Wealth Management

APRIL 9, 2025

A new analysis of historical data found that the IRS audit rate of individual taxpayers has decreased by about two-thirds since 2010.

Numbers 271

Numbers 271

The Big Picture

DECEMBER 18, 2024

To prove their point, a number of friendly commentators, academics, and hired guns all wrote endless white papers, Op-Eds and commentaries. But they made one super-sized mistake: they cheated with the numbers. Its numbers are fake (June 12, 2024) Can Stanford tell the difference between scientific fact and fiction?

Food 307

Food Math Numbers Economics 307

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. The number of job openings (black) were down 10% year-over-year. million in February , the U.S.

Numbers 229

Numbers Economy Marketing Marketing 229

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. The number of job openings (black) were down 11% year-over-year. million in March , the U.S.

Numbers 194

Numbers Economy Marketing Marketing 194

Calculated Risk

JANUARY 8, 2025

A number of participants indicated that they incorporated placeholder assumptions to one degree or another into their projections. All participants judged that uncertainty about the scope, timing, and economic effects of potential changes in policies affecting foreign trade and immigration was elevated. emphasis added

Economics 273

Economics Accounting Financial Market Numbers 273

Calculated Risk

JANUARY 14, 2025

t took a number of years following the housing bust for new home inventory to return to the pre-bubble percent of total inventory. Then, with the pandemic, existing home inventory collapsed and now the percent of new homes is 22.4% of the total for sale inventory, down from a peak of 27.2% in December 2022.

Marketing 278

Marketing Marketing Numbers Sales 278

Calculated Risk

APRIL 4, 2025

The headline jobs number in the March employment report was above expectations, however, January and February payrolls were revised down by 48,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.8 Earlier: March Employment Report: 228 thousand Jobs, 4.2%

Numbers 179

Numbers Economics 179

The Big Picture

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. It is March 18th! Publication day is finally here! Investing is simple but hard, and therein lies our challenge.

Investing 318

Investing Investments Math Media 318

Calculated Risk

JANUARY 29, 2025

Typically, after a sharp increase in prices, it takes a number of years for real prices to reach new highs (see House Prices: 7 Years in Purgatory ) There is much more in the article! The real National index and the Composite 20 index increased slightly in real terms in November. It has now been 30 months since the real peak in house prices.

Numbers 265

Numbers 265

Calculated Risk

APRIL 28, 2025

This survey might show the trend, but I wouldn't rely on the absolute numbers. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates.

Numbers 240

Numbers Media Sales 240

Calculated Risk

FEBRUARY 7, 2025

The headline jobs number in the January employment report was below expectations, however, November and December payrolls were revised up by 100,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.5 million, changed little in January. million from 4.36

Numbers 179

Numbers Economics 179

Calculated Risk

APRIL 21, 2025

Important: There were the same number of working days in March 2025 (21) as in March 2024 (21). In March, sales in these markets were down 3.0% Last month, in February, these same markets were down 6.1% year-over-year Not Seasonally Adjusted (NSA).

Sales 213

Sales Marketing Marketing Numbers 213

Calculated Risk

FEBRUARY 16, 2025

above year-ago levels For the 66th consecutive week, the number of homes for sale has increased compared with the same time last year. Here is their weekly report: Weekly Housing Trends ViewData for Week Ending Feb. 8, 2025 Active inventory increased, with for-sale homes 27.5%

Sales 261

Sales Numbers Marketing Marketing 261

Calculated Risk

MARCH 20, 2025

above year-ago levels The number of homes for sale has now been higher than the previous year for 71 consecutive weeks. Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends ViewData for Week Ending March 15, 2025 Active inventory increased, with for-sale homes 28.5%

Sales 276

Sales Numbers Marketing Marketing 276

Calculated Risk

MAY 2, 2025

The headline jobs number in the April employment report was above expectations, however, February and March payrolls were revised down by 58,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.7 Earlier: April Employment Report: 177 thousand Jobs, 4.2%

Numbers 162

Numbers Economics 162

Calculated Risk

FEBRUARY 7, 2025

Important: There were the same number of working days in January 2025 (21) as compared to January 2024 (21). Note that most of these early reporting markets have shown stronger year-over-year sales than most other markets for the last several months.

Marketing 261

Marketing Marketing Sales Numbers 261

Calculated Risk

MAY 8, 2025

year-over-year The number of homes actively for sale remains on a strong upward trajectory, now 31.1% Last week boasted the highest number of new listings since mid-2022. Realtor.com has monthly and weekly data on the existing home market. higher than this time last year. year-over-year New listings picked up last week, rising 9.3%

Sales 179

Sales Numbers Marketing Marketing 179

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

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. The number of job openings (black) were down 9% year-over-year. million in January , the U.S.

Numbers 165

Numbers Economy Marketing Marketing 165

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

Nerd's Eye View

APRIL 9, 2025

With this in mind, opening meetings with "vision" questions that activate the PEA state – rather than "numbers-based" questions that encourage clients to focus on their current situation – can help clients create an emotional bridge between financial goals and personal fulfillment.

Clients 200

Clients Financial Planning Risk Tolerance Planning 200

Calculated Risk

MARCH 7, 2025

The headline jobs number in the February employment report was slightly below expectations, and December and January payrolls were revised down by 2,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons increased by 460,000 to 4.9 million in February.

Numbers 147

Numbers Economics 147

Calculated Risk

JANUARY 22, 2025

The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity.

Clients 270

Clients Investments Investing Numbers 270

Calculated Risk

MARCH 14, 2025

Note: The FDIC reports the dollar value and not the total number of REOs. This graph shows the nominal dollar value of Residential REO for FDIC insured institutions based on the Q4 FDIC Quarterly Banking Profile released this week.

Insurance 191

Insurance Banking Numbers 191

Calculated Risk

MARCH 13, 2025

Quarter-over-quarter, the total number of mortgage residential properties with negative equity increased by 9.3% The states that saw the largest gains were New Jersey ($39,400), Connecticut ($36,300), and Massachusetts ($34,400), while the largest losses were in Hawaii ($-28,700), Florida ($-18,100), and the District of Columbia ($-14,700).

Numbers 191

Numbers Government Accounting Marketing 191

Calculated Risk

FEBRUARY 10, 2025

It took a number of years following the housing bust for new home inventory to return to the pre-bubble percent of total inventory. Then, with the pandemic, existing home inventory collapsed and now the percent of new homes is 25.1% of the total for sale inventory, down from a peak of 27.2% in December 2022.

Marketing 214

Marketing Marketing Numbers Sales 214

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Financial Planner 228

Financial Planner Commission Communication Clients 228

Calculated Risk

NOVEMBER 26, 2024

From Intercontinental Exchange (ICE): • Home price growth edged slightly higher in October to +3.0% (from +2.9%

Numbers 147

Numbers Sales 147

The Big Picture

MAY 1, 2025

This is more than overconfidence, the DKE is how poorly we are at metacognition assessing our own abilities at a specific task Look at the history of performance and the small number of professional investors who outperform their benchmarks over 1, 5, 10, and 20 years. What are some examples of bad numbers?

Retirement 190

Retirement Investing Investments Numbers 190

Calculated Risk

JUNE 23, 2023

of serious delinquencies in May, up only marginally from April and still more than a full percentage point below the March 2020 rate at the start of the pandemic • The number of loans in active foreclosure improved by 4K during the month and is now down 41K (-15%) from March 2020, with foreclosure sales (completions) rising 5.5%

Numbers 363

Numbers Sales 363

Calculated Risk

NOVEMBER 5, 2024

According to the latest numbers from the U.S. Besides the uncertainty regarding the U.S. election and mortgage rate volatility, the mixed signals around the current state of the U.S. economy may be dampening demand and price appreciation.

Economy 254

Economy Numbers Economics Marketing 254

Validea

MAY 15, 2025

The post Visa vs. Mastercard: A High-Quality Showdown Backed by Buffett and the Numbers appeared first on Validea's Guru Investor Blog. Model Portfolios Based on Legendary Investors Follow portfolios based on Buffett, Lynch, Greenblatt and more.

Numbers 52

Numbers Valuation Assets Banking 52