Calculated Risk

FEBRUARY 4, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 7.6 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover. The number of job openings (black) were down 15% year-over-year.

Numbers 270

Numbers Economy Marketing Marketing 270

Calculated Risk

MARCH 20, 2025

Realtor.com has monthly and weekly data on the existing home market. above year-ago levels The number of homes for sale has now been higher than the previous year for 71 consecutive weeks. annually, suggesting there are more smaller homes on the market compared with last year. Now - on a weekly basis - inventory is up 28.5%

Sales 276

Sales Numbers Marketing Marketing 276

Calculated Risk

APRIL 8, 2025

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in March A brief excerpt: This is the first look at several early reporting local markets in March. Im tracking over 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas.

Marketing 162

Marketing Marketing Sales Numbers 162

Wealth Management

JULY 8, 2025

Number 8860726. David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 229

Wealth Management Estate Planning Compliance Clients 229

Calculated Risk

JANUARY 8, 2025

From the Fed: Minutes of the Federal Open Market Committee, December 1718, 2024. A couple of participants judged that positive sentiment in financial markets and momentum in economic activity could continue to put upward pressure on inflation. emphasis added

Economics 273

Economics Accounting Numbers Financial Market 273

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Calculated Risk

FEBRUARY 16, 2025

Realtor.com has monthly and weekly data on the existing home market. above year-ago levels For the 66th consecutive week, the number of homes for sale has increased compared with the same time last year. Fresh inventory increased year over year for the fifth week in a row, as sellers trickled back into the market.

Sales 261

Sales Numbers Marketing Marketing 261

Nerd's Eye View

JUNE 13, 2025

From there, we have several articles on investment planning: How interested financial advisors can evaluate different types of private investments, whose return profiles tend to be more opaque and challenging to analyze compared to publicly traded instruments Why one author sees a confluence of factors (including a relatively low cost of capital and (..)

Financial Planner 223

Financial Planner Financial Advisor Tax Planning Clients 223

Nerd's Eye View

OCTOBER 29, 2024

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Calculated Risk

NOVEMBER 5, 2024

According to the latest numbers from the U.S. Like much of the housing market at the moment, home prices remained relatively flat coming into the fall,” said CoreLogic Chief Economist Selma Hepp. Besides the uncertainty regarding the U.S. election and mortgage rate volatility, the mixed signals around the current state of the U.S.

Economy 254

Economy Numbers Economics Marketing 254

Nerd's Eye View

JUNE 27, 2025

The report suggests that firms seeking to boost their organic growth could do so by, among other tactics, building a stronger brand (e.g., by identifying what truly differentiates them in the marketplace for advice), leveraging digital lead generation capabilities, and more effectively using CRM software.

Financial Planner 217

Financial Planner Financial Advisor Estate Planning Clients 217

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner 190

Financial Planner Clients Financial Advice Numbers 190

The Big Picture

JUNE 26, 2025

“One of the most bullish things that can happen to any market is for it to reach new multi-year highs.“ Bloomberg, March 5, 2014 Markets closed at a new all-time high today. New highs occur very regularly during bull markets. Admittedly, the last all-time high always takes place before a bear market.

Valuation 268

Valuation Numbers Marketing Marketing 268

Calculated Risk

MAY 21, 2025

1.5%), Phoenix (-1.2%), with more modest declines in Honolulu, Colorado Springs, Tucson, Sacramento, and San Diego Thats the largest number of markets with annual price declines since interest rates surged above 7.5% Now the West Coast markets are following, although inventory levels are mostly still below the pre-pandemic levels.

Sales 147

Sales Numbers Marketing Marketing 147

Midstream Marketing

OCTOBER 30, 2024

Old marketing methods still have their place, but referral marketing is a better option for financial advisors today. This blog will explain why referrals matter and offer a simple guide to create a strong referral marketing strategy. This way of promoting services is much more effective than ads or any marketing campaign.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Financial Planner 246

Financial Planner Certification CFP Education 246

Calculated Risk

APRIL 1, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.6 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover. million in February , the U.S. million and 5.3

Numbers 229

Numbers Economy Marketing Marketing 229

Calculated Risk

MAY 28, 2025

Gains in noninterest income were due to market movements and volatility as several large firms reported mark-to-market gains on certain financial instruments in the quarter. The number of problem banks represented 1.4 The number of problem banks represented 1.4 This graph from the FDIC shows the number of problem banks.

Banking 251

Banking Numbers Portfolio Sales 251

Wealth Management

JUNE 10, 2025

Number 8860726. But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. Registered in England and Wales.

Wealth Management 137

Wealth Management Marketing Marketing Tax Planning 137

Carson Wealth

NOVEMBER 4, 2024

We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. Bottom line, investors have been quite spoiled with a historic year for markets and it is important to remember that stocks indeed can go down.

Marketing 96

Marketing Marketing Economy Numbers 96

Calculated Risk

APRIL 29, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.2 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover. million in March , the U.S. million) edged down.

Numbers 194

Numbers Economy Marketing Marketing 194

Calculated Risk

MAY 29, 2025

Realtor.com has monthly and weekly data on the existing home market. year-over-year The number of homes actively for sale remains on a strong upward trajectory, now 29.7% Now - on a weekly basis - inventory is up 29.7% Here is their weekly report: Weekly Housing Trends ViewData for Week Ending May 24, 2025 Active inventory climbed 29.7%

Sales 205

Sales Numbers Marketing Marketing 205

Nerd's Eye View

JULY 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)

Financial Planner 173

Financial Planner Engineering Clients Taxes 173

Wealth Management

JULY 2, 2025

Number 8860726. I heard anecdotally from a lot of the firms that the focus on millennials is kind of more of a marketing idea than an execution idea. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Financial Advisor 250

Financial Advisor Estate Planning Wealth Management Financial Planning 250

Midstream Marketing

DECEMBER 6, 2024

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.

Marketing 52

Marketing Marketing Media Engineering 52

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.

Marketing 75

Marketing Marketing Economy Compliance 75

Wealth Management

JUNE 20, 2025

Number 8860726. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Wealth Management 177

Wealth Management Management Financial Advisor Clients 177

Wealth Management

JUNE 26, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Financial Advisor 227

Financial Advisor Wealth Management Estate Planning Recruitment 227

Carson Wealth

APRIL 21, 2025

One potential positive is market breadth has held up quite well in the face of the near-bear market. The recently released Bank of America Global Fund Manager Survey showed a record number of participants who intend to cut US exposure, as shown in the chart below. The labor market is not a source of inflationary pressure.

Marketing 78

Marketing Marketing Economy Economics 78

Nerd's Eye View

MARCH 7, 2025

stocks has outpaced the rest of the market by so much that the number of companies categorized as “large cap” has shrunk from nearly 500 to only around 150 over the last 15 years Amid fears that U.S. equities underperforming international stocks over the next 10 years Why today’s high U.S.

Financial Planner 237

Financial Planner Taxes Numbers Planning 237

Advisor Perspectives

JULY 23, 2025

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Numbers 52

Numbers Marketing Marketing 52

Calculated Risk

MARCH 11, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.7 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover. million in January , the U.S. Hires held at 5.4

Numbers 165

Numbers Economy Marketing Marketing 165

Calculated Risk

JANUARY 23, 2025

Realtor.com has monthly and weekly data on the existing home market. For the 63rd consecutive week, the number of homes for sale has increased compared to the same time last year. This week brought the highest number of new listings to the market since October suggesting that sellers are ready to get into the market this year.

Numbers 147

Numbers Sales Marketing Marketing 147

Calculated Risk

MARCH 13, 2025

Quarter-over-quarter, the total number of mortgage residential properties with negative equity increased by 9.3% From the press release: Home prices continued to be the major driver of equity shifts and markets with declining prices generally saw fallen equity in 2024. million homes or 2% of all mortgaged properties.

Numbers 191

Numbers Government Accounting Marketing 191

The Big Picture

OCTOBER 30, 2024

And find the entire musical playlist of At the Money on Spotify Shareholder Yield Dividend investing has a long and storied history, a substantial percentage of market returns are due to the impact of reinvested dividends compounding over time. So it, it really captures a number of, of factors and characteristics.

Valuation 144

Valuation Investing Investments Numbers 144