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 270

Numbers 270

Calculated Risk

JUNE 3, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.4 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 3% year-over-year. million in April , the U.S.

Numbers 251

Numbers Economy Marketing Marketing 251

Calculated Risk

MAY 28, 2025

From the FDIC: The Number of Problem Banks Decreased in the First Quarter The number of banks on the FDICs Problem Bank List decreased by a net of three in the first quarter to 63 banks. The number of problem banks represented 1.4 The number of problem banks represented 1.4 emphasis added Click on graph for larger image.

Banking 251

Banking Numbers Portfolio Sales 251

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 306

Food Math Numbers Economics 306

Calculated Risk

NOVEMBER 1, 2024

The headline jobs number in the October employment report was below expectations, and August and September payrolls were revised down by 112,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons was little changed at 4.6 million in October. million from 4.62

Retail 279

Retail Numbers Economics Sales 279

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

MAY 21, 2025

The first graph shows the number of single family and multi-family units started with the intent to rent. This data is quarterly and Not Seasonally Adjusted (NSA).

Numbers 263

Numbers 263

Nerd's Eye View

OCTOBER 30, 2024

And given the sheer number and scope of potential conflicts that do exist in the advisory industry (where a wide range of providers seek to incentivize advisors to recommend their products and services to clients), there's a vanishingly small number of RIAs that don't have at least some form of actual or potential conflict to disclose.

Advertising 246

Advertising Commission Marketing Marketing 246

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 317

Investing Investments Math Media 317

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 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

Wealth Management

JUNE 11, 2025

Fred Barstein provides open honest and candid discussion on this week's top RPA topics, including May's job numbers, Captrust's new M&A head, the Record Keeper Roundtable and more.

Numbers 231

Numbers 231

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

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

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

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

DECEMBER 4, 2024

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 ) The real National index increased in September, however, the Composite 20 index decreased slightly in real terms. It has now been 28 months since the real peak in house prices.

Numbers 274

Numbers 274

Calculated Risk

NOVEMBER 14, 2024

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 20.8% of the total for sale inventory, down from a peak of 27.2% in December 2022.

Marketing 277

Marketing Marketing Numbers Sales 277

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

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

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

MAY 29, 2025

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

Sales 205

Sales Numbers Marketing Marketing 205

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 Numbers Investments Economics 270

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 198

Clients Financial Planning Risk Tolerance Planning 198

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

NOVEMBER 1, 2024

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 ) In real terms (using CPI), the National index is 1.5% below the recent peak, and the Composite 20 index is 1.6% below the recent peak in 2022. Both indexes increased in August in real terms.

Numbers 257

Numbers 257