Good Financial Cents

DECEMBER 10, 2022

And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. Skills Needed: Capital to invest, basic credit knowledge, risk tolerance. of the sale price, and the rest will be yours. This might be the most common way to make money online.

Risk Tolerance 111

Risk Tolerance Media Investing Investments 111

Zajac Group

AUGUST 11, 2022

Controlling additional shares bought outright, coupled with a disqualified ISO sale, may result in a higher after-tax value. If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so. The analysis should lead to an interesting dialogue: What is your risk tolerance?

Taxes 52

Taxes Sales Numbers Investing 52

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

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. There is an admin charge of about $49k. There is an insurance charge of about $246k. There is an amount credited of about $348k. The cash value of the policy is about $1.8MM. The bank is going to credit you 4.95%. Here’s another example.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. RITHOLTZ: Right.

Banking 144

Banking Economics Economy Business Planning 144

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance.

Clients 293

Clients Wealth Management Investing Investments 293

The Big Picture

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. You’re actually crunching a lot of numbers. So it’s very long dated capital.

Banking 144

Banking Investing Investments Marketing 144