Remove Math Remove Recruitment Remove Taxes
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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. As baby analysts. Remember that.

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Saturday links: clean hands

Abnormal Returns

msn.com) Everybody loves geothermal, but will tax credits survive the budget process? semafor.com) Science The race is on to recruit American scientists to countries more favorable to research. theatlantic.com) The tough math of being a professional tennis player. wsj.com) On the pros and cons of floating solar panels.

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Transcript: Michael Lewis on ‘Who is Government’

The Big Picture

He, like, he stopped doing math and science when he was like seven years old. I need your papers to get your taxes filed. This is all about you pay taxes and here’s what the government does to serve you. I recruited them and I talked to them about what stories that they might write. They are characters.

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The Independent Alpha: Making the Breakaway Math Add Up

Diamond Consultants

However, these advisors are simultaneously forgoing massive recruitment bonuses from competing firms and a less labor-intensive transition process. But without growth, it will take many years to offset the “bird in the hand” of a lucrative up-front and back-ended recruitment package.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. There was a good equity rebound.

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Transcript: Brad Gerstner

The Big Picture

So here’s the math, Barry. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well. 00:44:49 [Speaker Changed] Correct? Completely. Your corporation can contribute to it.

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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. You can profit by sharing the company’s products with others, you can use products yourself, and you can recruit others. It could save you thousands in the long run!