Calculated Risk

JULY 10, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Large Decline in June Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 4.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in June from May. from a year ago. “ from a year ago. “

Consulting 246

Consulting Economics Sales Management 246

Mish Talk

NOVEMBER 29, 2022

Cost of Owning "Nationally, it cost $888 a month more to buy an entry-level single-family home than to rent it, according to September data from John Burns Real Estate Consulting. Image courtesy of John Burns Real Estate Consulting. Existing Home Sales long-term chart courtesy of Trading Economics. Not a Crash?! New Home Sales.

Sales 285

Sales Economics Consulting Economy 285

Calculated Risk

JUNE 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Continued Declines in May Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.7% points below our January result,” said Chris Frey, senior manager of Economic and Industry insights for Cox Automotive. in May from April.

Consulting 234

Consulting Retail Economics Sales 234

Abnormal Returns

MARCH 17, 2024

bonddad.blogspot.com) The economic schedule for the coming week. cnn.com) The management consulting business is struggling. (awealthofcommonsense.com) Shelter inflation is still going to come down this year. disciplinefunds.com) One reason why inflation isn't slowing as fast as hoped. ft.com) Industrial production is fading.

Financial Advising 282

Financial Advising Commission Valuation Consulting 282

Wealth Management

JUNE 11, 2025

But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc. Resourceful agents will figure this out.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Abnormal Returns

MARCH 27, 2023

washingtonpost.com) This book argues that the consulting industry is a drag on the modern economy. (thegeneralist.substack.com) The AI cat is out of the bag. marginalrevolution.com) Economy The pandemic completely transformed the market for lower wage workers. npr.org) Earlier on Abnormal Returns Adviser links: hyperbole cycles.

Economics 130

Economics Startup Financial Advising Economy 130

Calculated Risk

NOVEMBER 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.3% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in October from September. from a year ago. year over year.

Consulting 204

Consulting Economics Sales Management 204

Calculated Risk

DECEMBER 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease in November Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.1% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in November from October. from a year ago. year over year.

Consulting 204

Consulting Economics Sales Management 204

The Big Picture

AUGUST 31, 2023

The Hostile Takeover of Blue Cities by Red States : GOP legislatures are increasingly imposing their economic and cultural priorities on left-leaning municipalities like Nashville. The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Calculated Risk

JANUARY 8, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease in December, End Year Down 7.0% December’s decline brought a volatile year to a close,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive. in December from November. The Manheim Used Vehicle Value Index (MUVVI) dropped to 204.0,

Consulting 189

Consulting Economics Sales Marketing 189

Abnormal Returns

AUGUST 9, 2023

awealthofcommonsense.com) Base effects matter when analyzing economic data. newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. (economist.com) Economy A re-accelerating economy risks higher base inflation. bloomberg.com) Credit card debt levels are growing in line with the economy.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Calculated Risk

SEPTEMBER 8, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Minimal Increase in August Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 0.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in August from July. from a year ago.

Consulting 189

Consulting Sales Economics Management 189

Trade Brains

JUNE 15, 2025

They invest substantial capital across international borders, influencing the market dynamics, liquidity, and investment trends, thus playing a crucial role in shaping global Investment landscapes and economic development. Please consult your investment advisor before investing.

Manufacturing 96

Manufacturing Retail Distribution Investment Advisor 96

Zoe Financial

APRIL 7, 2025

Economic Update: Market reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expectedarket reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expected. imports from 2.3% to 2025% the highest in 100+ years.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Tobias Financial

JUNE 23, 2025

In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. Professional advisors should be consulted before implementing any of the options presented. It is for information and planning purposes only.

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The Big Picture

JULY 12, 2023

Chief Investment Officer ) • Municipalities aren’t going to drive US economic growth But they aren’t going to tank it either : The economics of state and local governments matter a great deal. Claims of rolling recessions are used merely as an excuse for failed macroeconomic predictions that flowed from bad models. (

Insurance 244

Insurance Distribution Economics Manufacturing 244

The Big Picture

NOVEMBER 30, 2022

What’s behind the UK’s economic mess? . • What’s behind the UK’s economic mess? New York Times ). • Institutional Investor ). Institutional Investor ). The war, British politics and the ‘Brexit impact’: The country is lagging behind its rich-world peers — and a growing chorus of experts blame its divorce from the EU.

Consulting 279

Consulting Economics Assets Investing 279

Zoe Financial

JANUARY 28, 2025

Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

The Big Picture

AUGUST 6, 2022

?. This week, we speak with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. Her research into the Internet & Technology led to her becoming a consultant for HBO’s show Silicon Valley. She specializes in corporate governance and regulations.

Banking 211

Banking Startup Government Economics 211

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Cornerstone Financial Advisory

NOVEMBER 25, 2024

7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. Please consult your financial professional for additional information. New Home Sales. FOMC Minutes. Durable Goods.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

JUNE 7, 2025

With a market capitalization of Rs 3,13,674 crores, the shares of Adani Ports & Special Economic Zone Ltd are currently trading at Rs 1,452 per share, down by 9.48 Please consult your investment advisor before investing. In this article, we will dive deep into the details of how the management plans to perform in the next year.

Investment Advisor 59

Investment Advisor Economics Planning Consulting 59

Nerd's Eye View

MARCH 13, 2023

In practice, support services from advisor platforms might include a wide range of consulting services – from compliance to an advanced planning team, operations to technology – that advisors could engage for a fee as needed.

Compliance 245

Compliance Portfolio Management Planning Financial Planning 245

Calculated Risk

AUGUST 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Large Decline in June Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 1.6% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in July from June. from a year ago. year over year.

Retail 130

Retail Consulting Sales Economics 130

Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Please consult your financial professional for additional information. Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MARCH 10, 2025

Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Market Uncertainty: Investors are weighing whether this is a market correction or early signs of a recession as economic data shifts. Actual economic or market events may turn out differently than anticipated. Stay tuned for next week.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JUNE 16, 2025

Economic Update: Inflation (March): CPI: ~2.4%, lower than expected. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated.

Marketing 40

Marketing Marketing Taxes Economics 40

Abnormal Returns

AUGUST 15, 2022

kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. Podcasts Michael Kitces talks with Anna N’Jie-Konte who is the founder of Dare to Dream Financial Planning about leveraging her reach.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Calculated Risk

MAY 5, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Sizable Decline in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 3.0% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in April from March. from a year ago.

Consulting 113

Consulting Economics Sales Management 113

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. The yield on the 10-year Treasury fell to 4.307 percent.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JUNE 23, 2025

Economic Update: Fed Meeting: Rates held steady. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

FEBRUARY 3, 2025

Economic Update: Q4 Real GDP: Grew 2.3% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. expectation.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

NOVEMBER 11, 2024

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Trade Brains

JUNE 16, 2025

Gold is considered a dependable safe-haven asset, especially during economic crises and inflation. Please consult your investment advisor before investing. After the new gold norms were introduced, global investment bank Morgan Stanley had picked Muthoot Finance & Mannappuram Finance as the Key beneficiaries for the new directives.

Investment Advisor 59

Investment Advisor Consulting Investing Investments 59

Zoe Financial

MARCH 24, 2025

Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 4.50% (as expected).

Marketing 52

Marketing Marketing Economics Taxes 52