Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

Financial Planner 175

Financial Planner Retirement Healthcare Numbers 175

The Big Picture

JULY 25, 2023

Also, given you have to turn DRIP on in most brokerage accounts, I wonder what percentage of investors reinvest as well (have looked but can’t seem to find this number anywhere).” Essentially, he was referring to the entire field of behavioral economics. The 10-year returns for equities (2012-2021) when the SPX generated 16.6%

Assets 246

Assets Accounting Taxes Economics 246

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. million per person in 2021 to $12.06

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

The Big Picture

SEPTEMBER 21, 2022

Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months. November 22, 2009). Black Friday #Fails.

Risk Tolerance 328

Risk Tolerance Budgeting Numbers Economics 328

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021. Intrinsic motivation appears to emanate from a number of fundamental drivers which are important both individually and within a team. We seek competitively advantaged companies as long-term protection of our businesses’ economics given our desire for longevity of return on capital.

Investing 52

Investing Investments Clients Economics 52

The Big Picture

JULY 26, 2023

It is one of those round numbers that people just kinda made up and started with for no apparent reason. But the 2% inflation target is LITERALLY a random number 2 that originated in New Zealand in the 1980s. If there was something magical about 2% as the ideal balance between prices and jobs, that would be one thing.

Economy 246

Economy Economics Numbers Banking 246

ClearMoney

JANUARY 4, 2022

The distribution of vaccines and the easing of lockdowns were followed by an economic rebound, but the emergence of new variants would be a setback for the recovery. Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high.

Marketing 52

Marketing Marketing Commission Government 52

Nationwide Financial

JANUARY 3, 2023

Housing market declined last year, approaching Covid-level numbers. recorded in June 2021. The number of job openings should continue to trend gradually lower. The highly monitored ratio of the number of openings relative to unemployed workers also fell to 1.7 The yield on the benchmark 10-year note climbed back to 3.88

Economics 52

Economics Manufacturing Numbers Economy 52

Calculated Risk

APRIL 24, 2024

This marked the 14th consecutive month of declining billings at firms as inflation, supply chain issues, and other economic challenges continue to affect business. While inquiries into new projects have continued to grow during that period, it has been at a slower pace than in 2021 and 2022. Click on graph for larger image.

Economics 95

Economics Clients Investing Investments 95

Calculated Risk

FEBRUARY 3, 2023

million jobs added, 2022 was the 2nd best year for job growth in US history behind only 2021 with 7.27 The headline jobs number in the January employment report was well above expectations, and employment for the previous two months was revised up by 71,000, combined. With revisions: The 4.81 million, was little changed in January.

Numbers 145

Numbers Economics Manufacturing 145

Calculated Risk

JANUARY 6, 2023

million jobs added, 2022 was the 2nd best year for job growth in US history behind only 2021 with 6.74 The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 28,000, combined. million, changed little in December. in the previous month.

Retail 145

Retail Numbers Economics Manufacturing 145

Nerd's Eye View

OCTOBER 28, 2022

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. The key considerations for advisors considering terminating a forgivable note early.

Financial Planner 186

Financial Planner Clients Valuation Economics 186

Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

Financial Planner 152

Financial Planner Retirement Healthcare Numbers 152

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021 jharrison Wed, 01/12/2022 - 04:28 Just want the PDF? Intrinsic motivation appears to emanate from a number of fundamental drivers which are important both individually and within a team. An outcome of having a lot of small advantages is that you can end up with ecosystem control (i.e.,

Investing 40

Investing Investments Clients Economics 40

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? When does crowd psychology take hope for economic return beyond what valuation can support? Or is it a convenient way to measure the relative economic value created between our starting and end points? What is Space?

Investing 52

Investing Investments Valuation Economics 52

Calculated Risk

FEBRUARY 2, 2024

million jobs added in 2023 was the 17th best year for job growth in US history (out of 84 years) following the two best years on record (2021 and 2022). The headline jobs number in the January employment report was well above expectations, and November and December payrolls were revised up by 126,000 combined. million, changed little.

Numbers 84

Numbers Economics Manufacturing 84

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. And what you saw in 2021 and 2022 is transitory inflation that got us to 9 percent on CPI. It’s a number that’s put out every Thursday for the previous week.

Numbers 277

Numbers Insurance Economy Marketing 277

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Nationwide Financial

JANUARY 24, 2023

Flu pandemics in 1957 and 1968 were followed by economic downturns while the 1918 Spanish flu was extremely disruptive to the entire society at the time. Moreover, there is little to no warning for consumers, businesses, or governments that an extreme shock will occur, making for a sharp shift in overall economic conditions.

Economy 119

Economy Economics Government Transportation 119

Nationwide Financial

MARCH 13, 2023

Quits rate falls, signals increased slack in market The quits rate fell in January to its lowest level since March 2021, suggesting there are fewer opportunities for workers to switch jobs. Despite the strong 311,000 gain in net new jobs in February, the average number of hours worked by employees fell a 0.1 percent rise in January.

Economics 52

Economics Retail Sales Food 52

Mish Talk

DECEMBER 16, 2022

Nonetheless, economic cheerleaders tout the monthly data even when the household survey shows major discrepancies. Fall & Winter Double Issue With that background please consider the Philadelphia Fed Fall & Economic Insights Winter Double Issue for 2022 Q3 and Q4, emphasis mine. Q&A What's Going On? But hooray!

Food 361

Food Sales Economics Retail 361

Calculated Risk

NOVEMBER 8, 2022

The institutional component was varied, experiencing growth in recreational and education projects, countered by a decline in the number of healthcare and public planning projects. On a year-over-year basis, the DMI was 28% higher than in October 2021, the commercial component was up 29%, and institutional planning was 25% higher.

Healthcare 120

Healthcare Education Planning Economics 120

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. In 2021, banks tried to kill remote work. Wall Street Journal ) see also Is Coffee Bringing People Back to the Office? Now, remote work is trying to kill banks.

Banking 152

Banking Math Distribution Investment Advisor 152

Calculated Risk

DECEMBER 28, 2022

"Pending home sales recorded the second-lowest monthly reading in 20 years as interest rates, which climbed at one of the fastest paces on record this year, drastically cut into the number of contract signings to buy a home," said NAR Chief Economist Lawrence Yun. Falling home sales and construction have hurt broader economic activity."

Sales 68

Sales Economics Numbers 68

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. According to the FY23 report, the total number of employees was 27,517. The Indian banking industry has been on a roll, thanks to strong economic growth, rising disposable incomes, increased consumerism, and easier credit access. 2021-22 ₹ 1,064.05 ₹ 132.30

Banking 102

Banking Planning Accounting Retail 102

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. That’s occurred alongside an impressive number of jobs still unfilled. To be sure, the number of unfilled job openings has declined to 9.6 A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9%

Economy 52

Economy Economics Investment Advisor Numbers 52

Walkner Condon Financial Advisors

AUGUST 5, 2022

If we think back to the outset of 2021 – which feels more like 10 years ago than a year and a half – it was easy to overlook inflation, while we focused on rolling out COVID-19 vaccines and the start of a new presidency. By the time June 2021 rolled around, that was up to 3%. And by the end of 2021, it was at 4.1%. Back in Dec.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. in December 2021, but still below the pre-pandemic level of 63.4%. in December 2021, but still below the pre-pandemic level of 63.4%. I'm adding some thoughts, and maybe some predictions for each question. by 2031 due to demographics.

Economics 108

Economics Sales Retirement Numbers 108

Discipline Funds

MARCH 6, 2024

This meant that there was very little demand for debt and so increasing the supply of potential loans was like an apple cart salesman increasing the number of apples he sells with the hope that more supply would create its own demand. The only people who say interest rates have had no material impact on economic growth are Americans.

Banking 112

Banking Government Economy Assets 112

Carson Wealth

JANUARY 8, 2024

The last time the S&P gained 20% (2021), stocks moved into a bear market the following year (2022), but the nine years before that (and 10 of the last 11) markets gained after a 20% year. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 While that is lower than the 4.8 million, or 2.6

Marketing 96

Marketing Marketing Economy Numbers 96

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? 2021 63 14.25 2014 5 0.14 2015 21 1.63 2016 26 3.18

Numbers 64

Numbers Retail Startup Investing 64

Zoe Financial

DECEMBER 11, 2023

Economic data points: Payroll numbers for November came up. Job openings in October fell for the third straight month, to the lowest since March 2021. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Nasdaq was up 0.7% for the week.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Validea

FEBRUARY 17, 2023

Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their strategies for the next year. for 2020 while the real number was -2.8%. Some years saw a bigger discrepancy; in 2019, the median prediction was 1.8%

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023.

Marketing 52

Marketing Marketing Economy Numbers 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 87

Marketing Marketing Economics Taxes 87

Walkner Condon Financial Advisors

JANUARY 30, 2024

The 2% number is somewhat arbitrary, but the Federal Open Market Committee (FOMC), or “the Fed”, made it the official target in January 2012. The current rate hiking cycle was very reactionary: The inflation spike that started in 2021 was the highest we’ve seen in nearly four decades and the Fed responded by raising rates in 2022.

Economy 75

Economy Financial Advisor Banking Economics 75

Calculated Risk

JANUARY 12, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. million jobs added in 2021. Job losses in construction haven't started yet because a record number of housing units are under construction. I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2022.

Economy 89

Economy Economics Sales Numbers 89