest?' monevator.com) You can't invest if you don't save. marketwatch.com) Doing the math on an annuity in retirement. is the wrong question.

Math 147

Math Retirement Investing Investments 147

The Irrelevant Investor

JANUARY 1, 2018

billion in assets, has a target allocation of 50% to stocks and 28% to bonds, leaving the remaining 22% invested in things like real estate, private equity and other alternative investments. The post The Math Doesn’t Work appeared first on The Irrelevant Investor.

Math 40

Math Valuation Assets Investing 40

Wealth Management

DECEMBER 12, 2023

The Wall Street Journal examined the tricky math involved in valuing private real estate funds. These are among the must reads from the real estate investment world.

Math 100

Math Investing Investments 100

Abnormal Returns

NOVEMBER 13, 2022

(thediff.co) Rich people don't typically get rich on alternative investments. bakadesuyo.com) Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending." ofdollarsanddata.com) Personal finance is simple in practice. Harder in reality.

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Math Investing Investments Marketing 162

The Big Picture

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” And, it has the advantage of leaving your actual investments alone.

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Marketing Marketing Math Retirement Planning 296

The Big Picture

FEBRUARY 17, 2023

Here’s your investing playbook. 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. The stock market’s winners and losers will be different too. trillion in assets.

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Math Advertising Food Retail 281

The Big Picture

AUGUST 11, 2023

Bloomberg ) • From Pepperoni Math to Nepo Babies, Summer Is for Interns : Your first experience at work is not often forgotten. Previously, he worked under David Swensen at the Yale Investments Office, where he invested directly with three of Yale’s managers.

Math 245

Math Management Numbers Investing 245

Abnormal Returns

FEBRUARY 17, 2024

insidehook.com) Autos Higher income countries invest more in road safety. wsj.com) The math doesn't work: why air passengers can't carry on all their bags. abnormalreturns.com) There is no holy grail in investing. EVs How automakers and buyers got out of sync in the EV space. vox.com) Why autonomous vehicles are not here yet.

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Food Math Financial Advising Startup 217

Getting Your Financial Ducks In A Row

OCTOBER 31, 2022

The problem is that, in stock market investing, short term losses and gains are simply normal market activity, and we need to temper our emotions to keep things in perspective. On the other hand, other studies tell us that a guaranteed income from an investment is preferred over an assured return on investment over time.

Math 113

Math Investing Investments Retirement 113

Nerd's Eye View

NOVEMBER 30, 2023

While the expectation is often that investing in these solutions will enhance efficiency, advisor capacity, and margins without proportionally increasing costs, the reality is that they typically have a modest impact on profitability (with no more than an estimated 10% margin of improvement).

Math 179

Math Clients Financial Advisor Communication 179

The Big Picture

MARCH 23, 2024

link] • Large language models, explained with a minimum of math and jargon : Want to really understand how large language models work? link] Be sure to check out our Masters in Business this week with Liz Ann Sonders , Chief Investment Strategist at Schwab. She also sits on the Investment Policy Committee.

Math 180

Math Commission Insurance Government 180

Darrow Wealth Management

MAY 22, 2023

Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of investing extra money. Hold cash or invest? For those considering holding cash instead of investing, recognize that this strategy has risks too. 467% a month.

Investing 90

Investing Investments Accounting Wealth Management 90

The Big Picture

MAY 25, 2023

Regardless, I find DKE to be an incredibly useful tool that helps explain many of the individual errors we see in investing. Gaze, The Conversation, May 23, 2023 Math Professor Debunks the Dunning-Kruger Effect By Eric C. Perhaps its rise in pop culture is to blame).

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Math Investing Investments 315

The Big Picture

SEPTEMBER 10, 2022

That it was essential to success, not just in the arts, but science, business strategy and investing. KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Here are some of the most interesting things I found. (

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Math Wealth Management Accounting Media 303

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

Investing 52

Investing Investments Portfolio Compliance 52

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 77

Math Risk Management Portfolio Management 77

The Irrelevant Investor

JANUARY 22, 2021

How to find an edge when everybody can do the math The enigma that is inflation, and much more Listen here Investor Resources Bonds are for losers Smith Total Return Bond Fund Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube.

Investing 52

Investing Investments Math Management 52

David Nelson

NOVEMBER 27, 2023

Myth of the Elite 7 – Mega cap stocks were not the only path to success Challenging the Status Quo – Over-reliance on traditional investment mantras, in particular conventional wisdom surrounding the Federal Reserve has been an investment loser Reality Check – Lightning rarely strikes in the same place twice.

Investing 52

Investing Investments Math Management 52

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.

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Math Numbers Medicine Compliance 93

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( To be a successful investor you need to possess a number of different traits.

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Math Advertising Financial Advice Assets 260

Validea

JANUARY 25, 2023

By Justin Carbonneau ( @jjcarbonneau ) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. techniques in their investing process. I wanted to get their perspectives on ChatGPT and its implications for investing and beyond.

Investing 103

Investing Investments Communication Education 103

The Big Picture

FEBRUARY 10, 2023

Huddle Up ) Be sure to check out our Masters in Business interview this weekend with Rick Rieder , Chief Investment Officer of Global Fixed Income at BlackRock , Head of the Global Allocation Investment Team, and Senior Managing Director. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

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Math Engineering Manufacturing Investing 164

The Big Picture

JANUARY 17, 2023

While declining interest rates have been responsible for stock growth (at least at the extremes), interest rate changes don’t always determine our investment destiny. Fisher Investments ) but see also Mapping the Death of NYC’s Cheap Slice : Inflation is ratcheting up the price of pizza in New York City. What does though? CityLab ). •

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Startup Math Engineering Distribution 243

Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 01:58 – Why Michael wrote the book 04:11 – Is it better if the math or the finance comes first?

Assets 52

Assets Management Math Risk Management 52

The Big Picture

JULY 20, 2023

But just do the math: Would you prefer to give up 67 basis points (RWM’s dollar-weighted average fee is ~0.67%) or would you prefer to give up 30% of your gains PLUS pay an annual 0.79% fee for the TJUL ETF? My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 186

Math Financial Planning Assets Management 186

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.

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Math Education Management Taxes 95

The Big Picture

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( It’s how the world’s most valuable company built a better way of listening to Mozart and Beethoven.

Banking 154

Banking Math Distribution Investment Advisor 154

The Big Picture

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 143

Math Insurance Portfolio Management 143

Cornerstone Financial Advisory

JANUARY 8, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, September 6, 2023 6.

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Marketing Marketing Taxes Economics 84

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

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Investing Investments Clients Management 130