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 320

Financial Advisor Education Management Investing 320

Calculated Risk

AUGUST 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 198.6 in June, up from 1179.9

Healthcare 132

Healthcare Planning Retail Economics 132

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 120

Healthcare Planning Retail Economics 120

XY Planning Network

MAY 21, 2024

Since its approval by the SEC in 2002, the Internet Adviser Exemption has gained increasing popularity and interest among advisers as a possible path to SEC registration, especially if the adviser may not otherwise qualify for federal registration.

Financial Planning 81

Financial Planning Clients Planning Management 81

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 120

Portfolio Marketing Marketing 120

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 111

Healthcare Planning Education Retail 111

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 190

Management Portfolio Management Investments Investing 190

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 Investments Investing Management 223

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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74

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.

52

52

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 122

Education Planning Accounting Economics 122

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 108

Marketing Marketing 108

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 300

Engineering Economy Manufacturing Retirement 300

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 292

Medical Financial Advisor Education Assets 292

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 87

Insurance Sales Clients Investing 87

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

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 301

Marketing Marketing Investing Investments 301

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 107

Healthcare Planning Education Economics 107

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

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

The Big Picture

JUNE 2, 2024

The drug industry has used a 2002 letter to the editor published in the newspaper to beat back government attempts to lower prices. Ads are here, there — almost everywhere — on streaming services now. ( Wall Street Journal ) see also Angry at high drug prices? A letter in The Post is to blame (sort of).

Asset Allocation 157

Asset Allocation Pharmaceutical Healthcare Portfolio Management 157

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 121

Healthcare Planning Education Economics 121

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 261

Engineering Economics Assets Media 261

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 271

Media Transportation Engineering Distribution 271

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

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 72

Planning Economics 72

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

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 105

Healthcare Planning 105

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

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

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 125

Healthcare Education Planning Economics 125

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 103

Healthcare Economics Education Planning 103

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 105

Healthcare Education Planning 105

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 105

Healthcare Education Retail Planning 105

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 144

Ethics Financial Advisor Education Management 144

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 90

Healthcare Planning Education Economics 90