Calculated Risk

AUGUST 8, 2023

In comparison to January 2023, commercial planning activity is down 10% through July, while institutional planning is up 16%. Distinctly large institutional projects entering planning in May temporarily inflated month-to-month trends, but activity has since ticked down. This graph shows the Dodge Momentum Index since 2002.

Healthcare 130

Healthcare Education Planning Numbers 130

eMoney Advisor

APRIL 25, 2023

Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. 5 Values conversations can be especially beneficial for couples, and the planning process.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Carson Wealth

AUGUST 4, 2022

1 It’s a number that just keeps rising, too. Ways to Start Planning Early for Retirement Health Care Costs. Let’s start with the obvious: savings plans. Planning out these expenses could be a great way to reduce costs post-retirement. . Be sure to choose someone who’s familiar with the plans in your state.

Retirement 98

Retirement Insurance Insurance Coverage Taxes 98

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. Wed, 04/01/2020 - 09:31. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Random Roger's Retirement Planning

OCTOBER 25, 2022

The ten year numbers are awful for PRPFX because gold went down for about 4 years from 2013-2016. Going back to 2002 and PRPFX has a CAGR that beats VBAIX by 74 basis points annually thanks mostly to how well gold did in the first decade of this century.

Portfolio 95

Portfolio Retail Accounting Numbers 95

Trade Brains

JULY 27, 2022

The government sold 25% of its stake in 2002, as per its divestment plans. However, Tata Communications shelved the plans to buy Tata Teleservices, instead wanting to concentrate on strengthening the balance sheet. Tata Communications. Tata Communications, formerly Videsh Sanchar Nigam Ltd. In Closing.

Communication 113

Communication Engineering Media Government 113

Random Roger's Retirement Planning

MAY 6, 2024

Based on those numbers alone which go back to 1999, yeah, I want to learn more. That is not a bad result but might be less than you'd think when looking at the CAGR numbers. In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. Here's the year by year though.

Assets 98

Assets Portfolio Taxes Numbers 98

Indigo Marketing Agency

FEBRUARY 27, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). In addition to operating Seals Financial Planning & Investments , Steve takes time out from his busy schedule to help those in need.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

Random Roger's Retirement Planning

DECEMBER 12, 2024

I'm not taking the Peter Schiff stance, I've owned it for a while and not planning on selling soon but it could just be internet hokum all the same. The Technology Sector SPDR (XLK) peaked out in $60 in 2000 and it bottomed in 2002 at $12. James Seyffart posted the following from the Blackrock report that quantifies the risk added.

Portfolio 52

Portfolio Numbers Clients Retirement 52

Trade Brains

JANUARY 24, 2024

The number of taxpayers having an income of > Rs. Business Overview Established in 2002, Anand Rathi Wealth Limited (ARWL) commenced operations as an AMFI-registered Mutual Fund Distributor. The company also provides holistic services like estate planning and succession planning without charging clients.

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Random Roger's Retirement Planning

DECEMBER 11, 2024

The first from when I worked at Fisher Investments in 2002. I'd put an asterisk by the volatility number because of how little of the original capital was exposed to risk. A tiny slice of the portfolio into one of these, provided there was a fund with two names that you liked, could be a way to allocate to asymmetry.

Portfolio 52

Portfolio Management Math Taxes 52

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. Or at least the top, pick a number, 30, 40%. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. SEIDES: Before 2002, there were no capacity issues with whoever you thought the best hedge funds were. Less, 20, 30%? SEIDES: Oh no.

Management 130

Management Investing Investments Government 130

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. GAAP in 2002 7. We inherently prefer actual cash flow. Implicitly this means they will have a higher sensitivity to rising interest rates too.

Investments 52

Investments Investing Accounting Valuation 52

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. And so, that didn’t happen until 2002. I mean, you know, this is probably 2002.

Assets 157

Assets Investing Investments Valuation 157

Mr. Money Mustache

MAY 20, 2022

Only the Great Depression and the 1960s slump would have foiled this plan, and even then just barely. On the other hand, If you HAVEN’T retired yet, and your numbers still look good even now, I think it may actually be a better time to retire, since you can hope that history repeats itself and there is a recovery.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. Tell us a little about your plans coming out of college. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

Clients 280

Clients Financial Advisor Taxes Investing 280

The Big Picture

MARCH 27, 2023

Was that where you plan to go? RITHOLTZ: There’s safety in numbers. We talk about an S-curve for most industries, and there’s a very rapid expansion when you start with a good idea, and few people going after a very large pot, especially for distressed when you think of the 2001, 2002 periods. MIELLE: Right.

Assets 280

Assets Investing Investments Management 280

The Big Picture

SEPTEMBER 23, 2024

They have a number of businesses that they’ve taken over through the debt side of the equation. So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. It isn’t like that was the plan 40 years ago.

Banking 144

Banking Assets Investing Investments 144

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 98

Portfolio Management Taxes Numbers 98

Random Roger's Retirement Planning

JUNE 3, 2023

Now comes the grim numbers about how much we have collectively saved for retirement. A very undramatic example of this is all the championships that Boston teams won from 2002 until 2018 and we'll see what the Celtics can pull off this year. Nearly half of U.S. That much winning was awesome but not sustainable.

Retirement 72

Retirement Taxes Math Accounting 72

Sara Grillo

FEBRUARY 13, 2023

Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares. So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks. We’re going to just serve you beta.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: When they passed 2002, Friedman’s 90th birthday party in the Fed, Bernanke says facetiously to Friedman, “Apologizing for the Great Depression on behalf of the Federal Reserve, and ensuring that it won’t happen again.” Even if you have a Soviet planned economy, you need to allocate resources across time.

Banking 144

Banking Valuation Economy Investing 144

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 167

Assets Management Marketing Marketing 167

Trade Brains

APRIL 30, 2023

As of 2018, India ranked third on the list of countries with the highest number of family-owned businesses with 111 such companies. At the time of his death in 2002, Reliance was already a conglomerate having its business in the Oil and Gas, Refining, petrochemical, Electricity, Telecom, and Financial services industries.

Management 52

Management Pharmaceutical Engineering Ethics 52

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. Was that something you were planning on doing or — RIEDER: No. RITHOLTZ: So let’s talk a little bit about BlackRock.

Economy 144

Economy Numbers Marketing Marketing 144

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And the division that I was in was below plan. And 00:28:03 [Speaker Changed] That’s an amazing number. And the value line has all these statistical patterns. That was real money.

Management 261

Management Investing Investments Retail 261

The Big Picture

OCTOBER 15, 2024

Am I getting those numbers about right? And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. ’cause you’re coordinating just massive numbers of things and production and, and all sorts of stuff. So it’s a fun area.

Government 144

Government Electronics Engineering Healthcare 144

The Better Letter

JANUARY 12, 2023

Forecasting Follies 2023 In September of 2021, as President Joe Biden’s Build Back Better plan was being considered by Congress, many worried about the inflationary pressure of injecting an additional $2.4 Thanks for visiting. trillion into the economy in addition to the $4.1 trillion previously committed in response to the pandemic.

Economy 121

Economy Economics CFP Management 121

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

MAY 21, 2024

What was the career plan? Well, there was no career plan really. So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. Rule number nine from Bob Farrell.

Numbers 144

Numbers Banking Management Marketing 144

The Better Letter

OCTOBER 13, 2022

In 2002, Jon Stewart could see a “disenfranchised center” with a longing for “fairness, common sense, and moderation.” A new estimate for the total number of ants burrowing and buzzing on Earth comes to a whopping total of nearly 20 quadrillion. ” If that was true then, it isn’t true now.

Advertising 103

Advertising Media Communication Government 103

Calculated Risk

FEBRUARY 9, 2025

Over the month, commercial planning increased 4.2% while institutional planning improved 8.7%. Nonresidential planning activity saw diversified growth in January, with every vertical experiencing positive momentum, stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in January to 225.7

Healthcare 147

Healthcare Planning Education Numbers 147

Random Roger's Retirement Planning

FEBRUARY 16, 2025

I visited Walker on my second date with my future wife in 1991 and realized it was the answer but we didn't land there full time until 2002. If you're 50, you should have at least a general sense of when you want to retire how much you might need (rough number is fine) and where you stand in relation to that number.

Healthcare 40

Healthcare Numbers Retirement Taxes 40

The Big Picture

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. ’cause you cannot, you cannot, as a health plan directly manage the cost of care. . ’cause you cannot, you cannot, as a health plan directly manage the cost of care. 00:06:19 [Speaker Changed] Yes.

Healthcare 130

Healthcare Medical Investing Numbers 130