Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. So people really ask you, you take French and can you do math.

Assets 143

Assets Management Portfolio Investing 143

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management. RITHOLTZ: Really intriguing.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 154

Clients Investing Investments Management 154

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. That allows you to do two things.

Management 130

Management Investing Investments Government 130