Calculated Risk

FEBRUARY 9, 2025

Weekend: Schedule for Week of February 9, 2025 Monday: No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 18 and DOW futures are up 88 (fair value). Oil prices were down over the last week with WTI futures at $71.00 per barrel and Brent at $74.66 per barrel. A year ago, WTI was at $77, and Brent was at $83 - so WTI oil prices are down about 8% year-over-year.

Economics 147

Economics Marketing Marketing 147

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Wealth Management

FEBRUARY 9, 2025

The state of investor sentiment report.

Marketing 144

Marketing Marketing 144

Random Roger's Retirement Planning

FEBRUARY 9, 2025

A quick post for halftime reading. Check out the following. While the performance wasn't optimal it was in the ballpark. The growth rate, combined with an adequate savings rate would be enough to get the job done, even if it isn't optimal (repeated for emphasis). To be clear though, the Mystery Fund is not intended to be a single portfolio solution.

Portfolio 52

Portfolio Investment Planning Taxes Planning 52

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Accounting

Accounting for Good

FEBRUARY 9, 2025

Many leaders of Not For Profits are not "numbers people." The real challenge often lies in the language.

Numbers 52

Numbers 52

Calculated Risk

FEBRUARY 9, 2025

From Dodge Data Analytics: Dodge Momentum Index Grows 6% in January The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 5.6% in January to 225.7 (2000=100) from the revised December reading of 213.6. Over the month, commercial planning increased 4.2% while institutional planning improved 8.7%. Nonresidential planning activity saw diversified growth in January, with every vertical experiencing positive momentum, stated Sarah Martin, associate director of forecasting at Dodg

Healthcare 147

Healthcare Planning Education Numbers 147

Million Dollar Round Table (MDRT)

FEBRUARY 9, 2025

By Tim Daniel Clairmont, MSFS, LACP When we encounter a fear and we all have fears it may indicate an opportunity for self-development. In fact, you might find the key to your success when you lean into those fears. Part of facing fear is looking at whats preventing you from moving forward. Its not always easy to see. Sometimes, were so close to a problem we cant see it clearly.

Investing 87

Investing Investments 87

oXYGen Financial

FEBRUARY 9, 2025

![CDATA[ There's an old saying that money can't buy happiness, but when given with love and intention, financial gifts can create priceless experiences and cherished memories. For those in their golden years who have worked hard to build financial security, the question of when and how to pass down wealth often arises. While many plan to leave an inheritance, there's a compelling case for giving.

Planning 52

Planning 52

Abnormal Returns

FEBRUARY 9, 2025

Top clicks this week The ability to not panic is a superpower. (awealthofcommonsense.com) A lot has changed since the Tulip Bubble. Human nature hasn't. (ritholtz.com) Six things to tilt the investing odds in your favor including 'Lower costs.' (novelinvestor.com) Should the prospects for AGI change how you invest or work? (ofdollarsanddata.com) Doing less is a constant battle for investors.

Banking 189

Banking Investing Investments Marketing 189

The Big Picture

FEBRUARY 9, 2025

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: That Giant Sucking Sound? Its Climate Change Devouring Your Homes Value. As the compounding impacts of climate-driven disasters take effect, we are seeing home insurance prices spike around the country, pushing up the costs of owning a home. In some cases, insurance companies are pulling out of towns altogether.

Government 147

Government Engineering Recruitment Insurance 147

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Clients

Abnormal Returns

FEBRUARY 9, 2025

Strategy Ben Carlson, "The pandemic turned us all into a bunch of degenerate gamblers." (awealthofcommonsense.com) How much active management do we need to have a relatively efficient stock market? (humbledollar.com) You have to stay in the game long enough to allow compounding to work. (buildingthingsthatlast.substack.com) Crypto A look at the few who made, and many that lost, money on $TRUMP.

Government 147

Government Medical Economics Media 147