Abnormal Returns

NOVEMBER 9, 2022

evidenceinvestor.com) Aging Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending." (wealthfoundme.com) Bear markets affect different classes of investors in different ways. morningstar.com) Why news outlets don't like writing about index funds.

Math 278

Math Investing Investments Marketing 278

The Big Picture

MAY 25, 2023

Gaze, The Conversation, May 23, 2023 Math Professor Debunks the Dunning-Kruger Effect By Eric C. Griffiths Nature Human Behaviour, February 25 2021 See also : Debunking the Dunning-Kruger effect – the least skilled people know how much they don’t know, but everyone thinks they are better than average By Eric C.

Math 296

Math Investing Investments 296

The Big Picture

MAY 19, 2023

How bad at math do you need to be to think that it’s only 5 stocks driving this market? Only 5 stocks driving markets?! Then why are Equal-weighted indices doing so well? Equal-weighted Nasdaq100 up 17% since the June lows for the market because “it’s only 5 stocks”? Recession is inevitable?

Marketing 273

Marketing Marketing Math Assets 273

Abnormal Returns

NOVEMBER 13, 2022

bakadesuyo.com) Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending." (bestinterest.blog) How do you know when you have enough money to live your life? genyplanning.com) Nine steps to becoming a better negotiator. blairbellecurve.com) Simplify your financial life while you can.

Math 162

Math Investing Investments Marketing 162

Abnormal Returns

NOVEMBER 23, 2022

marketwatch.com) Doing the math on an annuity in retirement. (awealthofcommonsense.com) Why active management fails. peterlazaroff.com) Retirement 'Work longer' as retirement advice doesn't work for everyone. morningstar.com) Retirees now need to consider climate change when it comes to relocating.

Retirement 147

Retirement Math Investing Investments 147

The Big Picture

MAY 1, 2023

But most of all, it was just simple maths according to Druck. The easy part is over. 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. The first was don’t lose money. I don’t like to lose.”

Math 258

Math License Economy Economics 258

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Retirement 239

Retirement Retirement Planning Math Financial Planning 239

A Wealth of Common Sense

NOVEMBER 8, 2022

The most important skill in finance has nothing to do with math. Creating the best discounted cash flow models in the world won’t help you raise assets from prospective clients. No one really cares about your Microsoft Excel skills if you can’t explain what they’re good for.

Math 135

Math Assets Clients 135

The Big Picture

APRIL 16, 2023

Just a $20 Tip : The Brutal Math of Uber Eats and DoorDash Delivery drivers were hailed as pandemic heroes. Now it’s fighting back : The Netherlands’ most notorious conspiracy theorist is now in prison. ( Ars Technica ) • At FTX, Multimillion-Dollar Expenses Were Approved by Emoji : Report outlines control failures at the failed crypto firm.

Math 252

Math Taxes Government Investing 252

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. Most economic downturns hit lower-income Americans hardest, but this time is different. Here’s your investing playbook.

Math 281

Math Investing Investments Taxes 281

Abnormal Returns

MARCH 5, 2023

noahpinion.substack.com) Some math behind putting Social Security back on solid footing. (investmentnews.com) Vanguard on the growing popularity of the ETF. corporate.vanguard.com) Policy Most of America's big problems come from an inability/unwillingness to build stuff. morningstar.com) How to reuse the Operation Warp Speed model.

Investing 130

Investing Investments Financial Advising Math 130

Getting Your Financial Ducks In A Row

OCTOBER 31, 2022

Even though it’s been decided that it was politically incorrect, one popular baby-boomer who is now age 63 once admitted that math is tough (Barbie, of the doll fame, who actually admitted that “Math class is tough”). There’s no shame in admitting that factor – for a lot of us, math can be very tough.

Math 113

Math Financial Advisor Retirement Investing 113

The Big Picture

DECEMBER 12, 2022

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( The bond market certainly DID NOT see the pandemic-induced inflation coming. ( A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure.

Economy 292

Economy Math Portfolio Assets 292

Advisor Perspectives

SEPTEMBER 17, 2022

Ray Dalio came out with a gloomy prediction for stocks and the economy after a hotter-than-expected inflation print rattled financial markets around the globe this week.

Math 59

Math Financial Market Economy Marketing 59

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.

Math 147

Math Portfolio Insurance Investing 147

Advisor Perspectives

MAY 26, 2023

I was a math major in college. My favorite class was Probability and Statistics, taught by Dr. Wolcin. He warned us from the beginning that the final exam was the grandaddy of final exams—that it was really hard, and he would probably end up curving it.

Math 40

Math 40

Abnormal Returns

SEPTEMBER 17, 2022

barrons.com) Bond math looks a lot different from a year ago, let alone six months. Markets T-bill yields are approaching 4%. morningstar.com) Just how bad is the drawdown in the 60/40 portfolio this year? priceactionlab.com) Apple A look at the new iPhone 14s. daringfireball.net) The Apple ($AAPL) Series 8 Watch is all about health.

Financial Advising 130

Financial Advising Math Portfolio Economy 130

The Big Picture

SEPTEMBER 10, 2022

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. ( The Atlantic ). •

Wealth Management 278

Wealth Management Math Assets Accounting 278

Abnormal Returns

OCTOBER 4, 2022

calculatedriskblog.com) A doubling of the mortgage rates radically changes housing math. Markets Lumber prices are back down to pre-pandemic levels. theirrelevantinvestor.com) Risk parity funds have not avoided the market downturn. wsj.com) Check out the spike in volatility in the utility sector.

Financial Advising 130

Financial Advising Math Assets Economy 130

The Big Picture

MARCH 31, 2023

Bloomberg ) • Elusive ‘Einstein’ Solves a Longstanding Math Problem : And it all began with a hobbyist “messing about and experimenting with shapes.” ( New York Times ) Be sure to check out our Masters in Business interview this weekend with Ken Kencel , founder and CEO of Churchill Asset Management.

Banking 162

Banking Investment Advisor Assets Math 162

Nerd's Eye View

MARCH 21, 2023

And be certain to listen to the end, where Brenda shares how she always thought she wasn’t good with numbers but found she enjoys financial planning because she can combine her intuitive math skills with her love of working with people, educating, and having deep conversations that can impact the future of clients’ lives, how Brenda is (..)

Financial Advice 245

Financial Advice Financial Advisor Financial Planning Insurance 245

Mish Talk

NOVEMBER 11, 2022

Tron Ready to Aid FTX Math Doesn't Add Up I have a suggestion: Get the F out of Tron What About FTX Arena? An Illegal boost to TRX, BTT, JST, SUN, and HT? Big Boost to TRX? I do not see that spike in Tron. Am I looking at the wrong thing? Tron chart courtesy of CoinMarketCap. I am sure this is the #1 thing on everyone's mind.

Math 158

Math Assets Economics 158

The Big Picture

FEBRUARY 10, 2023

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. ( Vox ) see also If You Have to Have a Recession, Make It a Rolling One Mild slumps that ripple through the economy can slow inflation without putting too many people out of work.

Math 173

Math Investing Investments Taxes 173

Mish Talk

SEPTEMBER 26, 2022

In the strange math of the past two pandemic years, as different kinds of crime have spiked and plummeted, carjacking has made an alarming resurgence. Stolen cars used to be stripped down, with the parts sold for cash, he said. Now people are carjacked, and the cars are often found afterward, crashed or just left on the street. It’s a game.”

Insurance 255

Insurance Math Numbers Economics 255

The Big Picture

JANUARY 17, 2023

The joy of sets : Why won’t our artistic-literary establishment recognise that there’s mystery, beauty and humanity in maths? (up from 3.2% Wall Street Journal ) see also 5 unintended consequences of the EV revolution : EVs are going to change our cars — and how we drive. ( Prospect ). Longreads ) see also An Analysis of Deaths in U.S.

Startup 209

Startup Math Distribution Investing 209

Advisor Perspectives

NOVEMBER 17, 2022

The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” ” Welcome to the math chapter.

Wealth Management 40

Wealth Management Math Management 40

Mullooly Asset Management

JULY 28, 2022

” In this week’s podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum distributions. In this week’s podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum distributions.

Distribution 52

Distribution Accounting Retirement Math 52

Advisor Perspectives

NOVEMBER 2, 2022

Most of your prospects struggle to do basic math in their head. If you believe that 1% of AUM is transparent, you’re overlooking one obvious thing. Spell it out in hard dollars!

Math 52

Math 52

Advisor Perspectives

SEPTEMBER 29, 2022

In the midst of back-to-school season, David Mann opines on the real-life applications of mysterious middle-school math and exchange-traded funds.

Math 52

Math 52

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] It’s also not a bad idea to review the bank account numbers you included (some of those digits can be lengthy!).

Taxes 67

Taxes Math Retirement Banking 67

MarketWatch

MARCH 28, 2023

In a statement, the EU Commission said the acquisition would not reduce competition in the markets for “online homework and study help tools that include maths as a subject offering and general search services.” European regulators on Tuesday gave the nod to Alphabet Inc.’s Google entered an agreement to buy Photomath in May.

Commission 40

Commission Math Marketing Marketing 40

Abnormal Returns

JULY 30, 2022

axios.com) Pizza math, illustrated. (axios.com) Imitation meat has pushed veggie burgers off of menus. eater.com) How rising heat is affecting restaurants in the Pacific Northwest. nytimes.com) Add mycelium to the alt-meat list. flowingdata.com) Sports The sports rights landscape is only getting more complicated (and expensive).

Financial Advising 147

Financial Advising Math Food Transportation 147

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Wealth Management 130

Integrity Financial Planning

JULY 6, 2022

Look at the math to understand and believe it. It’s important to have the right strategy in place when it comes to taking out your retirement income. Make sure your income is coming from a secure source, not the best performing portfolio.

Retirement 81

Retirement Retirement Planning Math Financial Planning 81

The Better Letter

MAY 13, 2022

For math, she teaches the advanced class — the top students in the school. The class had a party recently as a reward for winning a national math competition. – to stay in and play math games at the party instead of more traditionally “fun” activities, inside or out. It is a very bright group.

Math 52

Math Financial Advisor Economics Marketing 52

Mish Talk

DECEMBER 12, 2022

Someone do the math for me. How much will Michael Saylor be worth? Oh, one more small thing. Governments can do nothing about this. It's guaranteed. The Crypto Crash and Why It's Impossible For "You!" to Cash Out In case you missed it, please understand that it will be impossible for "You!"

Numbers 130

Numbers Math Insurance Assets 130

Fortune Financial

MARCH 11, 2023

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Financial Advisor 52

Financial Advisor Math Marketing Marketing 52