The Big Picture

JANUARY 5, 2023

The post Stocks That Lost the Most Market Cap in 2022 appeared first on The Big Picture. Source: Reddit.

Marketing 310

Marketing Marketing Investing Investments 310

Pragmatic Capitalism

JANUARY 2, 2023

Here are some of my favorite posts from 2022. It was a busy year with my young kids so I didn’t write as much as I had hoped, but one [ … ]

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The Reformed Broker

FEBRUARY 26, 2023

The post Berkshire Hathaway 2022 annual report appeared first on The Reformed Broker. Berkshire is not always a port in the storm, but it has always made it out of the storm by focusing on the most important things: Free cash flow, profitability, diversification and quality of management.

Management 130

Management Investing Investments 130

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Commission 228

Commission Financial Planning Ethics Planning 228

Calculated Risk

JANUARY 31, 2023

The Census Bureau released the Residential Vacancies and Homeownership report for Q4 2022. National vacancy rates in the fourth quarter 2022 were 5.8 percent) and not statistically different from the rate in the third quarter 2022 (6.0 percent) and not statistically different from the rate in the third quarter 2022 (0.9

Numbers 131

Numbers Media 131

Calculated Risk

JUNE 1, 2023

From the National Center for Health Statistics: Births: Provisional Data for 2022. The NCHS reports: The provisional number of births for the United States in 2022 was 3,661,220, a nonsignificant decline from 2021. births per 1,000 women in 2022, essentially unchanged from 2021. births through 2022.

Numbers 96

Numbers 96

Calculated Risk

FEBRUARY 8, 2023

31, 2022, continuing a fall that coincided with the start of the COVID-19 pandemic. Annual bankruptcy filings in calendar year 2022 totaled 387,721, compared with 413,616 cases in 2021, according to statistics released by the Administrative Office of the U.S. Courts: Bankruptcy Filings Drop 6.3 Percent Bankruptcy filings fell 6.3

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A Wealth of Common Sense

JANUARY 8, 2023

Here’s the updated quilt with 2022 data: I have A LOT of tho. We get Chinese takeout for lunch every year on Christmas day. And we update my asset allocation quilt once a year when the calendar turns (OK that’s just me). Let’s do this.

Asset Allocation 136

Asset Allocation Assets Marketing Marketing 136

Advisor Perspectives

MARCH 26, 2024

in January, its first decline since August 2022. The Federal Housing Finance Agency (FHFA) house price index (HPI) fell to 417.5 house prices decreased by 0.1% from the previous month and are up 6.4% from one year ago. After adjusting for inflation, the real index was down 0.2% month-over-month and up 4.7% year-over-year.

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Calculated Risk

APRIL 13, 2023

Earliler the Census Bureau released the population estimates for July 2022 by age, and I've updated the table from the previous post. The table below shows the top 10 cohorts by size for 2010, 2022 (released recently), and the most recent Census Bureau projections for 2030. population by age in July 2022 according to the Census Bureau.

Economy 145

Economy Numbers 145

Investment Writing

NOVEMBER 15, 2022

Here are some of the books that I enjoyed reading during 2022. I received four of these books through The Wall Street Journal ’s free book program, which I wrote about in my September 2022 e-newsletter. The post My 2022 reading appeared first on Susan Weiner Investment Writing. Actually, the Comma Goes Here by Lucy Cripps.

Food 102

Food Medicine Retirement Planning Commission 102

Calculated Risk

NOVEMBER 2, 2022

The Census Bureau released the Residential Vacancies and Homeownership report for Q3 2022. National vacancy rates in the third quarter 2022 were 6.0 percentage points higher than the rate in the second quarter 2022 (5.6 percent) and not statistically different from the rate in the second quarter 2022 (0.8 percent) and 0.4

Numbers 116

Numbers Media 116

James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear.

Investment Advisor 98

Investment Advisor License Banking Insurance 98

Calculated Risk

OCTOBER 17, 2022

Here are the same week inventory changes for the last four years ( usually inventory is declining at this time of year ): 2022: +5.0K Inventory bottomed seasonally at the beginning of March 2022 and is now up 135% since then. The seasonal bottom (happened on March 4, 2022, for Altos) ? Altos reports inventory is up 33.7%

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Calculated Risk

AUGUST 2, 2022

The Census Bureau released the Residential Vacancies and Homeownership report for Q2 2022. National vacancy rates in the second quarter 2022 were 5.6 percent) and not statistically different from the rate in the first quarter 2022 (5.8 percent) and virtually the same as the rate in the first quarter 2022 (0.8

Numbers 117

Numbers Media 117

Calculated Risk

FEBRUARY 28, 2023

The FDIC released the Quarterly Banking Profile for Q4 2022: Reports from 4,706 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reflect aggregate net income of $68.4 billion in fourth quarter 2022, a decrease of $3.3 billion (4.6 percent) from the third quarter.

Banking 144

Banking Insurance Numbers Assets 144

Advisor Perspectives

SEPTEMBER 13, 2023

The median US income in 2022 was $74,580, up from $22,420 in 1984 — a 233% rise over the 38-year time frame. However, if we adjust for inflation chained in 2022 dollars, the 1984 median is $56,780, and the increase drops to 31%.

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Calculated Risk

OCTOBER 31, 2022

Here are the same week inventory changes for the last four years ( usually inventory is declining at this time of year ): 2022: +5.2K (still increasing!) Inventory bottomed seasonally at the beginning of March 2022 and is now up 139% since then. The seasonal bottom (happened on March 4, 2022, for Altos) ? week-over-week.

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Calculated Risk

SEPTEMBER 9, 2022

The FDIC released the Quarterly Banking Profile for Q2 2022 this morning: Quarterly net income totaled $64.4 billion in second quarter 2022 , a reduction of $6.0 The number of FDIC-insured institutions declined from 4,796 in first quarter 2022 to 4,771. billion (8.5 percent) from the same quarter a year ago. billion, or 25.0

Banking 139

Banking Insurance Numbers Assets 139

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Below are my five favorite book club picks from 2022. Not only did I enjoy the book, but a highlight of my year was talking with the author during a 2022 MDRT EDGE session. Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. I hope you will find them as insightful as I did.

CFP 81

CFP Financial Advisor Communication 81

Calculated Risk

AUGUST 11, 2022

From the MBA: Mortgage Delinquencies Decrease in the Second Quarter of 2022 The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased to a seasonally adjusted rate of 3.64 The delinquency rate was down 47 basis points from the first quarter of 2022 and down 183 basis points from one year ago. “At

Economics 145

Economics Sales Marketing Marketing 145

Financial Symmetry

JULY 25, 2022

The post 2022 2nd Quarter Market Update appeared first on Financial Symmetry, Inc. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to … Continued.

Marketing 97

Marketing Marketing Portfolio Investing 97

Advisor Perspectives

JANUARY 18, 2024

The latest reading is lower than the forecast of 207,000 and marks the lowest level for initial jobless claims since September 2022. In the week ending January 13, initial jobless claims were at a seasonally adjusted level of 187,000, a decrease of 16,000 from the previous week's revised figure.

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Calculated Risk

MARCH 27, 2024

below the recent peak in 2022. The second graph shows the same two indexes in real terms (adjusted for inflation using CPI). In real terms (using CPI), the National index is 2.4% below the recent peak , and the Composite 20 index is 3.3% Both indexes were mostly flat in January in real terms. In real terms, national house prices are 10.2%

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Wealth Management

FEBRUARY 3, 2023

The IBD reported a slowdown in recruited assets in 2022, although its traditional independent advisor channel had a strong quarter.

Recruitment 97

Recruitment Assets 97

Advisor Perspectives

MARCH 1, 2024

in January, signaling the strongest improvement in operating conditions since July 2022. The February S&P Global US Manufacturing PMI™ rose to 52.2 The latest reading was higher than the forecasted reading of 51.5.

Manufacturing 64

Manufacturing 64

Calculated Risk

NOVEMBER 10, 2022

From the MBA: Mortgage Delinquencies Decrease to New Survey Low in the Third Quarter of 2022 The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased to a seasonally adjusted rate of 3.45 The percentage of loans in the foreclosure process at the end of the third quarter of 2022 was 0.56 percent. “The

Numbers 141

Numbers 141

A Wealth of Common Sense

JANUARY 4, 2023

However, there was also an Occum’s razor answer for the losses in financial markets in 2022. There were a number of reasons for the large losses in financial markets this past year — the Fed went on a rating hiking rampage, bond yields rose a great deal, inflation hit 40 year highs, there was a war and about a dozen other factors.

Marketing 91

Marketing Marketing Financial Market Numbers 91

Calculated Risk

AUGUST 30, 2022

From the Las Vegas Visitor Authority: July 2022 Las Vegas Visitor Statistics July saw the highest monthly visitation since the start of the pandemic, reaching nearly 3.5M The first graph shows visitor traffic for 2019 (dark blue), 2020 (light blue), 2021 (yellow) and 2022 (red) Visitor traffic was down 5.3% YoY and just 5.3%

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AdvicePay

JANUARY 6, 2023

I think we can all agree that 2022 was a huge year for fee-for-service financial planning! As we reflect back on the year, we've compiled our top five most-read blog posts of 2022. From creating a client service calendar to generating 5-figure flat fees for service, we covered a lot of hot topics.

Financial Planning 74

Financial Planning Clients Planning Sales 74

Alpha Architect

SEPTEMBER 8, 2022

Global Factor Performance: September 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 82

Asset Allocation Assets Investing Investments 82

Investment Writing

JULY 12, 2022

My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. The post Top posts from 2022’s second quarter appeared first on Susan Weiner Investment Writing. Check out my top posts from the second quarter! Get angry to blog.

Investing 97

Investing Investments Marketing Marketing 97

Million Dollar Round Table (MDRT)

JANUARY 10, 2023

By Antoinette Tuscano, MDRT Content Specialist Videos about ideas for better client communications topped the list for viewers of MDRT’s YouTube channel for videos posted in 2022.

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Communication Clients 81