Calculated Risk

APRIL 10, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2024 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels. year-over-year in March.

Marketing 110

Marketing Marketing Numbers 110

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning 212

Retirement Planning Compliance Startup Clients 212

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 172

Insurance Numbers Clients Business Planning 172

Calculated Risk

APRIL 27, 2024

10:00 AM: the Q1 2024 Housing Vacancies and Homeownership from the Census Bureau. -- Wednesday, May 1st -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. The number of job openings (black) were down 11% year-over-year in February. up from 41.4 million from 8.75

Manufacturing 105

Manufacturing Sales Government Numbers 105

Calculated Risk

MARCH 13, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-March 2024 A brief excerpt: This 2-part overview for mid-March provides a snapshot of the current housing market. I always like to start with inventory, since inventory usually tells the tale ! year-over-year in February.

Marketing 97

Marketing Marketing Numbers 97

Calculated Risk

FEBRUARY 12, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-February 2024 A brief excerpt: This 2-part overview for mid-February provides a snapshot of the current housing market. Let’s talk house prices, sales, inventory, mortgage rates, rents and more! year-over-year in January.

Marketing 98

Marketing Marketing Numbers Sales 98

Calculated Risk

JANUARY 7, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Most FOMC participants expect around three 25 bp rate cuts in 2024. What will the Fed Funds rate be in December 2024? My guess is there will be around 5 rate cuts in 2024, and the first cut is likely in March.

Economics 69

Economics Sales Numbers Investing 69

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. 3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. CNBC, March 15, 2024 4.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. Thursday: Jobless Claims. Consumer Price Index.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 84

Marketing Marketing Economics Taxes 84

Tobias Financial

MARCH 10, 2024

We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions. The post Monthly Market Update | March 2024 appeared first on www.tobiasfinancial.com.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Tobias Financial

FEBRUARY 20, 2024

We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions. The post Monthly Market Update | February 2024 appeared first on www.tobiasfinancial.com.

Marketing 52

Marketing Marketing CFP Numbers 52

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. novelinvestor.com) Growth and value performance flip-flopped in March 2024. bloomberg.com) How immigration is affecting the jobs numbers. mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried?

Financial Advising 219

Financial Advising Economy Media Economics 219

Advisor Perspectives

JANUARY 9, 2024

Heading into 2024, most economists and market analysts have adopted a baseline scenario in which most major economies avoid both a recession and renewed inflation – the much-desired "soft landing." But the current encouraging consensus could still be derailed by any number of factors, not least geopolitics.

Economy 59

Economy Numbers Marketing Marketing 59

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit 89

Nonprofit Distribution Taxes Government 89

Cornerstone Financial Advisory

APRIL 1, 2024

All three of the major averages posted gains for Q1 2024. 4 Source: YCharts.com, March 30, 2024. Source: Investors Business Daily – Econoday economic calendar; March 27, 2024 The Econoday economic calendar lists upcoming U.S. Last week’s riddle: Which positive whole number can you add 1.5 CNBC.com, March 25, 2024 3.

Marketing 52

Marketing Marketing Economics Taxes 52

Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year.

Investing 105

Investing Investments Portfolio Assets 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

Marketing 79

Marketing Marketing Taxes Economics 79

Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. Both FY21 & FY22 saw exceptional gains/losses that distorted numbers from normalized earnings.

Government 59

Government Communication Valuation Consulting 59

Calculated Risk

AUGUST 2, 2023

Today, in the Calculated Risk Real Estate Newsletter: How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024? A brief excerpt: With house prices mostly unchanged over the last year, an interesting question is: How much will the Fannie & Freddie conforming loan limits (CLL) change for 2024?

License 96

License Sales Insurance Numbers 96

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

Taxes 80

Taxes Investment Advisor Numbers Investing 80

Advisor Perspectives

APRIL 9, 2024

and the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 303K. Our monthly workforce analysis has been updated to include the latest employment report for March. The unemployment rate fell to 3.8%

Numbers 59

Numbers 59

Calculated Risk

JANUARY 10, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-January 2024 A brief excerpt: This 2-part overview for mid-January provides a snapshot of the current housing market. This includes sales, house prices, inventory, mortgage rates, rents and more. above last year’s levels.

Marketing 63

Marketing Marketing Numbers Sales 63

Advisor Perspectives

MARCH 11, 2024

The unemployment rate rose to 3.9%, its highest level since January 2022, and the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 275K. Our monthly workforce analysis has been updated to include the latest employment report for February.

Numbers 59

Numbers 59

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 221

Financial Planner CFP Financial Advisor Retirement Planning 221

Nerd's Eye View

DECEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)

Financial Planner 226

Financial Planner Fee Only Tax Planning Retirement 226

Calculated Risk

FEBRUARY 23, 2024

month over month jump, driven in part by seasonal pressures • The number of loans in active foreclosure rose 7K to 219K, but remained 23% below (-64K) pre-pandemic levels • 6.6K of serious delinquencies, January’s 34K foreclosure starts – the most since April 2022 – marked a +43.3%

Numbers 120

Numbers Sales Marketing Marketing 120

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Financial Planner 207

Financial Planner Certification CFP Financial Advice 207

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!) Read More.

Financial Advisor 237

Financial Advisor Numbers 237

Calculated Risk

APRIL 28, 2024

Here is their weekly report: Weekly Housing Trends View—Data Week Ending April 20, 2024 • Active inventory increased, with for-sale homes 31.7% As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also play to buy a home. above year-ago levels.

Sales 109

Sales Numbers Planning Marketing 109

Advisor Perspectives

FEBRUARY 7, 2024

and the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 353K. Our monthly workforce analysis has been updated to include the latest employment report for January. The unemployment rate remained at 3.7%

Numbers 59

Numbers 59

Carson Wealth

NOVEMBER 13, 2023

Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. When profits are at a record, stocks tend to follow, and we expect that to occur in 2024.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

MARCH 26, 2024

The Corporate Transparency Act (CTA) was enacted in 2021 with bipartisan support and its provisions became effective on January 1, 2024. NOTE: Applicable entities created in 2024 have 90 days from creation to file the report. Entities created prior to 2024 have until December 31, 2024 to file.

License 129

License Tax Planning CFP Taxes 129

Calculated Risk

APRIL 5, 2024

The headline jobs number in the March employment report was above expectations; and January and February payrolls were revised up by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.3 million, changed little in March. million from 4.36

Numbers 124

Numbers Economics Manufacturing 124

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 198

Financial Planner Retirement Planning Financial Advisor Retirement 198

The Big Picture

SEPTEMBER 22, 2022

The actual data had some very interesting highlights, including some ginormous numbers: -Global Wealth: $463.6 The 5-year outlook is global wealth will increase by $169 trillion by 2026; by 2024, global wealth per adult should pass $100,000 and the number of millionaires will exceed 87 million individuals over the next five years.

Distribution 327

Distribution Numbers Media Investing 327