Calculated Risk

DECEMBER 9, 2022

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 207.2 in November, up from 199.7

Healthcare 358

Healthcare Education Planning Government 358

Wealth Management

NOVEMBER 16, 2022

A review of the topics of interest to estate planners.

Planning 130

Planning 130

Wealth Management

APRIL 11, 2023

Blackstone’s latest fund is the largest of that type, according to PitchBook data going back to 2002. The company secured $30.4 billion of total capital commitments for the fund, called Blackstone Real Estate Partners X, according to a statement Tuesday.

226

226

Calculated Risk

NOVEMBER 8, 2022

This graph shows the Dodge Momentum Index since 2002. As we move into next year, however, labor and supply shortages, high material costs and high interest rates will likely temper planning activity back to a more moderate pace.” emphasis added Click on graph for larger image. The index was at 199.7 in October, up from 182.2 in September.

Healthcare 313

Healthcare Education Planning Numbers 313

Calculated Risk

OCTOBER 19, 2022

percent – the highest level since 2002,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. The unadjusted Purchase Index decreased 3 percent compared with the previous week and was 38 percent lower than the same week one year ago.

Sales 360

Sales Marketing Marketing 360

Calculated Risk

NOVEMBER 2, 2022

percent, but remained close to its highest since 2002,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. “Mortgage applications declined for the sixth consecutive week despite a slight drop in rates. The 30-year fixed rate decreased for the first time in over two months to 7.06

Sales 359

Sales Marketing Marketing 359

Calculated Risk

SEPTEMBER 10, 2024

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the value of nonresidential building projects going into planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 220.4 in August, up from 214.2

Healthcare 300

Healthcare Planning Retail Economics 300

Calculated Risk

JULY 10, 2024

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the value of nonresidential building projects going into planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 198.6 in June, up from 1179.9

Healthcare 278

Healthcare Planning Education Retail 278

Calculated Risk

APRIL 8, 2024

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the value of nonresidential building projects going into planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 164.0 in March, down from 179.5

Education 305

Education Planning Accounting Economics 305

Calculated Risk

SEPTEMBER 11, 2023

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 178.0 in August, down from 190.3

Healthcare 304

Healthcare Planning Education Economics 304

Calculated Risk

SEPTEMBER 9, 2022

This graph shows the Dodge Momentum Index since 2002. The commercial component was 16% higher, and the institutional component was 10% higher than a year ago. emphasis added Click on graph for larger image. The index was at 171.9 in August, down from 174.0

Healthcare 264

Healthcare Planning 264

The Big Picture

OCTOBER 8, 2022

Be sure to check out our Masters in Business next week with Tom Rampulla, managing director of Vanguard’s Financial Advisor Services division since 2002. All of our earlier podcasts on your favorite pod hosts can be found here. Michael Levy’s favorite books.

Financial Advisor 324

Financial Advisor Education Management Investing 324

Nerd's Eye View

MAY 1, 2024

Understanding that this would place an unnecessarily heavy burden on advisors, the SEC issued an exemption in 2002 allowing for certain "Internet advisers" to register with the SEC even though they wouldn't otherwise qualify to do so.

Investments 246

Investments Investing Compliance Clients 246

Calculated Risk

OCTOBER 10, 2022

This graph shows the Dodge Momentum Index since 2002. On a year-over-year basis, the DMI was 26% higher than September in 2021; the commercial component was up 25%, and institutional planning was 28% higher. emphasis added Click on graph for larger image. The index was at 183.2 in September, up from 173.4

Healthcare 264

Healthcare Education Planning 264

NAIFA Advisor Today

FEBRUARY 6, 2025

He was President and Director of the Society of FSP Central Indiana Chapter from 2002 through 2005. McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016.

Ethics 138

Ethics Retirement Planning Education CFP 138

The Big Picture

JUNE 17, 2023

A former stockbroker and alumna of the New York Times and Wall Street Journal, she won the Pulitzer Prize in 2002 for her “trenchant and incisive” reporting on finance. This week, we speak with Gretchen Morgenson, senior financial reporter for the NBC News investigative unit.

Taxes 327

Taxes Retail Economy Economics 327

Calculated Risk

JANUARY 9, 2023

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 222.2 in December, up from 208.3

Healthcare 264

Healthcare Education Retail Planning 264

Calculated Risk

MAY 9, 2023

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 180.9 in April, down from 190.6

Healthcare 259

Healthcare Economics Planning Education 259

Calculated Risk

MARCH 7, 2023

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 203.0 in February, up from 199.3

Healthcare 276

Healthcare Economics Planning Education 276

Calculated Risk

MAY 8, 2024

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the value of nonresidential building projects going into planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 173.9 in April, up from 164.0

Healthcare 267

Healthcare Planning Education Economics 267

Calculated Risk

SEPTEMBER 25, 2022

This was the highest rate in 14 years and is close to the highest rate in over 20 years (above 6.76% will be the highest since early 2002). On Friday, the average 30-year mortgage rate hit 6.7% for zero points and top tier scenarios. Here is a graph showing the 30-year rate using Freddie Mac PMMS , and MND for last week.

Insurance 246

Insurance Taxes Accounting 246

Calculated Risk

APRIL 10, 2023

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 183.7 in March, down from 201.0

Healthcare 257

Healthcare Banking Education Planning 257

The Big Picture

SEPTEMBER 26, 2022

The only other years with a higher reading since 1990 were 2008 when the S&P fell 38%, and 2002, when it fell 23%. . • A Very Tough Year : The S&P 500 has declined more than 1% in one out of four days so far in 2022. Irrelevant Investor ) see also Buying the Stock-Market Dip Is Backfiring. Investors Keep Piling In Anyway.

Engineering 307

Engineering Economy Manufacturing Retirement 307

Calculated Risk

SEPTEMBER 2, 2023

Year-over-year • Fannie Mae Single-Family Mortgage Serious Delinquency Rate Lowest since 2002 • Freddie Mac House Price Index Increased in July to New High; Up 2.9% At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index Unchanged year-over-year in June • Inflation Adjusted House Prices 3.9%

Marketing 173

Marketing Marketing 173

The Big Picture

OCTOBER 15, 2022

Be sure to check out our Masters in Business this week with Tom Rampulla, managing director of Vanguard’s Financial Advisor Services division since 2002. Even the little stick they hold is much stranger than you think. ( The Honest Broker ). How Do Americans Spend Their Money, By Generation?

Medical 298

Medical Financial Advisor Education Assets 298

The Big Picture

OCTOBER 1, 2022

Events such as the tech/dotcom implosion, the double low in Oct 2002 and March 2003, the Great Financial Crisis in late 2007/early 2008, the lows in March 2009, and more recently, the 2020 pandemic. Still, we’re getting close to the levels that make my inner contrarian sit up and pay attention.

Marketing 307

Marketing Marketing Investments Investing 307

Calculated Risk

JULY 11, 2023

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 197.3 in June, down from 202.4

Healthcare 225

Healthcare Planning Education Economics 225

Calculated Risk

AUGUST 9, 2023

percent, the highest rate since 2002. Rates increased for all loan types in our survey, with the 30-year fixed mortgage rate increasing to 7.09 percent, the highest level since November 2022,” said Joel Kan, MBA’s Vice President and Deputy Chief Economist. Additionally, the rate for FHA mortgages increased to 7.02

Government 237

Government Sales Marketing Marketing 237

Calculated Risk

JANUARY 10, 2024

Change in Payroll Jobs per Year (000s) Total, Nonfarm Private Public 1997 3,406 3,211 195 1998 3,048 2,735 313 1999 3,181 2,720 461 2000 1,938 1,674 264 2001 -1,733 -2,284 551 2002 -515 -748 233 2003 125 167 -42 2004 2,038 1,891 147 2005 2,528 2,342 186 2006 2,092 1,883 209 2007 1,145 857 288 2008 -3,549 -3,729 180 2009 -5,041 -4,967 -74 2010 1,027 (..)

Economy 298

Economy Manufacturing Economics Sales 298

Mish Talk

NOVEMBER 26, 2022

The Fed failed to do that in 2002 and 2008 and before that in the Long Term Capital Management bailout. When you continually bail out financial institutions and set interest rates too low, you foster if not outright encourage speculative manias. What about the knowledge gained?

Banking 223

Banking Investing Investments Management 223

Calculated Risk

JANUARY 10, 2024

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the value of nonresidential building projects going into planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 186.6 in December, up from 181.5

Planning 182

Planning Economics 182

The Big Picture

MAY 15, 2023

By the time the (then tech-focused) index made its low in October 2002, CSCO had plummeted 85.7% On March 27th, 2000, a mere 2 weeks after this cover story, the stock peaked. It has since been one of the poorest performers on the Nasdaq. It didn’t quite get to a trillion either, peaking a little more than halfway there, at $556.74B.

Marketing 334

Marketing Marketing Management 334

The Big Picture

OCTOBER 31, 2022

The Atlantic ). • “Thank You, and Goodbye” On October 30, 2002, a cancer-stricken Warren Zevon returned to the ‘Late Show With David Letterman’ stage for one last performance. . • It’s a Bad Time to Be a Booster Slacker : Americans aren’t getting the new bivalent COVID shot. What does that mean for the looming winter wave? ( The Ringer ).

Engineering 265

Engineering Economics Assets Media 265

The Big Picture

JANUARY 13, 2023

the rocket launch company he founded in 2002, before he got involved at Tesla. . • Elon Musk Might Never Be the World’s Richest Person Again : It’s not just that he became the first person in history to have $200 billion erased from their personal fortune.

Media 277

Media Transportation Engineering Distribution 277

Calculated Risk

JANUARY 12, 2023

Job Changes During Recessions Year Job Change Recession 1974 -379 '73-'75 1975 365 '73-'75 1980 271 '80 1981 -48 '81-'82 1982 -2,124 '81-'82 1990 330 '90-'91 1991 -838 '90-91 2001 -1,727 '01 2002 -510 '01 2008 -3,553 '07-'09 2009 -5,051 '07-'09 2020 -9,292 '20 The 2020 recession was due to the pandemic.

Economy 235

Economy Economics Sales Numbers 235

Calculated Risk

NOVEMBER 7, 2023

This graph shows the Dodge Momentum Index since 2002. The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. emphasis added Click on graph for larger image. The index was at 181.7 in October, up from 180.3

Education 173

Education Healthcare Planning Economics 173

The Big Picture

DECEMBER 9, 2023

In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.” Tillinghast launched Fidelity’s Low-Priced Stock (FLPSX) in 1989, and has trounced the averages ever since. Since inception, FLPSX has annually beaten the S&P 500 by over 3% and the Russell 2000 by over 4%.

Management 196

Management Portfolio Management Investing Investments 196