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. They have each other’s phone numbers. trillion in assets.

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Math Advertising Food Retail 287

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. Buffett won).

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Math Numbers Management Investing 245

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

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Financial Planner Financial Advisor Taxes Math 246

The Big Picture

JUNE 24, 2023

To be a successful investor you need to possess a number of different traits. 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. (

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The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

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Investing Investments Portfolio Valuation 159

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.

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Math Retirement Investing Investments 144

Random Roger's Retirement Planning

OCTOBER 26, 2024

That number is from a Bankrate article I found on a Google search. I'd be curious to hear if anyone else does the same search and finds a different number of lost coins. First, is the math right based on my numbers? That roughly two million Bitcoin is actually more than 10% because approximately 3.8

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Math Portfolio Numbers Taxes 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? The performance numbers reveal this is a terrible trade-off for the average retail investor. Chart after the jump ).

Math 186

Math Financial Planning Assets Retail 186

Validea

JUNE 16, 2025

We dive into the numbers, examine the some of the portfolio stock selections, and offer guidance on what type of investor each strategy may suit best. Benjamin Graham – The Deep Value Purist Graham’s approach, considered the bedrock of value investing, focuses on balance sheet strength and low valuation. Kinsale Capital ( KNSL ): +21.0%

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Valuation Risk Tolerance Math Portfolio 52

Darrow Wealth Management

APRIL 21, 2025

If you wait until age 59 1/2 to take money out of a Roth IRA and have passed the more than five years holding period, then your investment earnings and growth will also be tax-free! Before deciding to keep your 401(k) for the long term, make sure you are happy with the investment options, plan fees, services, etc.

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Retirement Retirement Planning Taxes Accounting 54

The Irrelevant Investor

FEBRUARY 27, 2019

One of the more unsettling realities of investing is that we cannot rely on data from the past to guide us in the future. It's important that investors learn about market history and have a basic understanding of math, but beyond that, less might actually be more. In Enough , Jack Bogle wrote: Numbers are not reality.

Numbers 52

Numbers Math Marketing Marketing 52

Random Roger's Retirement Planning

NOVEMBER 6, 2023

My process here for the notional values was that the multiplier is 100 so a put struck at 4100 would hedge $410,000 worth of stock, so then I just multiplied the dollar amount by the number of puts. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Math 105

Math Education Accounting Taxes 105

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. Businessweek ) but see With cash earning 5%, why risk money on the stock market? With the 10 year at 4.2% 1987 Crash 3.

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Insurance Math Economics Economy 130

Clever Girl Finance

FEBRUARY 6, 2023

The term personal finance ratios might be giving you flashbacks to math class. In mathematical terms, a ratio is essentially a way to compare two numbers to each other. Since personal finance is all about numbers, that can come in handy in many ways! However, their value tends to fluctuate more so it’s not a stable number).

Numbers 105

Numbers Assets Retirement Budgeting 105

The Big Picture

MAY 7, 2025

For more info, see: Professional website Bio Masters in Business At the Money: ( For better investing, manage your behavior ) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. And so I realized I was going to have to invest and save for my own retirement.

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Asset Allocation Medical Assets Management 146

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. What is it? stock market.

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Marketing Marketing Taxes Economics 98

Random Roger's Retirement Planning

JANUARY 6, 2025

My 64 and 2 month number is $3049 which is where I get the $1524.50 number for her. If you will pull an income from an investment portfolio, what could go wrong? 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.

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Retirement Retirement Planning Insurance Medical 52

Mr. Money Mustache

FEBRUARY 25, 2025

Its just basic math. Theres one common theme in the big tech company boom right now: recent advances in AI have surprised the business world as software is suddenly able to display human-like reasoning in a rapidly growing number of fields. But what about other investing options? Now back to the stock market. 4.3% – 5.3%

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Marketing Marketing Sales Portfolio 66

Good Financial Cents

JUNE 25, 2023

That makes it very different from the US dollar, and it comes with unique risks that could make Bitcoin a good or bad investment, depending on your unique investment goals. If you’re looking into cryptocurrency for the first time, you may be wondering, “can I start by investing $100 in Bitcoin?”

Investing 76

Investing Investments Accounting Commission 76

WiserAdvisor

JUNE 27, 2025

It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. They max out a 401(k), skim through Social Security rules, maybe even dabble in stocks, but when retirement day approaches, they realize their savings, insurance, or investment mix just doesn’t add up. Start planning early.

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Retirement Planning Retirement Planning Taxes 59

The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. She has had a number of different positions within PIM, including managing their flagship core real estate fund. But in those days, there were very tax driven investment.

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Assets Investing Investments Management 263

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

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Clients Wealth Management Banking Investing 296

Carson Wealth

FEBRUARY 22, 2023

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. Just think of the numbers. People are living longer these days, and that number is only going up.

Retirement 98

Retirement Taxes Planning Math 98

Clever Girl Finance

JUNE 28, 2023

Leveraging the best compound interest investments is essentially a way for your money to make money. These investments are widely recognized as one of the most powerful tools for growing money over the long term. Table of contents 9 Best compound interest investments Expert tip What is compound interest? Even better?

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Investing Investments Accounting Certification 63

Clever Girl Finance

JANUARY 29, 2023

Knowing your net worth and the averages can help you understand if you are saving and investing enough to reach your goals. Increase net worth in your 30s Some good ways to increase your net worth in your 30s include contributing to retirement and investments because right now they have a long time to grow. Rowe Price.

Budgeting 119

Budgeting Retirement Assets Education 119

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

Math 130

Math Management Insurance Assets 130

Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. With more normal scenarios, really crunch the numbers with your accountant. Some goal, your number, is fine to shoot for but whatever you end up with is your reality. They want you to know.

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Numbers Taxes Retirement Accounting 98

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

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Investing Investments Startup Accounting 246

Validea

JUNE 14, 2023

The Math Behind the Growth Let’s take a step back and think about what it would take for a company like Apple to reach a $10 trillion market cap. One, it highlights the importance of a long-term investing approach. While investing in a potential $10 trillion company may be enticing, remember the fates of AT&T and GE.

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Math Accounting Marketing Marketing 109

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

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Assets Management Portfolio Investing 146

Random Roger's Retirement Planning

FEBRUARY 29, 2024

The simple 40 year trade for bonds of "number go up" is finished and as a matter of math, can't be repeated. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. That just isn't the reality.

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Marketing Marketing Math Portfolio 95

Harness Wealth

APRIL 30, 2025

The people who undergo an audit have been selected due to a number of red flags that the IRSs computer-based system has detected. Common mistakes that can trigger an IRS audit There are a number of key red flagsranging from mistakes made on tax returns to specific financial circumstancesthat can attract IRS scrutiny.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. They do a number of things at Diamond Hill that many other investment shops don’t. Kind of unique.

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Investing Investments Valuation Management 146

Random Roger's Retirement Planning

JUNE 30, 2024

We've gone over the math before that starting as late as 55 can catch a lot of the way up if they can afford to save a very high percentage of their income. Obviously you can discount those numbers if you expect lower returns going forward. I realize that not every undersaved 55 year old can do this but some can.

Retirement 75

Retirement Math Taxes Accounting 75

Clever Girl Finance

APRIL 22, 2025

Baby products and child care Healthcare Education Technology Food and drinks, groceries Repairs Finance Legal Pets Cleaning Digital Marketing Beauty industry Funeral services Real estate investing 14 Recession-proof businesses to consider Based on the list of the above recession proof industries, let’s go over some actual business ideas.

Economy 68

Economy Food Healthcare Economics 68

Random Roger's Retirement Planning

DECEMBER 17, 2023

What income sources do you have like SS, investment account or anything else? Do the bottom up work, it won't take long, to figure out some real numbers. Simple math is that this person needs to save $23/yr to come up with that additional $350,000. But simple math tells you that adding $5000/yr likely won't cut it.

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Retirement Math Insurance Accounting 75