Calculated Risk

SEPTEMBER 7, 2023

The FDIC reported the number of problem banks was unchanged at 43. The number of FDIC-insured institutions declined from 4,672 in first quarter to 4,645 this quarter. The number of banks on the FDIC’s “Problem Bank List” remained unchanged at 43. The number of banks on the FDIC’s “Problem Bank List” remained unchanged at 43.

Numbers 70

Numbers Banking Insurance Assets 70

Abnormal Returns

OCTOBER 3, 2022

Podcasts Michael Kitces talks with Joe Duran about building United Capital and his role at Goldman Sachs Personal Financial Management. kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies.

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

Calculated Risk

OCTOBER 18, 2023

Today, in the CalculatedRisk Real Estate Newsletter: September Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 7.2% in September compared to September 2022.

Numbers 105

Numbers 105

A Wealth of Common Sense

JUNE 1, 2023

A reader asks: When we read articles about “How much you should have saved by age X”, should it not be “How much income you will be earning with savings Y”? Here’s my scenario: Mid 30s, worked at a public University for 11 years and left to take a job in the private sector.

Retirement 94

Retirement Numbers 94

Accounting for Good

JANUARY 16, 2023

The post The not-for-profit sector in numbers first appeared on ACCOUNTING FOR GOOD.

Numbers 97

Numbers Accounting 97

Investment Writing

FEBRUARY 7, 2023

When should you use numbers instead of bullets for indented lists? who says in The Plain English Approach to Business Writing : I suggest numbered lists when the order of the items is especially important; otherwise use bulleted lists. I agree with Edward P. I provide links to books only when I believe they have value for my readers.

Numbers 52

Numbers Commission Investing Investments 52

MazumaBusinessAccounting

JULY 29, 2021

It’s also easy to ignore financial reports when we don’t know how to translate the numbers on the report into key insights about the health and value of our business. But what do we do with those sales numbers after we see the reports? That’s why the next numbers are important to evaluate as well. Net Profit.

Numbers 98

Numbers Taxes Sales Accounting 98

Validea

MARCH 27, 2023

A study shows that when the number 4 doesn’t show up as often as the first digit after a decimal point, it could be a red flag about earnings, according to an article in The Wall Street Journal. If the company had analyst coverage, the number 4 showed up 8.2% If the company had analyst coverage, the number 4 showed up 8.2%

Numbers 59

Numbers Management Investing Investments 59

Calculated Risk

NOVEMBER 19, 2022

At the Calculated Risk Real Estate Newsletter this week: • October Housing Starts: Record Number of Housing Units Under Construction • NAR: Existing-Home Sales Decreased to 4.43

Numbers 113

Numbers Sales Marketing Marketing 113

Wealth Management

FEBRUARY 28, 2024

The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

Numbers 104

Numbers Retirement Accounting Investing 104

MazumaBusinessAccounting

MARCH 9, 2023

It’s also easy to ignore financial reports when we don’t know how to translate the numbers on the report into key insights about the health and value of our business. But what do we do with those sales numbers after we see the reports? That’s why the next numbers are important to evaluate as well.

Numbers 52

Numbers Taxes Sales Accounting 52

Advisor Perspectives

MARCH 18, 2024

Europe needs to boost defense spending while managing stretched fiscal positions.

Numbers 52

Numbers Management 52

Calculated Risk

FEBRUARY 18, 2023

At the Calculated Risk Real Estate Newsletter this week: • 3rd Look at Local Housing Markets in January Lawler: Early Read on Existing Home Sales in January • January Housing Starts: Near Record Number of Housing Units Under Construction • Current State of the Housing Market: Overview for mid-February • Update: Some "Good News" for Homebuilders • 2nd (..)

Numbers 101

Numbers Sales Marketing Marketing 101

Random Roger's Retirement Planning

OCTOBER 15, 2022

It is worth repeating that having some number in mind for portfolio size for when you retire based on some realistic work involving how much you make and how much you spend certainly makes sense but that number is no longer relevant once you retire. There are couple of different ways to go with this.

Numbers 57

Numbers Retirement Retirement Planning Portfolio 57

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. When you reach age 65, you can withdraw money from your HSA for any purpose; such a withdrawal would be subject to income tax if not used for qualified medical expenses, but not the 20 percent penalty. What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Calculated Risk

SEPTEMBER 19, 2023

Today, in the CalculatedRisk Real Estate Newsletter: August Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 14.8% in August compared to August 2022.

Numbers 62

Numbers 62

oXYGen Financial

JANUARY 1, 2023

[CDATA[ Do you find yourself looking at the clock and seeing the same numbers each time? Finding that these repeating numbers make their way into every facet of your life, even including your totaled receipt from a recent purchase. These number sequences are. ]] Maybe its 11:11 or 3:33?

Numbers 59

Numbers 59

A Wealth of Common Sense

JUNE 25, 2023

The S&P 500 is up more than 14% this year. I was talking with a financial news reporter this week (not to brag) who asked me for some thoughts on where things go from here performance-wise for the rest of the year: What do you think is more probable from here — stocks finish down on the year or up 20%?

Numbers 88

Numbers Marketing Marketing 88

MarketWatch

MARCH 29, 2023

Seagate Technology Holdings PLC STX disclosed Wednesday that it is increasing the number of employees being laid off by 480, or 1% of its workforce. The maker of data-storage technologies had said in October that it planned to cut about 3,000 jobs, or 8% of its staff.

Numbers 73

Numbers Economics Planning Marketing 73

Calculated Risk

NOVEMBER 30, 2023

in October, the lowest number since the index was originated in 2001. All four U.S. regions noted year-over-year declines in transactions. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – dropped 1.5% Year over year, pending transactions declined 8.5%. The Northeast PHSI jumped 2.7%

Numbers 67

Numbers Sales 67

MarketWatch

APRIL 3, 2023

AAPL is shaving an unspecified number of jobs within its corporate retail teams, according to a Bloomberg report on Monday. Apple, which employed 164,000 as of September, has told affected employees that they would have the ability to reapply for a number of roles similar to their prior jobs.

Numbers 40

Numbers Retail Economy Marketing 40

Calculated Risk

SEPTEMBER 23, 2023

At the Calculated Risk Real Estate Newsletter this week: • August Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction • NAR: Existing-Home Sales Decreased to 4.04

Numbers 57

Numbers Sales Marketing Marketing 57

Don Connelly & Associates

MAY 15, 2023

The post Goal Setting: Not Just About the Numbers. Yet even though advisors are well-positioned in this stage of the relationship to have these critical conversations, encouraging their clients to discuss their financial goals and understanding on a deeper level why those goals are meaningful to them, is a significant challenge for many.

Numbers 52

Numbers Financial Planning Financial Advisor Clients 52

Calculated Risk

OCTOBER 22, 2022

million SAAR in September • September Housing Starts: Record Number of Housing Units Under Construction • Monthly Mortgage Payments Up Record Year-over-year • 3rd Look at Local Housing Markets in September, California Sales off 30% YoY • Lawler: Early Read on Existing Home Sales in September; CAR Predicts Home Prices to Decline 8.8%

Numbers 77

Numbers Sales Marketing Marketing 77

Calculated Risk

JANUARY 21, 2023

from Peak in June 2022 • December Housing Starts: Record Number of Housing Units Under Construction • 4th Look at Local Housing Markets in December California Home Sales down 44% YoY in December; Prices Down 2.8% At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.02

Numbers 106

Numbers Sales Marketing Marketing 106

Calculated Risk

AUGUST 19, 2023

At the Calculated Risk Real Estate Newsletter this week: • July Housing Starts: Record Number of Multi-Family Housing Units Under Construction • The "New Normal" Mortgage Rate Range • Part 2: Current State of the Housing Market; Overview for mid-August • Lawler: Early Read on Existing Home Sales in July; 3rd Look at Local Housing Markets in July; California (..)

Numbers 52

Numbers Sales Marketing Marketing 52

Wealth Management

DECEMBER 18, 2023

Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.

Numbers 103

Numbers Planning Wealth Advisor Retirement Planning 103

Calculated Risk

JULY 22, 2023

At the Calculated Risk Real Estate Newsletter this week: • June Housing Starts: Record Number of Multi-Family Housing Units Under Construction • NMHC: "Apartment Market Continues to Loosen" • Will house prices decline further later this year? pay) • NAR: Existing-Home Sales Decreased to 4.16

Numbers 52

Numbers Sales Marketing Marketing 52

Advisor Perspectives

JANUARY 31, 2024

Andy Rothman reviews data points that offer insights into the coming quarters.

Numbers 40

Numbers 40

Random Roger's Retirement Planning

AUGUST 17, 2023

This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks.

Numbers 60

Numbers Portfolio Math Portfolio Management 60

Wealth Management

OCTOBER 13, 2023

Why have wealthy investors surged as the leading buy-side participants in this market segment?

Numbers 114

Numbers Marketing Marketing 114

James Hendries

AUGUST 10, 2022

Contributions and any earnings you withdraw will be tax-free if used to pay qualified medical Here are the key tax numbers for 2022 and 2023. Contributions to your HSA, and any interest or earnings, grow tax. Health Savings Accounts. Annual contribution limit. Self-only coverage. Family coverage.

Accounting 52

Accounting Numbers Taxes Tax Planning 52

Wealth Management

DECEMBER 2, 2022

These five findings provide a benchmark for affluent philanthropists and the advisors who support them.

Numbers 97

Numbers 97

MarketWatch

JANUARY 24, 2023

The New York Stock Exchange on Tuesday said it was still looking into the technical issue that led to a large number of trading halts shortly after the opening bell. The exchange continues to investigate issues with today’s opening auction. In a subset of symbols, opening auctions did not occur,” the NYSE said in a technical update.

Numbers 52

Numbers Marketing Marketing 52

Advisor Perspectives

JANUARY 19, 2024

The Fed’s balance sheet could stabilize this year, but details are unclear.

Numbers 52

Numbers 52

Wealth Management

MAY 10, 2023

At the end of last year, there were a record 1,206 mutual funds and exchange-traded funds globally with a climate-related focus, up from 950 at the end of 2021.

Numbers 66

Numbers 66