Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax. And although TCJA's ultimate fate may still be undecided, for at least some clients the potential benefit of taking action today (e.g.,

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!).

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Calculated Risk

MARCH 30, 2023

Inventories of for-sale homes rose, but at a slightly slower pace than the previous week for a second time as the smaller number of hopeful homebuyers still outnumber new sellers on the market. Growth in the number of homes for sale is primarily being driven by longer time on market and needs to be put into context.

Numbers 133

Numbers Sales Marketing Marketing 133

Nerd's Eye View

MAY 31, 2023

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. Some of these can include whether there are additional filing requirements (e.g.,

Taxes 246

Taxes Planning Tax Planning Numbers 246

Calculated Risk

APRIL 4, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. However, the number of homes on the market is still down 37.9% compared to what was typical in 2017 to 2019. • Taking a broader look, the number of new homes for sale remains historically small, even with recent improvements. above year ago levels.

Sales 116

Sales Numbers Marketing Marketing 116

Calculated Risk

APRIL 6, 2023

The inventory of for-sale homes rose compared to last year, but at a slower pace than the previous week for a third time in a row as a smaller number of hopeful homebuyers still outnumber new sellers on the market. The number of newly listed homes has been lower than the same time the previous year for the past 39 weeks.

Sales 145

Sales Numbers Marketing Marketing 145

Calculated Risk

APRIL 11, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. However, the number of homes on the market is still down 37.9% compared to what was typical in 2017 to 2019. • What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. above year ago levels.

Sales 103

Sales Numbers Marketing Marketing 103

Calculated Risk

JULY 18, 2024

compared to April 2017 to 2019 levels. For the 36th week in a row, the number of for-sale homes grew compared with one year ago. Broadly speaking, the number of new homes for sale remains historically low and is still below the 2017-2022 levels, even with recent improvements. YoY, but still down 32.4%

Sales 104

Sales Numbers Marketing Marketing 104

Calculated Risk

JANUARY 25, 2024

below similar weeks in 2017 to 2020. • However, this past week the number of newly listed homes grew by only 3.4% compared to similar weeks in 2017 to 2020. New listings–a measure of sellers putting homes up for sale–were up this week, by 3.4% from one year ago. over last year, a slowing down of the 7.0%

Sales 110

Sales Numbers Marketing Marketing 110

Calculated Risk

APRIL 13, 2023

And below is a table showing the ten most common ages in 2010, 2021, and 2030 (projections are from the Census Bureau, 2017 ). This is why - a number of years ago - I was so positive on housing. Note the younger baby boom generation dominated in 2010. In 2022 the millennials had taken over and the boomers are off the list.

Economy 145

Economy Numbers 145

Calculated Risk

MAY 2, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. Since February, the number of homes newly listed for sale has surpassed year ago pace by double-digit with the exception of a few weeks around this year’s spring holidays. On a monthly basis, they report total inventory. above year-ago levels. from one year ago.

Sales 124

Sales Planning Numbers Marketing 124

Brown Advisory

JULY 17, 2017

NOW 2017 | Innovation Beyond Silicon Valley achen Mon, 07/17/2017 - 15:21 Stan Boland , CEO of U.K.-based Academia is a primary source of innovation in AI; for example, the science to improve autonomous driving is evolving in top universities around the world.

Startup 52

Startup Transportation Clients Medical 52

Brown Advisory

JULY 17, 2017

NOW 2017 | Innovation Beyond Silicon Valley. Mon, 07/17/2017 - 15:21. Overall, the discussion demonstrated the breadth of opportunities available across a number of disparate industries, regions and technology realms, and highlighted the fact that investors who ignore innovation outside of Silicon Valley do so at their peril. . .

Startup 52

Startup Transportation Clients Medical 52

Calculated Risk

MARCH 3, 2024

Nevertheless, the number of homes on the market is still down nearly 40% compared to what was typical in 2017 to 2019. • In fact, the January Realtor.com Housing Trends Report showed that 2024 had the most abundant level of inventory in the most recent four years. from one year ago.

Sales 121

Sales Numbers Marketing Marketing 121

Brown Advisory

MAY 4, 2017

Whereas the broader early-stage funding market directs less than 10% of dollars to female founders, with the Village Capital process, that number is close to 40%. Victoria talked about some of the breakthrough results this approach has produced.

Investing 52

Investing Investments Clients Management 52

Brown Advisory

MAY 4, 2017

Investing to Change the World | SXSW 2017. Thu, 05/04/2017 - 15:53. Whereas the broader early-stage funding market directs less than 10% of dollars to female founders, with the Village Capital process, that number is close to 40%. Victoria talked about some of the breakthrough results this approach has produced.

Investing 52

Investing Investments Clients Management 52

Calculated Risk

APRIL 28, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. Since February, the number of homes newly listed for sale has surpassed year ago pace by double-digit with the exception of a few weeks around this year’s spring holidays. On a monthly basis, they report total inventory. above year-ago levels. from one year ago.

Sales 115

Sales Numbers Planning Marketing 115

Calculated Risk

FEBRUARY 14, 2023

From Realtor.com: In January, the number of homes newly-listed for sale declined by 5.4% below pre-pandemic 2017 to 2019 levels. Although new listings are at a record low for January, the year-over-year decline was smaller in January than in Q4 2022. compared to the same time last year. decrease and November’s 17.2%

Marketing 110

Marketing Marketing Numbers Sales 110

Calculated Risk

MAY 16, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. In fact, last week saw the highest number of homes for sale since August 2020 , a significant milestone. What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. above year-ago levels.

Sales 114

Sales Numbers Marketing Marketing 114

Calculated Risk

OCTOBER 3, 2024

compared to the 2017 to 2019 same month levels. above year-ago levels For the 47th consecutive week dating to November 2023, the number of listings for sale has grown year over year, and this week continues a string of growth rates in the mid-30% range that started in April. On a monthly basis, they report total inventory.

Sales 105

Sales Numbers Marketing Marketing 105

The Big Picture

SEPTEMBER 30, 2023

The number of LinkedIn posts grew 41% from 2021 to 2023. Golf Digest ) Be sure to check out our Masters in Business with Gary Cohn , Assistant to the President for Economic Policy and Director of the National Economic Council from 2017-2018; he was President and Chief Operating Officer of The Goldman Sachs Group from 2006-2016.

Ethics 162

Ethics Economics Medical Numbers 162

Good Financial Cents

AUGUST 14, 2023

One of Bitcoin’s most significant increases happened in 2017, with its value surging from around $1,000 at the start of the year to $19,345 by mid-December. Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30 2017 1,331 12.81 2017 1,331 4.95 5.53% -16.26% -0.86% 2023 39.83% 0.02% 23.1%

Assets 119

Assets Investing Investments Numbers 119

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 89

Taxes Tax Planning Planning Estate Planning 89

Calculated Risk

MARCH 28, 2024

However, the number of homes on the market is still down nearly 40% compared to what was typical in 2017 to 2019 and the gain in inventory, particularly in the more affordable under $350,000 price category, was primarily focused in the South last month.

Sales 109

Sales Numbers Marketing Marketing 109

Calculated Risk

MAY 9, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. from one year ago Although the number of new listings kept rising, the rate of increase slowed considerably compared with the double-digit surges seen in recent weeks. On a monthly basis, they report total inventory. Now - on a weekly basis - inventory is up 35.1%

Sales 105

Sales Planning Numbers Marketing 105

Calculated Risk

FEBRUARY 3, 2023

January 2023 was the first time since March 2017 that the number of originated carloads exceeded the number of originated intermodal units on U.S. Intermodal volume averaged 229,982 units per week in January 2023, the fewest for January since 2013. railroads.

Retail 95

Retail Numbers 95

Calculated Risk

JANUARY 18, 2024

This past week, the number of newly listed homes was 7.0% below similar weeks in 2017 to 2020. After an extended period of less listing activity from sellers due to the mortgage rate lock-in effect, newly listed homes have risen above last year’s levels for the 12th week in a row. higher than the same time last year.

Sales 98

Sales Numbers Marketing Marketing 98

Nationwide Financial

AUGUST 29, 2022

The Tax Cuts and Jobs Act, which passed at the end of 2017 and established current income tax rates, is scheduled to “sunset” at the end of 2025. This means if Congress does nothing, we will revert to 2017 tax rules for the 2026 tax year. If the TCJA sunsets, the 2017 tax brackets will have to be indexed from 2017 numbers.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting achen Mon, 06/12/2017 - 15:11 Thousands of people come to Omaha each spring for the Berkshire Hathaway annual shareholders’ meeting to hear the insights of Warren Buffett and Charles Munger, Buffett’s longtime business partner. A good fisherman can find more fish in China.”

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting. Mon, 06/12/2017 - 15:11. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events. Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions. “A

Investments 52

Investments Investing Ethics Taxes 52

Mish Talk

NOVEMBER 30, 2022

As well as IBM and Maersk, the project had support from a number of carriers, customs organisations, banks and transport providers to create an information ecosystem. 2017 ), and with its utilization of cryptography also offers the possibility of automated decision-making, which may change organizational design (Van Rijmenam et al.

License 219

License Transportation Distribution Banking 219

Calculated Risk

JULY 25, 2024

compared to April 2017 to 2019 levels. For the 37th week in a row, the number of for-sale homes grew compared with one year ago. Broadly speaking, the number of new homes for sale remains historically low and is still below the 2017-2022 levels, even with recent improvements. YoY, but still down 32.4%

Sales 69

Sales Numbers Marketing Marketing 69

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 101

Sales Numbers 101

Calculated Risk

DECEMBER 12, 2024

compared to the 2017 to 2019 same month levels. above year-ago levels For the 57th consecutive week, the number of homes for sale has increased compared with the same time last year. above year-ago levels For the 57th consecutive week, the number of homes for sale has increased compared with the same time last year.

Numbers 59

Numbers Sales Accounting Marketing 59

Calculated Risk

MARCH 21, 2024

However, the number of homes on the market is still down nearly 40% compared with what was typical in 2017 to 2019, and the gain in inventory, particularly in the more affordable under-$350,000 price category, was primarily focused in the South last month.

Sales 81

Sales Numbers Marketing Marketing 81

Calculated Risk

MARCH 14, 2024

Nevertheless, the number of homes on the market is still down nearly 40% compared with what was typical in 2017 to 2019. • New listings–a measure of sellers putting homes up for sale–were up this week, by 15.8% from one year ago. For the 20th consecutive week, newly listed homes have surpassed levels from a year ago.

Sales 76

Sales Numbers Marketing Marketing 76

Calculated Risk

AUGUST 8, 2024

compared to April 2017 to 2019 levels. For the 39th week in a row, the number of for-sale homes grew compared with one year ago. What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. YoY, but still down 30.6%

Sales 72

Sales Numbers Marketing Marketing 72