Calculated Risk

JULY 10, 2024

Over the month, commercial planning increased 14.5% and institutional planning ticked up 0.2%. Data centers continued to dominate planning projects in June – fueling another strong month for commercial planning,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. The index was at 198.6

Healthcare 278

Healthcare Planning Education Retail 278

Calculated Risk

SEPTEMBER 11, 2023

“Overall activity remains above historical norms, but weaker market fundamentals continue to undermine planning growth,” said Sarah Martin, associate director of forecasting for Dodge Construction Network. Also, planning in the sector continues to revert from the strong spike in activity back in May. The index was at 178.0

Healthcare 304

Healthcare Planning Education Economics 304

Wealth Management

NOVEMBER 16, 2022

A review of the topics of interest to estate planners.

Planning 130

Planning 130

Calculated Risk

MAY 8, 2024

Over the month, commercial planning improved 12.6% and institutional planning dropped 6.3%. The Dodge Momentum Index (DMI) saw positive progress in April, alongside a deluge of data center projects that entered the planning stage ,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 267

Healthcare Planning Education Economics 267

Calculated Risk

SEPTEMBER 9, 2022

The Momentum Index, issued by Dodge Construction Network, is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. This graph shows the Dodge Momentum Index since 2002. emphasis added Click on graph for larger image.

Healthcare 264

Healthcare Planning 264

Calculated Risk

OCTOBER 10, 2022

The DMI is a monthly measure of the initial report for nonresidential building projects in planning, shown to lead construction spending for nonresidential buildings by a full year. On the commercial side, the figure was primarily bolstered by an influx of data centers entering the planning queue. The index was at 183.2

Healthcare 264

Healthcare Education Planning 264

Calculated Risk

MARCH 7, 2023

Owners and developers tend to put projects into planning until well after economic conditions weaken. Commercial planning in February was bolstered by almost 20% growth in office planning activity, as data centers continued to steadily enter the planning queue. This graph shows the Dodge Momentum Index since 2002.

Healthcare 276

Healthcare Economics Planning Education 276

Calculated Risk

JANUARY 9, 2023

Commercial planning in December was supported by broad-based increases across office, warehouse, retail and hotel planning. Meanwhile, institutional growth focused on recreation and public building, with education and healthcare planning activity remaining flat. This graph shows the Dodge Momentum Index since 2002.

Healthcare 264

Healthcare Education Retail Planning 264

Calculated Risk

MAY 9, 2023

From Dodge Data Analytics: Dodge Momentum Index Declines In April After Pullback In Commercial Planning The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 5.1% Commercial planning in April was pushed down by sluggish office, hotel and retail activity. This graph shows the Dodge Momentum Index since 2002.

Healthcare 259

Healthcare Economics Planning Education 259

Calculated Risk

APRIL 10, 2023

Commercial planning in March was driven down by less projects in the office and warehouse sectors, decreasing 29% and 11%, respectively. Institutional planning weakened more substantially, as healthcare fell 17%, education dipped 6%, and amusement planning activity dropped 14%. emphasis added Click on graph for larger image.

Healthcare 257

Healthcare Banking Education Planning 257

NAIFA Advisor Today

FEBRUARY 6, 2025

He was President and Director of the Society of FSP Central Indiana Chapter from 2002 through 2005. He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.

Ethics 138

Ethics Retirement Planning Education CFP 138

Calculated Risk

JULY 11, 2023

From Dodge Data Analytics: Decline in Institutional Planning Drops Dodge Momentum Index Down 3% in June The Dodge Momentum Index (DMI), issued by Dodge Construction Network, declined 2.5% Commercial planning in June remained afloat alongside an uptick in data center and hotel planning projects. in June to 197.3

Healthcare 225

Healthcare Planning Education Economics 225

Nerd's Eye View

MAY 1, 2024

Understanding that this would place an unnecessarily heavy burden on advisors, the SEC issued an exemption in 2002 allowing for certain "Internet advisers" to register with the SEC even though they wouldn't otherwise qualify to do so.

Investing 246

Investing Investments Compliance Clients 246

Calculated Risk

JANUARY 10, 2024

Over the month, commercial planning grew 1.0% and institutional planning improved 6.1%. “ While ongoing labor and construction cost issues will persist in 2024, a substantive amount of projects are sitting in the planning queue and will support construction spending going into 2025.”. The index was at 186.6 the previous month.

Planning 182

Planning Economics 182

Calculated Risk

NOVEMBER 7, 2023

Heightened momentum in warehouse planning activity supported the commercial side of the Index this month, while muted education planning activity slowed the institutional portion,” stated Sarah Martin, associate director of forecasting for Dodge Construction Network. This graph shows the Dodge Momentum Index since 2002.

Education 173

Education Healthcare Planning Economics 173

The Big Picture

JANUARY 13, 2023

the rocket launch company he founded in 2002, before he got involved at Tesla. Source: Creative Planning via @PeterMallouk. . • Elon Musk Might Never Be the World’s Richest Person Again : It’s not just that he became the first person in history to have $200 billion erased from their personal fortune. Meme Stocks, below 2021 Highs.

Media 276

Media Transportation Engineering Distribution 276

Calculated Risk

FEBRUARY 7, 2023

While planning activity slowed, the Index remains elevated, and the volume of projects remains steady,” stated Sarah Martin, associate director of forecasting for Dodge Construction Network. Overall, levels of planning activity remained comparatively strong over the month — which bodes well for the construction sector.” in December.

Healthcare 147

Healthcare Education Planning Retail 147

Calculated Risk

JUNE 7, 2023

From Dodge Data Analytics: Dodge Momentum Index Slides 2% in May Due to Weaker Commercial Planning The Dodge Momentum Index (DMI) , issued by Dodge Construction Network, fell 2.0% Conversely, institutional planning steadily improved over the month as research and development laboratories and hospital projects steadily entered planning.

Planning 130

Planning Education Economy Economics 130

Calculated Risk

AUGUST 8, 2023

In comparison to January 2023, commercial planning activity is down 10% through July, while institutional planning is up 16%. Distinctly large institutional projects entering planning in May temporarily inflated month-to-month trends, but activity has since ticked down. This graph shows the Dodge Momentum Index since 2002.

Healthcare 130

Healthcare Planning Education Numbers 130

XY Planning Network

MAY 21, 2024

Since its approval by the SEC in 2002, the Internet Adviser Exemption has gained increasing popularity and interest among advisers as a possible path to SEC registration, especially if the adviser may not otherwise qualify for federal registration.

Financial Planning 91

Financial Planning Clients Planning Management 91

Trade Brains

JANUARY 22, 2024

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. Tata Technologies Vs KPIT Technologies – Future Plans KPIT Technologies The Company aims to achieve international product leadership in EV Architecture, Middleware Consulting, Autonomous Drive, and Cloud Based Connected Services. .)

Planning 119

Planning Engineering Manufacturing Clients 119

eMoney Advisor

APRIL 25, 2023

Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. 5 Values conversations can be especially beneficial for couples, and the planning process.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Carson Wealth

AUGUST 4, 2022

Ways to Start Planning Early for Retirement Health Care Costs. Let’s start with the obvious: savings plans. Planning out these expenses could be a great way to reduce costs post-retirement. . Other options may include health sharing or co-op plans, self-insuring or even moving abroad. . May 25, 2002.

Retirement 98

Retirement Insurance Insurance Coverage Taxes 98

MainStreet Financial Planning

NOVEMBER 2, 2022

November 4th, 2002, Jim Ludwick founded MainStreet Financial Planning. His desire to create a fee-only Financial planning firm accessible to people from all walks of life has now been around for 20 years. The post Happy Birthday MainStreet appeared first on MainStreet Financial Planning.

Fee Only 52

Fee Only Financial Planning Retirement Planning 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. Wed, 04/01/2020 - 09:31. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Random Roger's Retirement Planning

MARCH 11, 2025

My first introduction to the concept was from my time at Fisher Investments in 2002. The concept of barbell strategies, which are a form of capital efficiency, in this context is sort of borrowed from Nassim Taleb who years ago talked about putting 10% of a portfolio in very risky stuff and the other 90% in very safe things like T-bills.

Portfolio 59

Portfolio Taxes Management Investing 59

Steve Sanduski

DECEMBER 15, 2022

Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble.

Financial Advisor 52

Financial Advisor Planning Clients Investing 52

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). billion in the first year (1975).

Retirement 90

Retirement Distribution Taxes Retirement Planning 90

Random Roger's Retirement Planning

JULY 22, 2022

In 2001 I got laid off from Schwab, sold our house in Scottsdale while I went to work at Fisher Investments for most of 2002, keeping our cabin in Walker which we moved into full time late that year and have been living in Walker ever since. In a way we've been retired since 2002. We sort of played a long game landing here in 2002.

Investments 75

Investments Investing Taxes Retirement 75

Trade Brains

JULY 27, 2022

The government sold 25% of its stake in 2002, as per its divestment plans. However, Tata Communications shelved the plans to buy Tata Teleservices, instead wanting to concentrate on strengthening the balance sheet. Tata Communications. Tata Communications, formerly Videsh Sanchar Nigam Ltd.

Communication 113

Communication Engineering Government Media 113

Random Roger's Retirement Planning

OCTOBER 25, 2022

Going back to 2002 and PRPFX has a CAGR that beats VBAIX by 74 basis points annually thanks mostly to how well gold did in the first decade of this century. Portfolio 1 is 75% SPDR S&P 500 (SPY)/25% client and personal holding BTAL, Portfolio 2 is 100% PRPFX and Portfolio 3 is 100% VBAIX.

Portfolio 95

Portfolio Retail Accounting Numbers 95

Random Roger's Retirement Planning

MAY 6, 2024

In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. That is not a bad result but might be less than you'd think when looking at the CAGR numbers. I outlined the four years that account for just about all of the long term outperformance.

Assets 98

Assets Portfolio Taxes Management 98

Darrow Wealth Management

MARCH 6, 2023

Since 1926, stocks were down four consecutive years only once (between 1929 and 1932), three years in a row twice (latest being 2000 to 2002), and one instance of back-to-back losses (between 1974 and 1975). Year-over-year losses are more common for stocks, as you might expect. Stocks have lost money only 26 out of 97 years (1926 to 2022).

Marketing 99

Marketing Marketing Wealth Management Portfolio 99

Park Place Financial

JULY 6, 2022

RETIREMENT PLANNING The Impact of Public Retirement in Texas Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Two laws in particular— Senate Bill 321 and House Bill 3898 —have significant implications for Texas citizens with public retirement plans. Statewide systems plans. What Is Texas HB 3898?

Retirement 52

Retirement Retirement Planning Certified Financial Planner Ethics 52

Carson Wealth

OCTOBER 7, 2022

Remember, this year was the worst start to a year since 1974 and 2002. As you can see, in many instances, once the S&P 500 was down 25% it was quite near a major low. Seventh and lastly, October is known as a bear market killer. The ‘73/’74 bear ended on October 3, while the tech bubble bear market bottomed on October 9.

Economy 98

Economy Investing Investments Marketing 98

Trade Brains

APRIL 12, 2023

Lemon Tree Hotels was founded in 2002 and started in 2004 by Mr Pattu Keswani with 1 hotel having only 49 rooms. By the end of FY25, the management plans to have an inventory of 11,240 rooms across 122 properties. .) ₹6,000 EPS ₹0.6 Stock P/E 133 RoCE 1.2% RoE -10% Promoter Holding 23.6% Book Value ₹10.7 Debt to Equity 2.49

Banking 97

Banking Retail Communication Assets 97