Wealth Management

MAY 15, 2025

Behavioral economics can offer hope for helping clients navigate turbulent waters and stay focused on their long-term financial plan.

Economics 240

Economics Financial Planning Management Clients 240

MainStreet Financial Planning

MARCH 12, 2025

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

Economics 87

Economics Asset Allocation Financial Planning Taxes 87

Wealth Management

NOVEMBER 13, 2024

Advise clients of economic opportunities and potential shifts based on political developments.

Estate Planning 278

Estate Planning Planning Economics Clients 278

Calculated Risk

JANUARY 8, 2025

Over the month, commercial planning increased 14.2% while institutional planning improved 2.5%. Commercial activity rebounded strongly in December, thanks to a re-acceleration in data center and warehouse planning activity, stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in December to 212.0

Healthcare 179

Healthcare Planning Education Economics 179

Calculated Risk

DECEMBER 26, 2022

At the end of each year, I post Ten Economic Questions for the following year (2022). Currently I expect asset purchases to end as planned in March, and the 1st rate hike to happen at the March meeting, and perhaps a 2nd hike in June. I followed up with a brief post on each question. If so, how many times?

Economics 285

Economics Sales Economy Banking 285

The Big Picture

APRIL 15, 2025

The US remains the global economic, military, and political leader. Later in the year, encouraged by improving CPI data and minimal economic disruption, the FOMC resumes its rate-cutting regime. We’ve already seen consumers begin to freeze travel and spending plans in place. Parts and materials become hard to find.

Economics 318

Economics Economy Communication Marketing 318

Nerd's Eye View

APRIL 16, 2025

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans. While clients may ask about the short-term impacts of the tariffs, many concerns are more deeply rooted in long-term goals.

Clients 228

Clients Financial Planning Financial Advice Portfolio 228

Calculated Risk

MAY 7, 2025

Over the month, commercial planning grew 3.3% while institutional planning fell 4.2%. Despite an uptick in April, the bulk of the DMIs growth was driven by a surge in data center planning, while momentum in other nonresidential sectors lagged behind , stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 147

Healthcare Planning Education Retail 147

Abnormal Returns

AUGUST 4, 2023

abnormalreturns.com) Make a plan for your stuff, before someone else has to. (ft.com) Earlier on Abnormal Returns Podcast links: having better conversations. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: the case for optimism. Then check out our weekly e-mail newsletter.

Economics 246

Economics Financial Advising Healthcare Economy 246

Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Charles L.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Calculated Risk

JUNE 4, 2025

Fed's Beige Book Reports across the twelve Federal Reserve Districts indicate that economic activity has declined slightly since the previous report. All Districts reported elevated levels of economic and policy uncertainty, which have led to hesitancy and a cautious approach to business and household decisions. emphasis added

Economics 147

Economics Transportation Planning Manufacturing 147

Wealth Management

OCTOBER 18, 2022

The city of Chicago owns some 10,000 vacant lots, with a large concentration in economically-challenged neighborhoods that have experienced decades of underinvestment. Selling them could help reduce overall crime. It could also boost affordable housing development.

Sales 299

Sales Planning Economics 299

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.

Economics 246

Economics Marketing Marketing Economy 246

Wealth Management

OCTOBER 2, 2024

Election season, economic instability and inflation, artificial intelligence and succession planning top the list.

Economics 302

Economics Planning 302

Calculated Risk

AUGUST 8, 2024

Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. This is likely driving owners and developers to remain optimistic about 2025 market conditions and pushing more projects into the planning queue.” Commercial construction is typically a lagging economic indicator. in July to 216.3

Healthcare 331

Healthcare Planning Retail Economics 331

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. Bad Numbers : 4. Index (mostly).

Investments 317

Investments Investing Math Media 317

Calculated Risk

DECEMBER 9, 2022

Commercial planning experienced a healthy increase in hotel and data center projects and modest growth in stores and office projects. On a year-over-year basis, the DMI was 25% higher than in November 2021, the commercial component was up 28%, and institutional planning was 21% higher. emphasis added Click on graph for larger image.

Healthcare 358

Healthcare Education Planning Government 358

Calculated Risk

NOVEMBER 10, 2024

Over the month, commercial planning fell 6.7% and institutional planning declined 2.0%. “In Regardless, owners and developers remain confident in next year’s market conditions and the planning queue remains poised to spur stronger construction activity in 2025, following deeper rate cuts by the Fed.” in October to 197.2

Healthcare 147

Healthcare Planning Education Numbers 147

Calculated Risk

SEPTEMBER 10, 2024

Over the month, commercial planning expanded 1.9% and institutional planning improved 5.7%. Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in August to 220.4

Healthcare 300

Healthcare Planning Retail Economics 300

Calculated Risk

MARCH 7, 2023

Owners and developers tend to put projects into planning until well after economic conditions weaken. Therefore, the anticipated mild economic growth in 2023 could cause the DMI to moderate over the year, but it is unlikely to fall below historical norms.” Martin notes, commercial construction is a lagging economic indicator.

Healthcare 276

Healthcare Economics Planning Education 276

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. economic surprise index is soaring. (thisisthetop.substack.com) Reinvestment risk is real. peterlazaroff.com) Finance Distressed debt investors have more inventory coming down the pike. coindesk.com) Oddity Tech ($ODD) priced above the range.

Planning 188

Planning Food Financial Advising Startup 188

Calculated Risk

MAY 3, 2023

FOMC Statement: Economic activity expanded at a modest pace in the first quarter. Tighter credit conditions for households and businesses are likely to weigh on economic activity, hiring, and inflation. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Inflation remains elevated.

Economics 324

Economics Accounting Banking Planning 324

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Calculated Risk

MAY 9, 2023

From Dodge Data Analytics: Dodge Momentum Index Declines In April After Pullback In Commercial Planning The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 5.1% On par with our expectations, the Dodge Momentum Index continued to recede in April, due to declining economic conditions and ongoing banking uncertainty.”

Healthcare 259

Healthcare Economics Education Planning 259

Calculated Risk

APRIL 8, 2024

Over the month, commercial planning fell 3.2% and institutional planning dropped 17.2%. “In In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024. Commercial construction is typically a lagging economic indicator. in March to 164.0

Education 305

Education Planning Accounting Economics 305

Calculated Risk

JULY 10, 2024

Over the month, commercial planning increased 14.5% and institutional planning ticked up 0.2%. Data centers continued to dominate planning projects in June – fueling another strong month for commercial planning,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 278

Healthcare Planning Education Retail 278

Carson Wealth

JUNE 9, 2025

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. US LEI Deteriorates Right now, our proprietary US Leading Economic Index (LEI) is telling us that economic momentum is slowing and the economy is growing below trend.

Economics 69

Economics Marketing Marketing Economy 69

Calculated Risk

NOVEMBER 8, 2022

Commercial planning was bolstered by a solid increase in office and hotel projects. 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. emphasis added Click on graph for larger image.

Healthcare 313

Healthcare Education Planning Numbers 313

Calculated Risk

SEPTEMBER 11, 2023

“Overall activity remains above historical norms, but weaker market fundamentals continue to undermine planning growth,” said Sarah Martin, associate director of forecasting for Dodge Construction Network. Also, planning in the sector continues to revert from the strong spike in activity back in May.

Healthcare 304

Healthcare Planning Education Economics 304

Calculated Risk

JUNE 8, 2025

Over the month, commercial planning grew 0.8% while institutional planning improved 10.5%. Nonresidential planning continued to accelerate in May, primarily driven by strong project activity on the institutional side of the DMI,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 147

Healthcare Planning Education Economics 147

Wealth Management

MARCH 7, 2023

Economic concerns or not, holistic financial planning isn’t possible without having a full picture of your client base and the presence of diverse advisors who reflect them.

Financial Planning 264

Financial Planning Economics Clients Planning 264

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

The Big Picture

NOVEMBER 15, 2023

Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) Manage all of the above toward your financial goals and plan. If it works out great if it goes to $0, oh, well it’s only a few percent and doesn’t affect your financial plan or your standard of living.

Investments 344

Investments Investing Portfolio Economics 344

Abnormal Returns

NOVEMBER 26, 2023

(papers.ssrn.com) An aging workforce need not reduce economic growth. politico.com) How a plan to reform title insurance got sidetracked. theatlantic.com) The economic schedule for the coming week. marginalrevolution.com) A review of 'Plunder: Private Equity’s Plan to Pillage America' by Brendan Ballou.

Financial Advising 275

Financial Advising Economics Insurance Media 275

Calculated Risk

APRIL 10, 2023

We are predicting the Dodge Momentum Index to work its way back to historical norms throughout 2023, concurrent with weaker economic conditions,” stated Sarah Martin, associate director of forecasting for Dodge Construction Network. Martin previously noted, commercial construction is a lagging economic indicator.

Healthcare 257

Healthcare Banking Education Economics 257

Wealth Management

AUGUST 16, 2022

Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.

Retirement 246

Retirement Economics Planning 246

Wealth Management

AUGUST 16, 2022

Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.

Retirement 245

Retirement Economics Planning 245