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

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 248

Math Valuation Portfolio Investing 248

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 205

Wealth Management Math Retirement Retirement Planning 205

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 Compliance 52

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

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 241

Math Financial Advising Advertising Distribution 241

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 338

Investing Investments Math Medicine 338

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.

Math 252

Math Insurance Retirement Taxes 252

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 245

Planning Financial Advice Wealth Management Math 245

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

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

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 230

Math Estate Planning Retirement Banking 230

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 257

Math Investing Investments Planning 257

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 205

Math Retirement Food Financial Planning 205

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 104

Math Investing Investments 104

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 213

Math Financial Advising Media Economy 213

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 137

Financial Advice Math Economy Numbers 137

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

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 92

Math Numbers Medicine Compliance 92

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

Advisor Perspectives

FEBRUARY 22, 2024

To Wall Street’s math wizards, it’s been anything but. To the casual observer, the backdrop to this year’s record-breaking stock rally has been one of epic calm in markets.

Math 52

Math Marketing Marketing 52

Advisor Perspectives

OCTOBER 30, 2023

I analyze the math of annuity income riders and how you pay the insurance company to draw down your own assets. It is highly unlikely the insurers will pay a dime, which makes those riders questionable.

Math 73

Math Insurance Assets 73

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 123

Math Assets Clients 123

Abnormal Returns

MARCH 2, 2024

technologyreview.com) Math The decimal point is 150 years older than you think. (wsj.com) What do you get with a $600 a night hotel room? marginalrevolution.com) Broadband 5G is increasingly competitive with broadband. om.co) How Starlink access could change Antarctica. nature.com) The use of averages in science obscures a lot of nuance.

Medicine 255

Medicine Math Financial Advising Media 255

Abnormal Returns

FEBRUARY 17, 2024

wsj.com) The math doesn't work: why air passengers can't carry on all their bags. (theverge.com) Behavior Why you should strike up conversations with strangers. betonit.ai) Not everyone interprets an emoji the same way. newscientist.com) Travel Why you should travel in the off-season. msn.com) Cruise lines are all about the on-board upsell.

Food 220

Food Math Financial Advising Startup 220

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. ( Washington Post ) • Hamptons Partygoers Cast a Worried Eye on New York’s Future : Paulson, Catsimatidis among those at Southampton Hospital gala Party’s theme tied to Palm Beach, now home to many attending.

Math 245

Math Management Numbers Investing 245

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 315

Math Investing Investments 315

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 Investing Investments Retirement 113

The Big Picture

JUNE 24, 2023

His philanthropy includes sitting on the board of directors of Paul Tudor Jones’ Robin Hood Foundation and Jim Simon’s Math for America. Borish also previously served as chief strategist for Quad Group LLC. He explains what the trading experience was like on Black Monday, 1987.

Investing 213

Investing Investments Recruitment Math 213

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? Hope came cheap enough, but I was also realistic. It might take months to gain a hummingbird’s interest in the feeder and for it to lose its fear of me. Here’s a gentle primer. link] SEE ALSO Watch an A.I.

Math 180

Math Commission Insurance Government 180

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 281

Marketing Marketing Math Media 281

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 70

Math Risk Management Portfolio Management 70

Nerd's Eye View

NOVEMBER 30, 2023

As a starting point, the positive math of raising advisory fees is relatively straightforward, primarily because it avoids the same resource-intensive investment and ongoing costs that accompany other growth strategies, such as implementing new technology solutions or hiring additional staff.

Math 191

Math Clients Financial Advisor Communication 191

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 279

Math License Economy Economics 279

A Wealth of Common Sense

JULY 18, 2023

Your financial situation is some combination of math and emotions so a rich life means different things to different people. Others assume having a lot of stuff must mean you’re wealthy. Still others believe there is a specific number followed by a few zeroes and some commas that define wealth. I’ve written plenty about level.

Math 70

Math Numbers 70

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.

Math 130

Math Financial Advising Advertising Media 130