Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Math 98

Math Tax Planning Treasury Leverage 98

CFO Talks

NOVEMBER 29, 2024

However, my commerce teacher noticed my aptitude for math and saw potential in me for a different path. I was particularly impressed with how organised and meticulous the Chinese are in their planning and how they receive their guests. After finishing primary school, I initially chose needlework in my first year of high school.

CFO 95

CFO Auditing Leadership Finance 95

Barry Ritholtz

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” When you get it wrong, it crushes your retirement plans. It’s utterly laughable.

Marketing 122

Marketing Math Investments Forecasting 122

Barry Ritholtz

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

Math 76

Math Investments Finance Numbers 76

Barry Ritholtz

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. In investing, it’s usually the opposite. None of it matters.

Math 109

Math Investments Finance Marketing 109

Barry Ritholtz

DECEMBER 4, 2024

Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.

Concentration 52

Concentration Math Accounting Investments 52

Barry Ritholtz

AUGUST 12, 2024

Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable.

Treasury 138

Treasury Currencies Forecasting Investments 138

PYMNTS

OCTOBER 22, 2018

s proposals on how to govern London’s access to the European market after Brexit, saying that British Prime Minister Theresa May’s latest plan would take away the EU’s “decision-making autonomy.” Everybody can do the maths. In July, Brussels rejected the U.K.’s The uncertainty means many in the U.K.

Math 65

Math Leadership Planning Investments 65

PYMNTS

SEPTEMBER 4, 2020

We will continue to invest in upgrading our e-commerce capabilities to support both our retail partners and [our] own platform and continue to invest in creating fantastic physical brand experiences for shoppers and fans.”. Last week Lego Education introduced new resources and lesson plans for the home as well as the classroom.

Math 64

Math Education Retail eCommerce 64

The Charity CFO

FEBRUARY 17, 2022

If you have too little in reserve, it indicates you’re not planning ahead. . But if you have too much, they may think you’re not investing enough into your programs…. Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve.

Nonprofit 98

Nonprofit Budgeting CFO Math 98

PYMNTS

NOVEMBER 26, 2019

It is currently in the development phase and plans to launch in February 2020 in Nigeria, Ghana, Sierra Leone and Gambia. The curriculum will include practice tests and tailored content focused on math, physics, chemistry and biology. The company is headquartered in Lagos with a production studio in Jos.

Education 71

Education Startups Math Planning 71

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 74

Math Planning Sales Retail 74

PYMNTS

NOVEMBER 1, 2018

Walmart India revealed that it is investing about $500 million to open 47 new stores by 2022. 31), and is already making plans for a second store in the city. “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. .” So you can do the math. We are looking for a site.

Math 51

Math eCommerce B2B Investments 51

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

PYMNTS

APRIL 13, 2017

It’s about the overall experience,” explained C2FO Managing Director Amanda Mathes in a recent conversation with PYMNTS. “A An impressive 71 percent said they will be investing more in logistics technologies, while nearly two-thirds said they’re planning an increase in analytics investments.

Math 47

Math B2C Retail B2B 47

CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. Just the math of an advisory firm only goes so far at the end of the day.” Read More +. Read More +.     .

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

FEBRUARY 1, 2023

With all of the investments in time and money and with experienced boards and CEOs at the helm, why are companies unprepared or why do they make the wrong choice when it comes to succession? The basic math of CEO succession is as simple as it is unforgiving. Timing is everything. Establish clear roles.

Leadership 130

Leadership Math Planning Securities 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. Investors want the most accurate data possible, and without it, trust or actual investments may be harmed. A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. Professor Mikhail B.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

PYMNTS

JULY 16, 2019

The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds. It also plans to boost investments in its core product and increase opportunities for professional development.

Math 40

Math Investments Technology Planning 40

Global Finance

SEPTEMBER 9, 2024

China’s strategy is characterized by centralized planning, with direct state funding funneling into specific AI projects and the development of national computing centers. Additionally, according to Dougherty, a vibrant private sector, fueled by significant capital investment, is effectively commercializing and refining AI applications.

Economics 111

Economics Construction Leverage Technology 111

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Numbers Leadership 130

CFO News Room

NOVEMBER 3, 2022

Instead, by conveying a clear and simple message to clients about how the advisor’s value can provide for a very specific type of client and their unique needs, advisors can enhance their business growth by attracting the right type of client while investing less time and fewer resources actively seeking out new prospects. Read More +.

Numbers 130

Numbers Planning Communication Marketing 130

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 120

Investments Marketing Profit and Loss Banking 120

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. Most businesses, SMBs included, plan for rainy days, and have access to capital of some kind to smooth over those lumpy cash flow crunches. Doing The Math.

Construction 92

Construction Sales Math Manufacturing 92

CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. The key job of a CFO like me right now is to ensure that we have the right resources to allocate to the right investments.

CFO 52

CFO Math Economics Finance 52

PYMNTS

JANUARY 27, 2017

Just recently, Jiobit closed a $3 million seed funding round with investors including Lior Ron, the cofounder of Otto (now owned by Uber); MATH Venture Partners; and Inflection Equity. Those are the handful of teams I invest in nowadays. To date, Jiobit has raised a total of $4.2 million in two rounds of funding.

Startups 40

Startups Math Transportation Leverage 40

Adam Kae

OCTOBER 29, 2020

You'll need to do some math to understand: where your breakeven is. Invest more in new technology? Resources. ,, Negotiating a Contract With a Health Plan -- FPM. ,, How to Negotiate Higher Physician Reimbursement Rates. ,, Negotiation tips for people who hate negotiating. Models, Forecasts, Calculations, Oh My! Pay off debt?

Math 52

Math Forecasting Leverage Investments 52

PYMNTS

MAY 8, 2017

While many consumers know Moore’s pain, most do not have a degree from the Harvard Business School like Laura Moore does — nor over a decade of experience investing in the food and grocery businesses. We can solve this problem with math and data. That plan can be for seven meals or as many as 14 meals. Moore said.

Math 48

Math Budgeting Planning Marketing 48

PYMNTS

FEBRUARY 2, 2017

All toys selected will in some way be related to science, technology, engineering and math. In keeping with its recent push to own its own shipping and logistics space, Amazon recently announced plans to build its first cargo air hub. The company is pulling out all the stops to up the convenience factor.

Math 51

Math Transportation Retail Education 51

PYMNTS

JANUARY 16, 2020

The idea of going to a supermarket also has some educational value — it’s a “teaching moment,” Scherer says — to, say, weigh ingredients is an experience in math and science, after all. The boxes are also a way for consumers to try foods without investing too much in buying a product they may not like.

Education 52

Education Math eCommerce Finance 52

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). The Statement of Cash flows shows how cash has increased or decreased across 3 segments of your business: operations, financing, and investing. Statement of Cash Flows .

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98