The Big Picture

MAY 13, 2025

So I had oversight of our 420 plus the number’s probably even greater now, first mutual funds and increasingly ETFs. 00:08:27 [Speaker Changed] And, and a lot of people don’t realize because, you know, Vanguard and BlackRock are synonymous with broad indexing, but am I getting the numbers right? But there’s 10 Yeah.

Clients 130

Clients Investing Investments Management 130

The Better Letter

JANUARY 10, 2025

GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. Chevron, which had been known as Standard Oil of California, returned to the top ten at number eight. Indeed, energy was the best performing market sector from 2000-2015.

Numbers 100

Numbers Retail Pharmaceutical Government 100

Getting Your Financial Ducks In A Row

FEBRUARY 3, 2025

Fraudsters often try tricking businesses and others into sharing personal information — such as names, passwords and account numbers — through emails, texts and direct messages made to look like they come from a legitimate source, like the IRS, a bank or a trusted tax professional.

Taxes 52

Taxes Media Numbers Electronics 52

The Big Picture

MAY 7, 2025

And I, well, it was that, and it was about him and a number of other people. You start from 2015. Gold in 2015 looked very different than it did at the end of 2011. I mean, there was a, I saw a wonderful article in the journal a couple of weeks ago. (I I saw that. I saw, I know where you’re going John Paulson, right?)

Asset Allocation 144

Asset Allocation Medical Assets Management 144

Wealth Management

JULY 18, 2025

Number 8860726. Over 57 million individuals are currently over age 65, and that number will climb to an estimated 88 million by 2060. 2 These individuals often face chronic conditions such as Alzheimer’s disease, which affects more than 6 million Americans, a number that’s projected to triple by 2050. Since 2007, the U.S.

Estate Planning 146

Estate Planning Wealth Management Planning Clients 146

Nerd's Eye View

DECEMBER 23, 2024

As 2024 comes to a close, it is a time of reflection on the year… and leaves me so thankful once again to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!)

Financial Advisor 130

Financial Advisor Numbers Investing Investments 130

Trade Brains

JUNE 24, 2025

Ajinkya Rahane vs South Africa – 2015 Scores : 127 & 100* Opponent : South Africa Year : 2015 Venue : Delhi On a pitch that challenged most batters, Rahane displayed brilliant footwork and concentration. His twin centuries helped India set up a huge lead and win the match comfortably.

Numbers 59

Numbers 59

Trade Brains

JUNE 17, 2025

A Look at His Domestic Dominance Rathnayake began his first-class journey in 2015 with the Sinhalese Sports Club and has been a reliable performer across formats. Let’s break down his numbers: First-Class Cricket Matches: 73 Wickets: 337 Average: 29.30

Economy 52

Economy Numbers 52

Calculated Risk

AUGUST 1, 2022

Apple has discontinued "Apple mobility", and restaurant traffic is mostly back to normal. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This graph shows weekly turnstile entries since 2015. This data is as of July 31st. Click on graph for larger image.

Economy 360

Economy Transportation Numbers Sales 360

The Big Picture

JANUARY 23, 2023

I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them.

Economics 322

Economics Numbers Planning Investing 322

The Big Picture

DECEMBER 8, 2023

That is a significant number to recall whenever people posit we either are in, or just were in, or are about to tumble into a recession. but most months, the specific number is more or less a rounding error. It was that 157.087 million people are employed full-time in the United States.1 This is not a popular opinion.

Numbers 261

Numbers Retirement Economy Accounting 261

The Big Picture

DECEMBER 11, 2023

There are many sources of “Shrinkage” of inventory, and while there is some debate as to the largest sources, they look something like this: Employee theft : It’s the number one source of shrinkage. (My My experience: it is often uinderreported by companies). for over a decade.”

Retail 353

Retail Accounting Sales Numbers 353

Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!)

Financial Advisor 246

Financial Advisor Numbers 246

Calculated Risk

SEPTEMBER 22, 2023

delinquency rate improved by 4 basis points in August and is nearly a full percentage point below its 2015-2019 same-month average • However, steady slowing in the annual rate of improvement -- from -40% in early 2022 to -0.8% month over month) foreclosure starts – equating to 6.8% in August compared to July and decreased 0.8% year-over-year.

Numbers 182

Numbers Sales 182

Calculated Risk

JULY 25, 2022

Apple has discontinued "Apple mobility", and restaurant traffic is mostly back to normal. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This graph shows weekly turnstile entries since 2015. This data is as of July 24th. Click on graph for larger image.

Economy 246

Economy Transportation Numbers Sales 246

Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!).

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. Thu, 11/12/2015 - 11:10. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Overview of 2015.

Planning 52

Planning Taxes Distribution Medical 52

The Big Picture

AUGUST 1, 2023

Some folks who are more familiar with the numbers than I have suggested it will not be pretty. January 24, 2015) The post Round Trip appeared first on The Big Picture. That was a crowded trade, and it has underperformed versus equities since.

Economics 246

Economics Valuation Marketing Marketing 246

Good Financial Cents

AUGUST 14, 2023

Here’s a look at Bitcoin’s annual returns from 2010 to 2022: Bitcoin 10-Year Return Chart Year Return (%) 2011 1,473 2012 186 2013 5,507 2014 -58 2015 35 2016 125 2017 1,331 2018 -73 2019 95 2020 301 2021 90 2022 -81.02 Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30 2015 35 -10.67

Assets 119

Assets Investing Investments Numbers 119

Million Dollar Round Table (MDRT)

JUNE 13, 2023

If I receive a call from a number I don’t recognize, I always answer with a big smile and say, ‘It’s a great day; this is Roger.’ In his 2015 MDRT Annual Meeting presentation , Shawn Achor recommended three effective habits to boost happiness: Think of three new things you’re grateful for every day. It’s about 50-50.

Numbers 98

Numbers Clients 98

Discipline Funds

MAY 28, 2024

And by 2015 Americans were spending just 45% of their income on these items. This is a huge number. It’s a number so big that it’s made standardized financial planning rules void of value. I think I know what’s going on here. In the year 1900 an American had to spend 80% of their income on just these items.

Food 120

Food Medical Economy Financial Planning 120

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. In 2011 there was the US debt downgrade, and in 2015 China’s surprise devaluation of its currency. The current number remains consistent with the 2018-2019 average, despite a larger labor force now. What a Week What a week!

Marketing 95

Marketing Marketing Numbers Economy 95

Advisor Perspectives

DECEMBER 1, 2023

Over 10,000 advisors became RIAs between 2015 and 2020 alone. As the numbers keep rising, so do the number of business models and technologies that help advisors build a practice exactly as they imagined. Ever wonder why?

Investment Advisor 52

Investment Advisor Numbers Economics Investing 52

The Irrelevant Investor

DECEMBER 15, 2015

Looking at this minuscule number helps clarify what we already know, that so much of the day-to-day stuff on the screen and on TV is just noise. Anyway, for the purposes of this exercise, I am using YTD numbers. first rate hike since 2006, let's take a moment to review what type of year it's been for U.S. compared to the 7.6%

Numbers 52

Numbers Marketing Marketing Investing 52

Random Roger's Retirement Planning

JANUARY 22, 2023

Some fund had a very good year or even great and the 5 and 10 year numbers look very favorable compared to that fund's benchmark. If the outperformance from the one great year is strong enough, it will move the needle on all of the long term performance numbers. In 2015 it was up 8.93% versus 1.25 Do you see the flaw yet?

Numbers 74

Numbers Clients Marketing Marketing 74

The Irrelevant Investor

NOVEMBER 20, 2021

When The Wall Street Journal first published "The Billion Dollar Startup Club" in February 2015, 84 companies had the rare unicorn status. These numbers, which felt crazy at the time, seem quaint compared to today. Today there are 1,000 of 'em. A private company with a billion-dollar valuation used to be special. Now it's ordinary.

Math 52

Math Startup Numbers Valuation 52

Random Roger's Retirement Planning

AUGUST 5, 2023

The gross numbers aren't that far off but some of those drawdowns look like deathblows. Turns out there's a mutual fund version with symbol HCMDX with a track record back to 2015. I got a reply from @HMLCompounder who back tested 3X S&P to the cash index with the following result. Note, this is very much a theoretical conversation.

Portfolio 93

Portfolio Clients Taxes Numbers 93

oXYGen Financial

JULY 28, 2024

In 2015, this number was $233,610, showing a significant increase in. ]] According to USDA data and BLS inflation statistics, raising a child in 2023 could cost an average of $331,933 from birth until the age of 18. This figure excludes college education costs if parents choose to contribute.

Education 40

Education Numbers 40

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Core CPI is an attempt to strip out the most variable drivers of inflation (namely food and energy) from the base (or “headline”) CPI number, but the costs of food and energy can infiltrate into core CPI items such as apparel and household goods.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? 2015 21 1.63 Is India experiencing an IPO boom? 2014 5 0.14

Numbers 64

Numbers Retail Startup Investing 64

The Irrelevant Investor

DECEMBER 20, 2018

Sticking with the S&P 500, the number of new lows has spiked, which happened near previous bottoms (Feb 2016, Aug 2015, Oct 2011). In somewhat surprising news the cheapest stocks, at least sorted by P/E, are getting hit the hardest. The washout in percent of stocks above the 200-day shows a similar picture.

Numbers 52

Numbers Marketing Marketing 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

The way that number went up though, I don't know if it was a real number or not. Another highlight was in 2015 (I think), right after the Fitbit IPO. There were articles that may have been written just by Seeking Alpha staff or friends of founder David Jackson.

Numbers 81

Numbers Taxes Investing Assets 81

The Irrelevant Investor

FEBRUARY 11, 2020

As of 2015, the home ownership rate of millennials between the ages of 25 and 34 was 37, approximately 8 percentage points lower than the homeowner ship rate of Gen Xers and baby boomers at the same age. It looks like people age 18-29 had the highest number of mortgage origination in dollar terms than any time since 2007.

Numbers 52

Numbers Marketing Marketing 52

The Irrelevant Investor

OCTOBER 10, 2016

According to Dimensional Funds, in 2015 the average number of daily global equity trades was 98.6 These numbers are so big that they become almost meaningless. million, or $447.3 billion a day. Jack Bogle estimates in Clash of the Financial Cultures that we spend $33 trillion on trading a year, or 220% of U.S.

Financial Market 52

Financial Market Numbers Marketing Marketing 52

The Irrelevant Investor

JANUARY 28, 2019

Consider some data points from Destined For War by Graham Allison In 2015, China replaced a 1,300 ton bridge in 43 hours In 2015, China was adding another billionaire a week China built 2.6 Even if we had the facts ahead of time, we wouldn't necessarily know how the market would respond.

Numbers 52

Numbers Economy Marketing Marketing 52

The Irrelevant Investor

FEBRUARY 1, 2020

With Patrick O'Shaughnessy and Chetan Puttagunta Life after football was gonna be finance With Toby Carlisle and Tim Kohn Books As the number of credit card holders grew, and as inflation imposed its relentless logic, people began to gain a new awareness of the implications that came with certain credit card actions.

Economy 52

Economy Education Numbers Portfolio 52