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 187

Management Portfolio Management Investing Investments 187

Abnormal Returns

OCTOBER 23, 2022

awealthofcommonsense.com) A visualization of the largest public companies by market cap from 2002-2022. (awealthofcommonsense.com) A bear market provides different opportunities for different generations. visualcapitalist.com) Why investors should pay more attention the 40 in a 60/40 portfolio.

Portfolio 124

Portfolio Marketing Marketing 124

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.

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Advisor Perspectives

JANUARY 24, 2024

The euro celebrates 25 years of virtual existence this month, with its digital creation in 1999 followed by the introduction of physical notes and coins in 2002. It's embedded successfully as the domestic means of exchange within the 20-nation euro zone.

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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

The Irrelevant Investor

SEPTEMBER 22, 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%. The S&P 500 has declined more than 1% in one out of four days so far in 2022. Mega cap tech stocks have been the best performing stocks for the last decade. That tailwind has now reversed.

Marketing 109

Marketing Marketing 109

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 297

Engineering Economy Manufacturing Retirement 297

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 288

Medical Financial Advisor Education Assets 288

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 297

Marketing Marketing Investing Investments 297

Million Dollar Round Table (MDRT)

FEBRUARY 23, 2023

Between 2002 and 2004, his investments caught up to him. Heckert, CLU, ChFC , a 35-year member from Nashville, Illinois. Earlier in his career, thanks to his professional success, he accumulated other businesses including a car wash and multiple shoe stores. There were times when his credit card was declined, which was a humbling experience.

Insurance 85

Insurance Sales Clients Investing 85

Calculated Risk

AUGUST 9, 2022

This graph shows the Dodge Momentum Index since 2002. The commercial component was 15% higher, while the institutional component was 3% lower than a year ago.July 2021. emphasis added Click on graph for larger image. The index was at 178.7 in July, up from 173.6

Healthcare 145

Healthcare Education Planning 145

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 70

Planning Economics 70

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 119

Healthcare Planning Education Economics 119

NAIFA Advisor Today

JUNE 7, 2023

In 2002, Lynn Schreder entered the insurance and financial services industry after being laid off from her telecommunications job. She put her problem-solving skills to work and soon found that she loved having a career dedicated to helping people.

Financial Services 52

Financial Services Insurance 52

Abnormal Returns

OCTOBER 18, 2022

on.ft.com) A visualization of the largest public companies by market cap from 2002-2022. Markets A sizable chunk of the companies that went public from 2019-21 are trading below their IPO price. visualcapitalist.com) Companies Combining News ($NWS) and Fox ($FOX) is about Rupert Murdoch, not shareholder value.

Startup 130

Startup Recruitment Financial Advising Media 130

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 259

Engineering Economics Assets Media 259

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.

Transportation 269

Transportation Media Engineering Distribution 269

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 143

Healthcare Education Planning Government 143

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 104

Healthcare Planning 104

Advisor Perspectives

DECEMBER 13, 2022

With mortgage rates retreating from their highest since 2002 and the US housing market cooling, some buyers are expecting to get a deal next year instead of having to contend with sky-high home prices. Unfortunately, that’s just wishful thinking.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

DECEMBER 8, 2022

Using the popular broad dollar index, it managed to rise to its highest level since 2002 by the end of September. It’s been a spectacular year for the US dollar. Since then, the greenback has endured a peak-to-trough fall of more than 9% and continues to trend downward.

Management 52

Management 52

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 124

Healthcare Education Planning Economics 124

NAIFA Advisor Today

APRIL 5, 2023

He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. Former NFL player Marques Ogden is a keynote speaker, business coach, and corporate consultant, passionate about elevating his clients' success.

Financial Services 52

Financial Services Insurance Consulting Clients 52

Random Roger's Retirement Planning

MARCH 24, 2024

Merger arbitrage could have some sort of problem I suppose but the under the symbol MERFX, which goes back to 1990, the worst year for the fund was 2002 when it dropped 5.67% but during that year it did go down 14% before recovering most of that decline before the year ended. That can only be taken as a proxy but it's better than nothing.

Portfolio 84

Portfolio Management Taxes Numbers 84

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 102

Healthcare Economics Education Retail 102

MainStreet Financial Planning

NOVEMBER 2, 2022

November 4th, 2002, Jim Ludwick founded MainStreet Financial Planning. His desire to create a fee-only Financial planning firm accessible to people from all walks of life has now been around for 20 years. In that time, we have assisted on almost 2000 individual projects and counting!

Fee Only 52

Fee Only Financial Planning Retirement Planning 52

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 104

Healthcare Education Planning 104

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 89

Healthcare Education Planning Economics 89

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 104

Healthcare Retail Education Planning 104

The Big Picture

OCTOBER 19, 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. . • NBA Power Rankings: Warriors at No. The Athletic ). What a Stock Market Bottom Looks Like.

Ethics 143

Ethics Financial Advisor Education Management 143

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 67

Education Healthcare Planning Economics 67

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 108

Healthcare Economics Planning Education 108

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 144

Sales Marketing Marketing 144

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 101

Healthcare Education Economics Banking 101

MarketWatch

MARCH 7, 2023

of the 38,000 employees the company had in 2002, which was its first full-year as a public company. more than 2002 revenue of $809.6 The 2022 workforce was just 13.7% of the peak of 52,000 employees WW had in 2008, and was 18.7% Meanwhile, 2022 revenue of $1.04 billion was down 8.7% from 2019, represented 67.8% of 2008 revenue of $1.54

Management 40

Management Marketing Marketing 40

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 143

Sales Marketing Marketing 143

The Big Picture

OCTOBER 14, 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. Billboard ). He runs the business that provides investments, services, education, and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets.

Insurance 164

Insurance Economics Financial Advisor Education 164