Abnormal Returns

MAY 13, 2024

investmentnews.com) Research The problematic math of passing down generational wealth. (riabiz.com) Creative Planning is exploring its custody options. riabiz.com) Archive Intel has entered the adviser communications archiving space. blogs.cfainstitute.org) How life events affect retirement planning.

Math 256

Math Retirement Planning Financial Advice Communication 256

Abnormal Returns

JUNE 7, 2024

morningstar.com) Some math that traders need to know. Markets Why the ranks of 'degens' are growing. wsj.com) How to avoid the meme stock drama. scheplick.com) Crypto What Robinhood ($HOOD) wants with BitStamp. blockworks.co) Autos The car market is normalizing. nytimes.com) Unsold Tesla ($TSLA) inventory is piling up.

Math 248

Math Financial Advising Media Economy 248

Abnormal Returns

FEBRUARY 25, 2024

humbledollar.com) Doing the math on a hybrid vs. conventional ICE. (awealthofcommonsense.com) 11 financial mistakes to avoid including 'Not carrying umbrella coverage.' humbledollar.com) Why planning in retirement is so challenging. bestinterest.blog) Why older women are saying no to marriage, largely for money reasons.

Math 240

Math Wealth Management Retirement Planning 240

Abnormal Returns

JUNE 19, 2024

morningstar.com) On the math of early Social Security claiming. (humbledollar.com) An appreciation of Jonathan Clements' work. apexmoney.com) Retirement Lessons from a 'faux retirement' including 'Balance is hard!' bestinterest.blog) Cognitive decline is coming for us all. Why you need a plan.

Math 218

Math Retirement Taxes Insurance 218

Abnormal Returns

SEPTEMBER 17, 2023

thinkadvisor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership. (tker.co) The performance of the big tech stocks is a historical anomaly. awealthofcommonsense.com) A look at bond market returns during a yield curve inversion. peterlazaroff.com)

Math 293

Math Retirement Sales Marketing 293

Abnormal Returns

SEPTEMBER 24, 2023

aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). (wsj.com) The life of a short-seller, even when proven correct, is no easy thing. institutionalinvestor.com) Putting a valuation on Instacart ($CART). morningstar.com)

Math 258

Math Valuation Portfolio Investing 258

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

APRIL 3, 2024

awealthofcommonsense.com) On the math of a 0% line of credit. (realsmartica.com) Better investors make fewer decisions. abnormalreturns.com) FOMO is real. tonyisola.com) Borrowing Why credit cards are dangerous to your wealth. axios.com) Personal finance Loss aversion is real. Rockefeller.

Math 228

Math Financial Advisor Retirement Taxes 228

Diamond Consultants

OCTOBER 10, 2023

Advisors breaking away for independence know what they are giving up, so how can they justify making this leap? The answer starts and ends with growth. Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report.

Math 52

Math Recruitment Consulting Clients 52

The Irrelevant Investor

JANUARY 1, 2018

I'm far from an expert in this area, but it's obvious that some difficult decisions will need to be made, because unless the market bails them out, the math doesn't work. The post The Math Doesn’t Work appeared first on The Irrelevant Investor. Source: Pension Funds’ Dilemma: What To Buy When Nothing Is Cheap?

Math 40

Math Valuation Assets Investing 40

The Big Picture

JULY 7, 2024

That’s not even math. A bit out of sequence, but worth mentioning: The Globe took a gratuitous swipe at LA Times columnist Michael Hiltzik, who’d followed our work here with a piece of his own, citing a couple of tweets on the matter (combined here): Just one problem here, Gavin: The @latimes got its data mixed up. GovPressOffice.

Food 338

Food Math Numbers Media 338

Abnormal Returns

APRIL 24, 2024

bitchesgetriches.com) Why you need to do the math on a life insurance situation. (investmentnews.com) Insurance Why auto insurance rates are skyrocketing. awealthofcommonsense.com) How to choose the right health insurance plan. obliviousinvestor.com) In Florida, homeowners are finding out what happens when their home insurer goes bankrupt.

Insurance 209

Insurance Math Retirement Education 209

The Big Picture

JUNE 9, 2024

The Journal did the math as follows: California had 726,600 people working in fast-food and other limited-service eateries in January, down 1.3% UPDATING: Spent some time investigating the origins of Manzo’s NY Post claim and found myself (suprise!) from last September, when the state backed a deal for the increased wages.

Food 336

Food Math Numbers 336

Abnormal Returns

APRIL 1, 2024

thinkadvisor.com) Solo 401(k) contribution math can be tricky. (thinkadvisor.com) How to pull off an in-person retreat for a virtual team. kitces.com) The SEC is not done cracking down on non-compliant text messaging. obliviousinvestor.com)

Wealth Management 215

Wealth Management Math Retirement Retirement Planning 215

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. drorpoleg.com) How Amazon's ($AMZN) advertising business got so big.

Math 250

Math Financial Advising Advertising Distribution 250

The Big Picture

MAY 31, 2024

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. Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

OCTOBER 20, 2023

Whether it’s a few decades or a century, the math works the same. Hey, what a very different outcome than suggesting a loss of purchasing power — if you understand money and math, you have actually gained purchasing power. And over the past few centuries, those returns have greatly exceeded inflation.

Investing 340

Investing Investments Math Medicine 340

Abnormal Returns

OCTOBER 18, 2023

awealthofcommonsense.com) The math on downsizing your house isn't working as well these days. (wsj.com) Nobody would build our current health insurance system. vox.com) Housing The worst case for the housing market - worsening affordability. wsj.com) More Florida homeowners are opting to drop insurance due to soaring premiums.

Insurance 258

Insurance Math Retirement Taxes 258

Abnormal Returns

SEPTEMBER 18, 2023

riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. (riaintel.com) Selling a service, like financial planning, is different than selling a product. kitces.com) The structured note business is growing rapidly. investmentnews.com) Part one of a series on how to pass the CFP exam.

Planning 253

Planning Financial Advice Wealth Management Math 253

Abnormal Returns

MAY 14, 2023

wealthmanagement.com) The math behind savings rates and retiring early. (humbledollar.com) Some lessons from the 2023 Berkshire Hathaway ($BRK.A) annual meeting. novelinvestor.com) The banking crisis isn't over. aswathdamodaran.blogspot.com) Inside Vanguard's bond indexing money machine. ritholtz.com) What does your 'rich life' look like?

Math 162

Math Portfolio Retirement Banking 162

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 266

Math Investing Investments Planning 266

Abnormal Returns

MAY 10, 2023

financialducksinarow.com) Retirement The math behind savings rates and retiring early. (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. ofdollarsanddata.com) Make sure you know what you are retiring to.

Math 237

Math Estate Planning Retirement Banking 237

Wealth Management

AUGUST 8, 2023

Flat rent growth in recent months and a higher cost of capital have made even well-capitalized players more cautious.

Math 97

Math 97

Abnormal Returns

JUNE 7, 2023

awealthofcommonsense.com) Home buying math is bad right now, but will it be any better a year from now? (kffhealthnews.org) What happens when you inherit your parent's home. wsj.com) Housing Options are few for people looking to get into the housing market. humbledollar.com) Financial planning means always adjusting your plan.

Math 216

Math Retirement Food Financial Planning 216

Wealth Management

DECEMBER 12, 2023

The Wall Street Journal examined the tricky math involved in valuing private real estate funds. Alts firms that have historically catered to big investors and institutions, like KKR, Blackstone, Apollo and Ares, are all pursuing individual investors with new products, reports Forbes.

Math 102

Math Investing Investments 102

Abnormal Returns

JUNE 7, 2023

calculatedriskblog.com) Home buying math is bad right now, but will it be any better a year from now? (drorpoleg.com) Employees don't like it when a company rescinds its promise of permanent remote work. wsj.com) Work is about more than just money. businessinsider.com) Housing Should we expect 6-7% mortgages going forward? year-over-year.

Math 223

Math Financial Advising Media Economy 223

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 213

Financial Planner Financial Advisor Taxes Math 213

oXYGen Financial

APRIL 14, 2024

It's unfortunate that most politicians and economists don't explain our $34 trillion dollars of debt in a more simple fashion, so here's some insight on how the basic math works. If you really understand the math, it's not hard to deduce what outcomes may arise in the future.

Math 52

Math Taxes 52

A Wealth of Common Sense

JUNE 20, 2023

You need to understand how math, statistics and probabilities work. To be a successful investor you need to possess a number of different traits. You need to understand corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to.

Financial Advice 136

Financial Advice Math Economy Financial Market 136

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

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.

Math 93

Math Numbers Medicine Compliance 93

Abnormal Returns

SEPTEMBER 13, 2023

theirrelevantinvestor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership. Autos Ben Carlson and Michael Batnick talk with CarDealershipGuy about the state of the American car market. peterlazaroff.com) Retirement How retirement can open you up to new possibilities.

Math 147

Math Retirement Retail Banking 147

Advisor Perspectives

JUNE 18, 2024

For those of you who are not math geeks, ‘rise over run’ is the formula for the slope of a line. What does this have to do with the latest Federal Reserve (Fed) decision, you may ask?

Math 52

Math 52

The Irrelevant Investor

MAY 8, 2024

On today’s show, we discuss: At $2M per minute, treasuries mint cash like never before Cost of capital and capital allocation The new math of driving your car till the wheels fall off Consumers fed up with food costs are ditching big brands Long-predicted c.

Math 75

Math Food 75

A Wealth of Common Sense

MAY 8, 2024

On today’s show, we discuss: At $2M per minute, treasuries mint cash like never before Cost of capital and capital allocation The new math of driving your car till the wheels fall off Consumers fed up with food costs are ditching big brands Long-predicted c.

Math 70

Math Food 70

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.

Math 147

Math Retirement Investing Investments 147

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 127

Math Assets Clients 127