The Big Picture

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( It’s how the world’s most valuable company built a better way of listening to Mozart and Beethoven.

Banking 152

Banking Math Distribution Investment Advisor 152

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

The Irrelevant Investor

NOVEMBER 11, 2018

By Nick Maggiulli The fact that high beta firms tend to have lower quality and higher financial leverage is perhaps one good reason why the outperformance in bull markets is more than erased during bear markets By David Varadi Real math is painfully precise. Investment finance math is sales math.

Math 52

Math Economics Economy Numbers 52

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Copyright 2024 FMG Suite. a Broker/Dealer, Member FINRA / SIPC.

Marketing 87

Marketing Marketing Taxes Economics 87

Clever Girl Finance

OCTOBER 4, 2022

Sales at grocery stores, candy sales, and alcohol sales all tend to increase during a recession. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. Even though sales might decline, there is a need to send packages. Freelance services.

Food 104

Food Economy Healthcare Economics 104

The Big Picture

FEBRUARY 2, 2023

emphasis added) The red flags were there for anyone who could put their greed aside and simply focus on the math. Let’s assume this Ponzi scheme was more akin to MBS – a legitimate investment whose risk was discounted by aggressive sales, but one that eventually went bust. Never confuse risk-free returns with return-free risks.

Math 62

Math Investing Investments Sales 62

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. Scenario A: A Qualified, Exercise and Sale of Incentive Stock Options. First, a bit of review.

Taxes 52

Taxes Sales Numbers Investing 52

Nationwide Financial

SEPTEMBER 12, 2022

The curve, however, continues to project cuts to the rate beginning next May, which seems optimistic given the tone of Fed officials and the math around getting inflation back close to their 2% target. The Fed Futures curve embeds an 88% chance of a 0.75% hike later this month, with a peak in the Fed Funds rate at roughly 4% (currently 2.5%).

Retail 52

Retail Math Banking Economics 52

David Nelson

NOVEMBER 27, 2023

Do the math S&P 500 Top Performers Bloomberg Data 25% of the S&P 500 is up more than the index this year. As we closed out 2022 a lot of this year’s winners were for sale. There are always exceptions and of course some did outperform. That’s more than 125 companies with better than 20% returns. Remember last year.

Investing 52

Investing Investments Math Management 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish. Most companies go public at their highest historical valuation.

Wealth Management 94

Wealth Management Taxes Tax Planning Valuation 94

Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Irrelevant Investor

SEPTEMBER 2, 2015

The math tells us that. The ability to rebalance into stocks as they go on sale is one of the main reasons why diversification works over the long-term. The average return for bonds over these 100 different periods was 8.13%. Focusing on one-month or even one-year returns completely misses the point. The post Have Bonds Failed?

Math 52

Math Portfolio Sales 52

Clever Girl Finance

OCTOBER 20, 2022

Figuring out how to calculate liquid net worth is as simple as doing a quick math equation: Liquid assets - liabilities = liquid net worth. Don't worry—there is an answer to the question, "What is my liquid net worth" that doesn't involve solving math equations. Can be transferred easily and securely. How to calculate liquid net worth.

Assets 59

Assets Accounting Math Portfolio 59

Clever Girl Finance

JULY 28, 2023

Don’t limit yourself to one store Sales don’t just happen at one store. When you head to the supermarket, take note of what fruits and vegetables are on sale. If you see something on sale in the shops, make the most of it. See some cheese, eggs, ground beef, chicken breast or pork chops on sale?

Budgeting 52

Budgeting Food Sales Planning 52

The Big Picture

MAY 9, 2024

It is a massive Dunning Kruger : exercise in inexperienced but overly confident “ Finfluencers ” reducing complex issues involving money to a slick but misleading sales pitch. The Math Doesn’t Add Up ( Rolling Stone , January 24, 2024) How TikTok Is Wiring Gen Z’s Money Brain ( WSJ , May 4, 2024) _ 1.

Media 326

Media Taxes Math Investing 326

The Irrelevant Investor

MARCH 10, 2017

million of sales) The gains were so concentrated, that AOL and Microsoft became more valuable than basically everything else. "An An analysis by Sanford Bernstein shows that on September 30, you could have bought America Online and Microsoft for $625 billion and gotten $25 billion of sales and $7 billion of earnings. billion.

Valuation 52

Valuation Sales Math Transportation 52

Clever Girl Finance

AUGUST 19, 2022

Online sales. Online sales are one of the most direct routes to income for people who want to work alone. If you have analytical and math skills, you can put them to good use here. However, you should also consider the perks of this pathway. Namely the fact that you get to work with animals. Looking for pet sitter jobs?

Accounting 69

Accounting Math Clients Advertising 69

Validea

JANUARY 25, 2023

For example, you can imagine a ChatGPT-like system answering questions like: “What were the year-over-year same store sales for Walmart in every year, for the last ten years?” So far, the trajectory suggests that this sort of model will never be good at math, for example. These systems will act as assistants for the user.

Investing 103

Investing Investments Communication Education 103

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

SEPTEMBER 19, 2023

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.

Assets 141

Assets Management Portfolio Investing 141

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. None of this is to say that you shouldn’t be embracing those alternative sales funnels or other types of content.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Mr. Money Mustache

MAY 20, 2022

– your sales dry up, your stock price crashes, and your cozy corporate desk has turned into a tattered lawn chair in the parking lot and your business is done. It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.).

Marketing 55

Marketing Marketing Retirement Investing 55

Clever Girl Finance

AUGUST 10, 2022

First, figure out which age range or topic you want to teach (for example, math, flute, or biology). Get a professional valuation, so you never sell for less than the ring is worth, and take steps to ensure no one scams you during the sale. Deliver flyers for local businesses. Sell your car.

Advertising 65

Advertising Medical Media Math 65

Clever Girl Finance

MARCH 6, 2023

Work as a grocery store cashier You could be a grocery store cashier if you're good with math and don't mind scanning coupons and small talk. Become a clothing store sales associate Do you like fashion and organizing your close t by color or season? If so clothing store sale associate could be an excellent position for you.

Media 86

Media Accounting Banking Food 86

Discipline Funds

MARCH 1, 2023

Of course, this data is highly localized and we generally measure “inventory” by the number of units that are actually for sale. And that’s where the math on renting comes into play. We also don’t fully account for the record high number of units currently under construction that are not yet for sale.

Math 134

Math Numbers Sales Economy 134

The Big Picture

JANUARY 24, 2023

RITHOLTZ: So it’s different math then I need 100x winner versus 99? On the other hand, a lot of these businesses, you know, the entrepreneur had built it up to a certain size, had never done an acquisition, had never built the sales force, had never made technology investments in the full way, had never gone international.

Investing 257

Investing Investments Numbers Banking 257

Clever Girl Finance

OCTOBER 30, 2023

The one thing they all look for is an on-target web experience that speaks well to their target audience and results in the conversions, subscribers, or sales they are looking to achieve. You want to help the company make sales so it’s best if you are good with details and like to get results. Average salary: $67,800 as a freelancer.

Recruitment 52

Recruitment Engineering Certification Communication 52

Good Financial Cents

MARCH 15, 2023

Sales Manager 4. Sales and IT positions within the consumer services field also pay very well. Sales managers oversee and manage sales teams in various industries, ensuring they meet their targets while maintaining high levels of customer satisfaction. Table of Contents What Is Consumer Services? Flight Attendant 3.

Communication 69

Communication Education Retail Banking 69

Good Financial Cents

FEBRUARY 8, 2023

Garage Sale Prepper 21. Tutoring If you’re a whiz at math, science, or English, you can tutor students in your community who need to improve their grades. Almost any subject qualifies, but math, science, and English are usually the most in demand. It’s not the garage sale itself that requires all the work.

Advertising 105

Advertising Sales Media Math 105

The Big Picture

SEPTEMBER 19, 2022

WENGER: Well, I was basically hanging out at the USV offices after the sale of del.icio.us And you know, the only thing math works on recognition by peers, and there’s some prizes. And yet, the amount of math that’s been produced over the last, you know, few decades is just mind-blowing extraordinary.

Valuation 293

Valuation Investing Investments Engineering 293

The Big Picture

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. You talked about price to sales ratio; You talked about EBITDA to enterprise value. People did whatever was working based more on gut feelings than data. Portfolio management was a lot less evidence-based than it is today.

Investing 152

Investing Investments Portfolio Valuation 152

David Nelson

NOVEMBER 20, 2023

The biggest concern on the Walmart call was that DEFLATION was going to affect future sales. Do the math. If consumers buy the same number of items and prices are lower, that forces declining sales. Yes, declining sales are a negative for Walmart, in fact, any company. Bloomberg Data Well, the numbers were fine.

Economy 52

Economy Retail Sales Math 52

Aleph

JANUARY 14, 2023

[link] Maybe, and it might be good to replace geometry with analytic geometry, but adding data science and probability will leave most STEM majors underprepared for college math. Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls. It is the opposite, except in the top decile.

Math 59

Math Assets Government Engineering 59

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. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

Sara Grillo

MAY 8, 2023

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. And that would be a huge problem.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 195

Banking Government Insurance Taxes 195

Bell Investment Advisors

NOVEMBER 27, 2023

Proceeds from a family home or a business pending sale might be distributed when sold or over time. The knowledge and tools your advisor brings to the table can help shed light on possibilities, demystify the math, and integrate it all into a customized plan that reflects you and your values. Interdependencies and tradeoffs abound.

Accounting 52

Accounting Distribution Investment Advisor Taxes 52