The Big Picture

MAY 9, 2024

TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. The dumbest idea ever!

Media 336

Media Taxes Math Investments 336

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 (..)

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

The Big Picture

MAY 1, 2023

Barron’s ) • The Bear Market’s Survivors Share Their Biggest Lessons : With the S&P 500 in the longest bear market since 1973, individual investors maneuver differently from just months ago. But most of all, it was just simple maths according to Druck. The easy part is over. The first was don’t lose money.

Math 288

Math License Economy Numbers 288

A Wealth of Common Sense

JUNE 20, 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. You also need a deep understanding of financial market history from booms to. You also need a deep understanding of financial market history from booms to.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

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. The rental market slowdown in finally reflected in inflation numbers Source: Apartment List Sign up for our reads-only mailing list here. Buffett won).

Math 245

Math Management Numbers Investments 245

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. You also need a deep understanding of financial market history from booms to busts.

Math 268

Math Advertising Financial Advice Assets 268

Mr. Money Mustache

FEBRUARY 25, 2025

As one reader recently asked me in an email: The market seems to be in a huge bubble right now due to all sorts of hype around Artificial Intelligence. To answer this question, lets take a closer look at our current somewhat unprecedented financial world and stock market. Now back to the stock market. Its just basic math.

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. The performance numbers reveal this is a terrible trade-off for the average retail investor.

Financial Planning 186

Financial Planning Math Assets Management 186

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. The return and principal value of investments will fluctuate as market conditions change.

Marketing 98

Marketing Marketing Taxes Economics 98

The Irrelevant Investor

FEBRUARY 27, 2019

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. In the 19 years from 1950 to 1968, the stock market took investors on a mostly serene walk down Wall Street.

Numbers 52

Numbers Math Marketing Marketing 52

Getting Your Financial Ducks In A Row

OCTOBER 31, 2022

The recent stock market activity has given us plenty of opportunities to experience extremes of emotion… but then again, you can pretty much choose any time period and make a similar statement. There’s no shame in admitting that factor – for a lot of us, math can be very tough. We Want Control… or Do We?

Math 113

Math Investments Investing Retirement 113

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. Part of where I am coming from on this is how terribly wrong the consensus has been on how to engage fixed income markets for such a long time. That just isn't the reality.

Marketing 95

Marketing Marketing Math Portfolio 95

Discipline Funds

MARCH 1, 2023

COVID created an incredible disequilibrium in the housing market where house prices surged 40%+ and rents are only just playing catch-up. If we assume that the market is remotely efficient then these prices should converge. Now that’s a bear market in real estate. And that’s where the math on renting comes into play.

Math 137

Math Numbers Sales Economy 137

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%

Insurance 130

Insurance Math Economics Economy 130

Darrow Wealth Management

APRIL 21, 2025

In working with clients, we use tools to simulate the impact of converting different amounts from an IRA or 401(k).

Retirement 56

Retirement Retirement Planning Taxes Accounting 56

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. The Cambria Tail Risk Fund was down a little over 2% last week and the Alpha Architect Tail Risk ETF (CAOS) was up 4%.

Math 105

Math Education Management Accounting 105

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! Money in a checking, savings, or also money market account is highly liquid.

Numbers 105

Numbers Assets Retirement Budgeting 105

The Big Picture

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. market volatility. Cheap stocks on the mend is a really interesting way to look at the market because essentially the market is saying, “Yeah, that stock is very, very cheap, but we think it’s probably too cheap.”

Investing 162

Investing Investments Portfolio Valuation 162

Validea

JUNE 14, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Imagine a world where a single company has a market capitalization of $10 trillion. For reference, Apple, one of the world’s most valuable companies as today, has a market cap of $2.8 With a current market cap of $2.8 times its current value. trillion.

Math 109

Math Accounting Marketing Marketing 109

The Big Picture

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. 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.

Clients 299

Clients Wealth Management Banking Investments 299

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.

Numbers 98

Numbers Taxes Retirement Accounting 98

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 74

Numbers Marketing Marketing Medicine 74

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

Integrity Financial Planning

JANUARY 23, 2023

You might have a generic 60/40 portfolio that you expected to cover the rest of your income needs but that possibly needs updating after recent market activity. 3] So, it’s easy math: the less you work, the less you’ll earn. Regardless, Social Security can provide a helping hand with your income.

Retirement 89

Retirement Math Retirement Planning Planning 89

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Assets 264

Assets Investments Investing Management 264

The Irrelevant Investor

NOVEMBER 20, 2021

These numbers, which felt crazy at the time, seem quaint compared to today. But on balance, this list, which had 84 members and $310 billion in market cap, is worth trillions of dollars today*. This number comes from Crunchbase , who just published a report showing that the number of newly minted decacorns hit a record high in 2021.

Math 52

Math Startup Numbers Valuation 52

The Big Picture

NOVEMBER 21, 2023

That companies were gonna scale faster, that there was gonna be a lot of information flow that you could extract out of venture into the public markets and vice versa. I had an appetite for both the public markets and the venture markets. I started thinking about public market investing.

Investments 246

Investments Investing Startup Accounting 246

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

Discipline Funds

MARCH 6, 2024

This meant that there was very little demand for debt and so increasing the supply of potential loans was like an apple cart salesman increasing the number of apples he sells with the hope that more supply would create its own demand. This is the basic math behind what’s happened to every consumer who owns these bonds.

Banking 119

Banking Government Economy Assets 119

Clever Girl Finance

JANUARY 29, 2023

Your assets include everything from the cash in your bank accounts to the value of your stock portfolios and the market value of anything tangible that you own such as a house or a car. If you own a lot of stocks, keep in mind that your exact net worth could vary depending on the stock market. Here are some major contributors.

Budgeting 119

Budgeting Retirement Assets Education 119

Clever Girl Finance

AUGUST 14, 2022

If you're in the market for a car , setting up a sinking fund a few months in advance will help to offset costs significantly. Intentional and meaningful spending on holiday gifts goes a long way over giving in to enticing holiday marketing from retailers, and your sinking fund can help you achieve that. What number of sinking funds?

Budgeting 105

Budgeting Accounting Medical Math 105

Clever Girl Finance

APRIL 22, 2025

Recessions can bring layoffs, reduced hours, and shrinking markets. They aren’t likely to get rid of the person who knows the numbers. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start!

Economy 69

Economy Food Healthcare Economics 69

Random Roger's Retirement Planning

JULY 8, 2023

That is difficult to pull off but if you do the math on that it shows long term outperformance. Having that much in asset classes that are intended to not look like equities should mean that the long term result won't look anything like the stock market. 75/50 seeks to capture 75% of the upside with only 50% of the downside.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

Your Richest Life

NOVEMBER 9, 2023

Here’s a look at some of the current factors that are impacting prices and availability: Big Purchase to Wait on: The Housing Market The housing market has been hit with a triple whammy that is making home shopping particularly difficult right now. That number fell to 1.6 The post In the Market for a Big Purchase?

Marketing 52

Marketing Marketing Budgeting Financial Planner 52

Mr. Money Mustache

MAY 20, 2022

In the three months or so since we last spoke, the world has become an entirely different place – at least for those of us who keep up with any sort of international, financial or stock market news. The bottom line is that the overall US stock market is down about 20% over the past three months. Data source: S&P market data.

Marketing 53

Marketing Marketing Retirement Investments 53

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.

Assets 147

Assets Management Investments Investing 147

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. I had the chance to be part of some very interesting transactions in the banking space.

Clients 162

Clients Investments Investing Management 162