Barry Ritholtz

MARCH 18, 2025

Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. We evolved in an arithmetic world, so we are unprepared for the exponential math of finance. Primarily Treasuries, investment-grade corporates, munis, and TIPs. Bad Numbers : 4.

Investments 127

Investments Math Concentration Numbers 127

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 15, 2023

So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury. So you say, “Well, we need to invest. How would you have done?

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Low price stock has historically had some very large concentrated positions. This is what’s wrong with concentrating in the wrong stocks. Very inventive and creative person.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. And it covers the spectrum of fixed income from treasuries here to high yield there, and everything in between. We tend to be concentrated in those. I’m like, ah, we get six and a half, seven on the treasury.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

MARCH 17, 2025

Wasn’t the Excel spreadsheet error, which changed their math. I’m buying mortgage backed securities and treasuries and I’m hoping it does something. But I also said you could make changes to the tax code if you have, you know, deep concerns about concentrations of wealth and income. That’s what he said.

Budgeting 59

Budgeting Economics Math Numbers 59