Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 214

Financial Planner CFP Financial Advisor Retirement Planning 214

Wealth Management

MAY 10, 2023

At the end of last year, there were a record 1,206 mutual funds and exchange-traded funds globally with a climate-related focus, up from 950 at the end of 2021.

Numbers 65

Numbers 65

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e.,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Tue, 10/11/2022 - 17:44. Download the Report. . A Letter of Introduction From The Portfolio Managers.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

ClearMoney

JANUARY 4, 2022

Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand.

Marketing 52

Marketing Marketing Commission Government 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

The Big Picture

APRIL 12, 2023

prior month), the big number is not so big: 5.0% December 9, 2022) How Everybody Miscalculated Housing Demand (July 29, 2021)] The post CPI = 5.0% (Time to Stop Raising Rates) appeared first on The Big Picture. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment.

Food 350

Food Numbers 350

The Big Picture

JANUARY 23, 2023

Microsoft laid off 10% of its 221,000 workforce bringing headcount back to mid-2021 levels. I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Amazon , now has 1.5 million employees, more than half of whom were hired in 2020-2022.

Economics 319

Economics Numbers Planning Investing 319

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Thu, 05/12/2022 - 05:00. . A Letter of Introduction From The Portfolio Managers.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Indigo Marketing Agency

NOVEMBER 20, 2020

There are more than a few reasons to look forward to 2021. If this trend continues, by 2021, the median AUM for financial advisors will hover around $97 million. . According to one recent report , the number of independent broker-dealer firms has been in a steady decline for the past decade, resulting in 819 firms in 2018.

Financial Advisor 52

Financial Advisor Wealth Advisor Clients Wealth Management 52

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. Wed, 01/12/2022 - 04:28. Just want the PDF? Download it here >. What Drives Intrinsic Motivation.

Investing 52

Investing Investments Clients Economics 52

Nerd's Eye View

NOVEMBER 15, 2023

government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. While the ERC is indeed legitimate, determining eligibility is complex largely due to its phased implementation across 4 separate 'phases' spanning most of 2020 and all of 2021.

Clients 230

Clients Taxes Government Startup 230

The Big Picture

OCTOBER 17, 2022

off of its 2021 highs. “Tesla’s strategic use of semiconductors has lowered the number of chips required to produce vehicles” has cut lead times , and allowed the firm to make more cars with fewer chips. 2021’s Surprising Laggard: Amazon (January 5, 2022). See also : 7 Trends in Car Markets (December 23, 2021).

Valuation 310

Valuation Numbers Sales Marketing 310

The Big Picture

JULY 27, 2022

By any measure, we still have an enormous number of unfilled positions. But also look at the year-over-year change in the Quits Rate: It spiked in percentage terms to all-time highs in early 2021, before slowly easing back towards (more or less) flat to 2019 over the ensuing 12 months. Wages in America.

Medicine 327

Medicine Numbers Food Insurance 327

The Big Picture

JUNE 16, 2023

To put it in numbers: Their share has gone from about 23% to about 32%. Previously : America’s Corporate Welfare Queens (November 13, 2013) Minimum Wage Increases Do Not Destroy Jobs (January 24, 2019) Generational Reset of Minimum Wage (November 30, 2021) Wages in America The post Americonned appeared first on The Big Picture.

Numbers 330

Numbers 330

Calculated Risk

APRIL 11, 2024

However, the number of homes on the market is still down 37.9% Listing activities rebounded significantly after a dip during the Easter holiday, reaching the highest growth rate after April 2021.However, Listing activities rebounded significantly after a dip during the Easter holiday, reaching the highest growth rate after April 2021.However,

Sales 101

Sales Numbers Marketing Marketing 101

Calculated Risk

FEBRUARY 2, 2024

Increasing number weekly for Hospitalized and Deaths ✅ Goal met. This graph shows the weekly (columns) number of deaths reported. Still weekly deaths are far below the weekly peak of 26,000 in January 2021. 2,258 2,076 ≤350 1 1 my goals to stop weekly posts, 2 Weekly for Currently Hospitalized, and Deaths ?

Numbers 114

Numbers 114

Calculated Risk

JANUARY 26, 2024

Increasing number weekly for Hospitalized and Deaths ✅ Goal met. This graph shows the weekly (columns) number of deaths reported. Still weekly deaths are far below the weekly peak of 26,000 in January 2021. 1,978 1,806 ≤350 1 1 my goals to stop weekly posts, 2 Weekly for Currently Hospitalized, and Deaths ?

Numbers 111

Numbers 111

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 232

Financial Advisor Numbers 232

Calculated Risk

FEBRUARY 16, 2024

Increasing number weekly for Hospitalized and Deaths ✅ Goal met. This graph shows the weekly (columns) number of deaths reported. Still weekly deaths are far below the weekly peak of 26,000 in January 2021. Click on graph for larger image. Weekly deaths have more than quadrupled from a low of 485 in early July.

Numbers 105

Numbers 105

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.

Investing 40

Investing Investments Clients Economics 40

Calculated Risk

MAY 19, 2023

After the first few weeks, the pandemic low for weekly deaths had been the week of July 7, 2021, at 1,690 deaths (until recently). Increasing number weekly for Hospitalized and Deaths ✅ Goal met. Increasing number weekly for Hospitalized and Deaths ✅ Goal met. This graph shows the weekly (columns) number of deaths reported.

Numbers 134

Numbers 134

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).” The 10-year returns for equities (2012-2021) when the SPX generated 16.6% Essentially, he was referring to the entire field of behavioral economics.

Assets 246

Assets Accounting Taxes Economics 246

Calculated Risk

JANUARY 5, 2024

Increasing number weekly for Hospitalized and Deaths ✅ Goal met. This graph shows the weekly (columns) number of deaths reported. Still weekly deaths are far below the weekly peak of 26,000 in January 2021. 1,614 1,605 ≤350 1 1 my goals to stop weekly posts, 2 Weekly for Currently Hospitalized, and Deaths ?

Numbers 108

Numbers 108

Calculated Risk

JUNE 29, 2023

As mortgage rates surged in 2022, buyers saw costs soar, and a large number of shoppers reoriented their housing plans. The time it took to sell a home lengthened and the number of homes for sale piled up. Flash forward a little more than a year, and this week, the number of homes actively for sale slipped compared to a year ago.

Numbers 133

Numbers Sales Planning Marketing 133

The Big Picture

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. Were you a late FOMO buyer in 2021? Some folks who are more familiar with the numbers than I have suggested it will not be pretty. End of ZIRP?

Economics 246

Economics Valuation Marketing Marketing 246

Calculated Risk

SEPTEMBER 22, 2023

Increasing number weekly for Hospitalized and Deaths ✅ Goal met. This graph shows the weekly (columns) number of deaths reported. Weekly deaths are increasing, but far below the weekly peak of 26,000 in January 2021. 1,005 959 ≤350 1 1 my goals to stop weekly posts, 2 Weekly for Currently Hospitalized, and Deaths ?

Numbers 112

Numbers 112

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? You don’t have to extend your time horizon very far to see value in those numbers! We wish you all a safe, healthy and prosperous 2021. Download it here > What is Time? What is Space? What is Time?

Investing 52

Investing Investments Valuation Economics 52

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 180

Financial Planner Retirement Healthcare Numbers 180

Calculated Risk

SEPTEMBER 1, 2023

After the first few weeks, the pandemic low for weekly deaths had been the week of July 7, 2021, at 1,690 deaths (until recently). Increasing number weekly for Hospitalized and Deaths ✅ Goal met. Increasing number weekly for Hospitalized and Deaths ✅ Goal met. This graph shows the weekly (columns) number of deaths reported.

Numbers 111

Numbers 111

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 280

Numbers Insurance Economy Marketing 280

A Wealth of Common Sense

JUNE 4, 2023

This one has to be painful for anyone who’s in the market for a house right now: The year-over-year numbers up 15% are bad enough being but just look at how much more affordable things were as recently as 2020 and 2021. This is part of the r.

Numbers 124

Numbers Sales Marketing Marketing 124

The Big Picture

JUNE 22, 2023

I suspect most people don’t have any idea about these numbers, and imagine the various starts to be closer together in dollar amounts than they actually are. The top 0.01% of US households had at least $111 million in net worth in 2012, compared to $4 million for the 1 %.

Distribution 297

Distribution Assets Economics Numbers 297