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. Sales Let’s start with the business basics—sales, also known as revenue. But what do we do with those sales numbers after we see the reports?

Numbers 52

Numbers Taxes Sales Accounting 52

Calculated Risk

OCTOBER 26, 2022

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decreased in September; Completed Inventory Increased Brief excerpt: The next graph shows the months of supply by stage of construction. Months of supply” is inventory at each stage, divided by the sales rate. There are 1.1 months of completed supply (red line).

Sales 104

Sales Numbers 104

Calculated Risk

APRIL 25, 2023

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 683,000 Annual Rate in March Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in March 2023 were down 3.4% from March 2022. You can subscribe at [link].

Sales 97

Sales Numbers 97

Calculated Risk

NOVEMBER 23, 2022

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increased in October; Completed Inventory Increased Brief excerpt: The next graph shows the months of supply by stage of construction. Months of supply” is inventory at each stage, divided by the sales rate. There are 1.2 months of completed supply (red line).

Sales 92

Sales Numbers 92

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

Calculated Risk

JANUARY 21, 2023

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.02 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%

Numbers 105

Numbers Sales Marketing Marketing 105

MarketWatch

FEBRUARY 15, 2023

stock indexes opened lower on Wednesday after January retail sales number came in higher than expected, a sign that the U.S. Sales at U.S. Sales at U.S. Retail sales are a big part of consumer spending and could offer clues about the strength of the economy. The S&P 500 was off 0.6%

Retail 98

Retail Sales Economy Economics 98

Calculated Risk

JANUARY 26, 2023

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 616,000 Annual Rate in December; Previous 3 Months Revised Down Sharply Brief excerpt: The next graph shows the months of supply by stage of construction. Months of supply” is inventory at each stage, divided by the sales rate. There are 1.4

Sales 103

Sales Numbers 103

Nerd's Eye View

FEBRUARY 26, 2024

Cold calls, country club memberships, Chamber of Commerce networking, and referrals (from clients or centers of influence) were staples for growth, and determining how successful those sales-centric efforts were was rather straightforward.

Marketing 195

Marketing Marketing Sales Clients 195

Calculated Risk

NOVEMBER 16, 2022

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in October; California Sales off 37% YoY, Prices Fall; Early Read on October Sales A brief excerpt: California doesn’t report monthly inventory numbers, but they do report the change in months of inventory. In October, sales were down 29.2%

Sales 98

Sales Marketing Marketing Numbers 98

Calculated Risk

JANUARY 16, 2024

At 8:30 AM, Retail sales for December is scheduled to be released. increase in retail sales. • Any number below 50 indicates that more builders view sales conditions as poor than good. • They're currently still well under 7%, meaning that a vast majority of the improvement has been retained despite the modest erosion. [

Retail 57

Retail Sales Economics Numbers 57

Advisor Perspectives

MARCH 9, 2024

Record issuance in bonds to start 2024 is now showing up in the sales numbers. In the case of corporate bonds, record issuance in January was met with record sales in February as the scramble to lock in yields is spurring bond buyers to act.

Sales 52

Sales Numbers 52

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

Calculated Risk

OCTOBER 16, 2023

30 year fixed 7.80% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for September will be released. increase in retail sales. • Any number below 50 indicates that more builders view sales conditions as poor than good. The consensus is for a 0.2% The consensus is for a 0.1% The consensus is for a 0.1%

Retail 57

Retail Sales Numbers 57

Calculated Risk

FEBRUARY 14, 2024

Also at 8:30 AM, Retail sales for January is scheduled to be released. decrease in retail sales. Any number below 50 indicates that more builders view sales conditions as poor than good. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for a 0.1% up from -43.7.

Retail 57

Retail Sales Manufacturing Numbers 57

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

Calculated Risk

NOVEMBER 22, 2023

Today, in the CalculatedRisk Real Estate Newsletter: Lawler on Existing Home Sales, Population Projections and Household Slowdown Excerpt: Census’ new long-term US population projections released last Friday were massively lower than the previous long-term projection released in 2017.

Sales 99

Sales Numbers 99

Calculated Risk

MAY 23, 2023

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 683,000 Annual Rate in April Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in April 2023 were up 11.8% As expected, new home sales were up year-over-year. from April 2022.

Sales 96

Sales Numbers 96

Advisor Perspectives

JUNE 22, 2023

This morning's release of the May existing home sales showed that sales inched up to a seasonally adjusted annual rate of 4.30 The latest number came in higher than the expected 4.25 Existing home sales are up 0.2% million units. from April and are down 20.4% compared to one year ago.

Sales 52

Sales Numbers 52

Calculated Risk

OCTOBER 22, 2022

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.71 in 2023!

Numbers 77

Numbers Sales Marketing Marketing 77

Calculated Risk

AUGUST 9, 2022

Back in early 2009, I wrote a couple of posts arguing there would be an increase in auto sales - Vehicle Sales (Jan 2009) and Looking for the Sun (Feb 2009). I wrote an update in 2014 , and argued vehicle sales would "mostly move sideways" for the next few years. The dashed line is current estimated sales rate.

Sales 81

Sales Numbers Economy 81

Calculated Risk

SEPTEMBER 26, 2022

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales and Cancellations: Net vs Gross Sales A brief excerpt: Tomorrow (Tuesday), the Census Bureau will report new home sales for August. When looking at new home sales, we are interested in net sales for each month, however the Census Bureau reports gross new sales.

Sales 52

Sales Numbers 52

Calculated Risk

JUNE 27, 2023

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales increase to 763,000 Annual Rate in May Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in May 2023 were up 20.0% Year-to-date sales are down 4.7% from May 2022.

Sales 98

Sales Consulting Numbers 98

Advisor Perspectives

MAY 18, 2023

This morning's release of the April existing home sales showed that sales continued to fall for a second straight month to a seasonally adjusted annual rate of 4.28 The latest number represents a 3.4% increase in sales. Existing home sales are now down 23.2% million units from the previous month's 4.43

Sales 52

Sales Numbers 52

Advisor Perspectives

APRIL 20, 2023

This morning's release of the March existing home sales showed that sales unexpectedly dropped to a seasonally adjusted annual rate of 4.44 The latest number represents a 2.4% increase in sales. Existing home sales are now down 22.0% million units from the previous month's 4.55 million, resuming its downward trend.

Sales 52

Sales Numbers 52

Calculated Risk

AUGUST 14, 2023

30 year fixed 7.24% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for July is scheduled to be released. increase in retail sales. Any number above 50 indicates that more builders view sales conditions as good than poor. The consensus is for 0.4% The consensus is for a reading of -0.7, down from 1.1. •

Retail 52

Retail Sales Manufacturing Numbers 52

Calculated Risk

OCTOBER 21, 2023

At the Calculated Risk Real Estate Newsletter this week: • September Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction • NAR: Existing-Home Sales Decreased to 3.96

Sales 61

Sales Numbers Marketing Marketing 61

Calculated Risk

JULY 17, 2023

30 year fixed 6.90% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for June is scheduled to be released. increase in retail sales. • Any number above 50 indicates that more builders view sales conditions as good than poor. In fact, the average lender is still roughly a quarter of percent lower versus July 6/7. [

Retail 52

Retail Sales Numbers 52

Advisor Perspectives

JULY 3, 2023

’s latest quarterly sales numbers, announced Sunday. Price cuts work — but only up to a point. This is about all one can glean from Tesla Inc.’s The struggle between growth and margins, which defined the first half of 2023, has yet to be resolved.

Sales 52

Sales Numbers 52

Calculated Risk

MAY 15, 2023

30 year fixed 6.67% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for April is scheduled to be released. increase in retail sales. • Any number below 50 indicates that more builders view sales conditions as poor than good. The consensus is for 0.6% The consensus is for a 0.1% The consensus is for a 0.1%

Retail 57

Retail Sales Numbers 57

Calculated Risk

MARCH 23, 2023

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 640,000 Annual Rate in February Brief excerpt: And on prices, from the Census Bureau : The median sales price of new houses sold in February 2023 was $438,200. The average sales price was $498,700. The average price in February 2023 was $498,700 down 4.5%

Sales 94

Sales Numbers 94

Advisor Perspectives

JANUARY 20, 2023

This morning's release of the December Existing-Home Sales showed that sales fell slightly to a seasonally adjusted annual rate of 4.02 The latest number represents a 1.5% million units from the previous month's 4.08 The Investing.com consensus was for 3.96 decrease from the previous month and its eleventh in a row.

Sales 59

Sales Numbers 59

Calculated Risk

SEPTEMBER 20, 2023

Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in August A brief excerpt: Note: The National Association of Realtors (NAR) is scheduled to release August existing home sales tomorrow, Thursday, September 21st, at 10:00 AM ET. The consensus is the NAR will report sales of 4.10 million in July.

Sales 65

Sales Marketing Marketing Numbers 65

Calculated Risk

DECEMBER 15, 2022

In November, sales were down 37.9%. Note that in November 2022, there were the same number of selling days as in November 2021, so the SA decline will be similar to the NSA decline. And this suggests another significant step down in sales in November! . … housing inventory almost quadrupled to 3.1

Sales 94

Sales Marketing Marketing Numbers 94

Advisor Perspectives

DECEMBER 21, 2022

This morning's release of the November Existing-Home Sales showed that sales fell to a seasonally adjusted annual rate of 4.09 The latest number represents a 7.7% million units from the previous month's 4.43 The Investing.com consensus was for 4.2 decrease from the previous month and its tenth in a row. November saw a 35.4%

Sales 52

Sales Numbers 52

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Financial Planner 222

Financial Planner Fee Only CFP Commission 222

Advisor Perspectives

JULY 19, 2023

After a stretch of wildly positive economic surprises, the latest US retail sales data felt like more of a mixed bag: the top-line number missed forecasts and, partially in response, stocks drifted aimlessly between losses and modest gains.

Retail 52

Retail Sales Economics Numbers 52