The Big Picture

AUGUST 9, 2023

We will see something similar in the next few CPI reports, as the hottest year-ago numbers drop off from the 12-month series. Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. When looking at any data series, the Base Effects matter. appeared first on The Big Picture.

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Communication Banking Numbers 246

The Big Picture

MAY 9, 2024

I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. @TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American.

Media 336

Media Taxes Math Investing 336

Nerd's Eye View

OCTOBER 30, 2023

Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

The Big Picture

JULY 25, 2023

Also, given you have to turn DRIP on in most brokerage accounts, I wonder what percentage of investors reinvest as well (have looked but can’t seem to find this number anywhere).” The 10-year returns for equities (2012-2021) when the SPX generated 16.6% Essentially, he was referring to the entire field of behavioral economics.

Assets 246

Assets Accounting Taxes Economics 246

The Irrelevant Investor

DECEMBER 5, 2018

"Apple is so big, it’s running up against the law of large numbers." This was taken from a New York Times article in February 2012 when the market capitalization was.$487 Another NYT article from 2014 states that "What makes Apple’s challenge particularly daunting is the law of large numbers. 487 billion.

Numbers 52

Numbers Engineering Sales Government 52

Good Financial Cents

AUGUST 14, 2023

Here’s a look at Bitcoin’s annual returns from 2010 to 2022: Bitcoin 10-Year Return Chart Year Return (%) 2011 1,473 2012 186 2013 5,507 2014 -58 2015 35 2016 125 2017 1,331 2018 -73 2019 95 2020 301 2021 90 2022 -81.02 Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30 2012 186 6.6

Assets 119

Assets Investments Investing Numbers 119

Random Roger's Retirement Planning

JANUARY 22, 2023

From 2012 through 2022, SCHD had a CAGR of 13.51% versus 12.78% for MCW and a standard deviation that was lower by 59 basis points. Some fund had a very good year or even great and the 5 and 10 year numbers look very favorable compared to that fund's benchmark. So better performance and lower standard deviation?

Numbers 74

Numbers Clients Marketing Marketing 74

Trade Brains

OCTOBER 18, 2023

During his initial days of trading, Vijay Kedia made a number of profitable trades from the market. During 2004-05, he picked a number of multi-bagger stocks which gave him a return of over 1,000% in the next 10-12 years. However, he soon realized that even after making frequent profits, few big losses easily destroyed all his profits.

Investing 105

Investing Investments Management Portfolio 105

Random Roger's Retirement Planning

FEBRUARY 9, 2023

He didn't specify which of the two (I believe that is the correct number) funds that Hussman managed back then. For 20 years, holy cow, the numbers look great. The ten year numbers tell a much different story due, I think, to the fund's large allocation to gold. Put it all in the yellow line and forget about then?

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

The Irrelevant Investor

OCTOBER 13, 2020

Because I'm an optimist, I tend to take good news at face value, like for example, the decline in the number of people living in poverty. While there has been progress, the numbers are still beyond horrible. He wrote: By 2012.the He wrote: By 2012.the The number of people living on less than $1.90

Numbers 52

Numbers Banking 52

Trade Brains

SEPTEMBER 19, 2023

Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. Top Cryptocurrency Exchanges : Cryptocurrency markets are constantly growing with an increase in investors and traders timely.

Marketing 116

Marketing Marketing Accounting Engineering 116

The Irrelevant Investor

FEBRUARY 29, 2016

Gold is up over nine percent in February, its best month since January 2012. You'll also notice however, there were a number of occasions that gold performed well as inflation was coming down. In the chart below, we see all the months where gold rose nine percent (red dots).

Numbers 52

Numbers Investing Investments Marketing 52

The Big Picture

APRIL 4, 2024

But what did people do in 2012 when they saw, wait a minute, my house price is recovering. And without that, you know, investment in the economy, we weren’t going to get the economy forward. So they cut rates to zero to force that money. My stock portfolio is recovering. My net worth is starting to go back up. They felt better.

Portfolio 159

Portfolio Management Assets Banking 159

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. Looking more closely at the data above, we noticed only 1976 and 2012 were election years and the market returned 4.6% But the odds favor more green numbers. The logical question is: How much is too much? 2024 is off to a strong start.

Marketing 97

Marketing Marketing Economy Economics 97

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. For many people, 20,000 is not just a number; but happiness for many. The Ripple effect saw the market fall a number of times in 2008. Since then, India has come a long way in the last 30 years. on July 20, of this year.

Numbers 59

Numbers Economy Economics Government 59

Trade Brains

DECEMBER 28, 2023

According to a 2010 Bloomberg report by economists Michael McDonough and Carl Riccadonna, the correlation between garbage and GDP was as high as 82% between 2001 and 2012. This indicator essentially focuses on the number of people who attempt to get into relationships to feel better when the economy is not functioning properly.

Economy 64

Economy Economics Sales Government 64

Discipline Funds

JUNE 27, 2023

Back in 2012 I wrote a short piece about how the ETF world was in the very early stages of eating up the mutual fund world. It’s also interesting to look at this from the fund number level. It’s also interesting to look at this from the fund number level. Meanwhile there are just 2,989 ETFs.

Retirement Planning 52

Retirement Planning Engineering Retirement Marketing 52

The Irrelevant Investor

SEPTEMBER 10, 2018

In a related but tangential matter, the number of publicly traded companies in the United States has been cut in half over the last twenty years. As you can see in the chart below from the 2018 IPO Report by WilmerHale, both the number and dollar volume of IPOs have been fairly steady over the last decade. Data from Ycharts.

Startup 52

Startup Valuation Numbers Commission 52

Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. median return.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

JANUARY 2, 2024

Maximum number of investors per scheme is limited to 1,000, with a cap of 49 in the case of angel funds. AIFs must be registered under SEBI (Alternative Investment Fund) Regulations, 2012. Minimum investment limit is Rs. 1 crore for investors and Rs. 25 lakh for employees, directors, and fund managers.

Taxes 64

Taxes Investing Investments Retail 64

MarketWatch

APRIL 27, 2023

Kristin Sverchek, who has been with the company since 2012 as general counsel and who became president of business affairs in 2021, will be president of the company, a title new CEO David Risher was originally going to assume. Sverchek's base salary in 2021, the most recent publicly available number, was $450,000.

Commission 40

Commission Numbers Marketing Marketing 40

The Big Picture

AUGUST 20, 2024

So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes.

Assets 170

Assets Management Portfolio Marketing 170

eMoney Advisor

DECEMBER 15, 2022

While these are only estimates, not forecasts, the numbers seem promising. Though the CFP Board noted increases in the number of female (4 percent), Black (10 percent), and Hispanic (15 percent) CFP® professionals in 2021, the field remains disproportionately male and white. A Wave of Retirements Expected. population.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

The Irrelevant Investor

MAY 3, 2020

Facebook, Amazon, Apple, Microsoft and Google, which I will refer to as FAAMG, have grown their revenue at 15% a year since 2012, and are now the 5 largest stocks in the S&P 500. All that said, these numbers should be very close, even if they're not precise. 7 years later they would have more revenue than the index itself.

Numbers 52

Numbers Marketing Marketing Investments 52

Trade Brains

JANUARY 3, 2023

Separated from the Minda Group in 2012, can this be a multi-bagger as well? The group was split in 2012 with NK Minda getting control of Minda Industries and Ashok Minda receiving Minda Corporation. Separated from Minda Industries, Minda Corporation was listed on the stock exchanges in March 2012. figures in thousands).

Planning 52

Planning Manufacturing Startup Taxes 52

Walkner Condon Financial Advisors

JANUARY 30, 2024

The 2% number is somewhat arbitrary, but the Federal Open Market Committee (FOMC), or “the Fed”, made it the official target in January 2012. As part of the Fed’s price stability mandate, they would define normal inflation as 2% (measured by Headline Personal Consumption Expenditure, or Headline PCE).

Economy 75

Economy Financial Advisor Banking Economics 75

eMoney Advisor

APRIL 25, 2023

There are a growing number of values exercises you can use with clients, some borrowed directly from the field of psychology. ” Family Relations , 61 (4), 2012. For these reasons, we recommend having a few different values exploration tools in your toolbox, from a simple list of questions to card decks to digital experiences.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Carson Wealth

JANUARY 13, 2025

The last two highlight the challenges of keeping up with changing markets and technology, as GM declared bankruptcy in 2009 and Kodak in 2012. Monthly numbers can be noisy and so a 3-month average is helpful. Also in the top 10 in the early 70s, several oil companies, Eastman Kodak, and General Motors. million average per year).

Marketing 75

Marketing Marketing Economy Compliance 75

Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. Investors cannot aff ord complacency.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. Investors cannot aff ord complacency.

Compliance 52

Compliance Retail Clients Management 52

The Big Picture

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Do do we care about round numbers like a hundred million or 500 million in sales? And so we’ve built out over $20 billion hedge fund, liquid alt business.

Management 159

Management Investments Investing Portfolio 159

The Better Letter

JUNE 7, 2024

There are ways for teams to juggle their cap numbers, of course. Until Patrick Mahomes the last two years (17.5% in 2024, 17.2% in 2023), no Super Bowl winning QB had a higher cap hit percentage than Steve Young. 3 During the period between Young and post-rookie contract Mahomes, there was a widespread belief that Young’s 13.1

Investments 83

Investments Investing Management Education 83

Nationwide Financial

MARCH 27, 2023

The downward path would follow the decline recorded in existing home prices, which turned negative on a y/y basis for the first time since February 2012. Analysis: Home sales surge in February, but level of sales remains low Relative to recent sales numbers, there was a flurry of activity in the market for existing homes in February.

Economics 52

Economics Banking Sales Numbers 52

Brown Advisory

MARCH 28, 2017

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

The numbers tell a clear story about the growing number of investors interested in sustainable investing. Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Starting Points. Tue, 03/28/2017 - 14:11.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Investment Writing

NOVEMBER 20, 2024

For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). He admits that the firm’s 2012 gains were “subpar.” Buffett writes like you imagine a trustworthy person would talk.

Compliance 52

Compliance Communication Assets Investing 52

Brown Advisory

NOVEMBER 12, 2015

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. As we note in some of the suggestions that follow, there are a number of ways to accelerate or delay income that may make sense for you, depending on where your income sits relative to the various thresholds listed above.

Planning 52

Planning Taxes Distribution Medical 52