Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. New highs scare many investors, but history suggests more new highs will follow.

Numbers 97

Numbers Marketing Marketing Insurance 97

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

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

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. During the quarter, two banks opened, one bank failed, and 27 institutions merged.

Numbers 72

Numbers Banking Insurance Assets 72

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. 2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

JULY 20, 2023

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection.

Math 186

Math Financial Planning Assets Management 186

Calculated Risk

SEPTEMBER 9, 2022

The FDIC reported the number of problem banks was unchanged at 40. The number of FDIC-insured institutions declined from 4,796 in first quarter 2022 to 4,771. The number of banks on the FDIC’s “Problem Bank List” remained unchanged from first quarter at 40, the lowest level since QBP data collection began in 1984.

Banking 139

Banking Insurance Numbers Assets 139

Calculated Risk

FEBRUARY 28, 2023

The FDIC reported the number of problem banks decreased to 39. The number of FDIC-insured institutions declined from 4,746 in third quarter to 4,706 this quarter. The number of banks on the FDIC’s “Problem Bank List” decreased by 3 from third quarter to 39, the lowest level in QBP history. Seven institutions ceased operations.

Banking 144

Banking Insurance Numbers Assets 144

The Big Picture

FEBRUARY 14, 2024

So what were the numbers like after World War 1 and after World War 2? Jeff Hirsch : The numbers, it was about just around 500 percent, 517%, 521%, right in the just over 500%. And the Dow didn’t actually hit that number until, uh, it was July of 1992, but the S&P had the 500 percent move-in. Q4 2018, 19.9%.

Marketing 317

Marketing Marketing Government Numbers 317

Brown Advisory

NOVEMBER 28, 2018

2018 Year-End Planning Letter. Wed, 11/28/2018 - 08:38. As we discuss below, the new tax law offers a number of opportunities for adjusting long-term plans. Now those limits are $10 million and $20 million respectively; after factoring in inflation, the 2018 limit is $11.18 Agreements signed by Dec.

Planning 52

Planning Taxes Clients Estate Planning 52

Calculated Risk

JUNE 26, 2023

Here is a mid-year look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of June 25th.

Transportation 140

Transportation Numbers Sales 140

Good Financial Cents

AUGUST 14, 2023

The Bitcoin hype cooled in 2018, resulting in significant declines—its lowest value was around $3,232 in December of that year. on August, 3rd, 2018, and its value climbed to $29,310.44 5 years (2018-2023) $7,438.67 $29,310.44 Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30

Assets 119

Assets Investing Investments Numbers 119

Calculated Risk

DECEMBER 6, 2022

The FDIC reported the number of problem banks increased to 42. The number of banks on the FDIC’s “Problem Bank List” increased by two from second quarter to 42. This graph from the FDIC shows the number of problem banks and assets at problem institutions. emphasis added Click on graph for larger image. billion to $163.8

Banking 98

Banking Numbers Assets 98

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

MarketWatch

APRIL 3, 2023

GM stopped reporting monthly sales in 2018, taking a page from electric-vehicle maker Tesla Inc. TSLA Tesla reported sales and production numbers on Sunday, with analysts worrying about potential price cuts. Shares of GM dropped more than 1% Monday, poised to snap a three-session winning streak.

Sales 98

Sales Numbers Marketing Marketing 98

Calculated Risk

SEPTEMBER 25, 2023

Here is a late September look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of September 24th.

Transportation 128

Transportation Numbers Sales 128

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. 2018 was not 1987 and if there is another event where volatility ends up being a major determent then it will be different than the other two but with some overlap. Events don't repeat but the can rhyme.

Numbers 98

Numbers Insurance Marketing Marketing 98

The Big Picture

OCTOBER 9, 2024

He’s written numerous books on the subject, including Damodaran on Valuation, Narrative and Numbers, and the textbook Investment Valuation Tools and Techniques for Determining the Value of Any Asset. purely by luck in 2018. I’m not saying intrinsic value is somehow a stable stagnant number.

Valuation 325

Valuation Investing Investments Numbers 325

Trade Brains

SEPTEMBER 27, 2023

In 2018–2019, diesel consumption stood at 2.64 And when it comes to fuel bills, in 2018–2019, they were Rs 18,587.14 And when it comes to fuel bills, in 2018–2019, they were Rs 18,587.14 Going back to 5 years, only 40% of the railway tracks were electrified, but now that number has risen to 85%. lakh kL in 2020–21.

Transportation 116

Transportation Numbers Planning Investing 116

Trade Brains

FEBRUARY 22, 2024

According to the FY23 report, the total number of employees was 27,517. 2018-19 ₹ 9,812.51 ₹ 3,460.77 Particulars/ Financial Year RoE (%) Yes Bank IDFC First Bank 2022-23 1.80% 9.61% 2021-22 3.15% 0.62% 2020-21 -10.52% 2.69% 2019-20 -75.74% -18.45% 2018-19 6.35% -10.48% Average (5 Years) -14.99% -3.20% RoA was 0.20% and 1.03% in FY23.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

NOVEMBER 17, 2023

2018-19 7.04 -1.87 As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit (Cr.) 2022-23 350.96 2021-22 161.5 2020-21 12.98 -2.37 2019-20 5.68 -3.18 in FY23 as compared to 34.08% in FY22. in FY22 to 0.46 Average (5 Years) 2.52

Government 115

Government Engineering Distribution Planning 115

Validea

AUGUST 30, 2022

made this kind of switch between 2006 and 2018. Those kinds of numbers can be very attractive to investors; the study revealed that those funds that switch indexes rake in $70 million more new money on average over the next 5 years, even though the performance didn’t actually improve. better in a 1-year period, 2.4%

Marketing 115

Marketing Marketing Management Numbers 115

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. Markets Perked Up on Better Job Numbers The August 2 jobs report already had markets primed for a potentially volatile week after job gains came in much weaker than expected and the unemployment rate ticked up to 4.3%.

Marketing 95

Marketing Marketing Numbers Economy 95

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%. In recent years, a number of states developed a sort of workaround for business owners to navigate the SALT cap.

Taxes 89

Taxes Tax Planning Planning Estate Planning 89

Calculated Risk

JULY 24, 2023

Here is a late July look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of July 23rd.

Transportation 96

Transportation Numbers Sales 96

MarketWatch

JANUARY 31, 2023

MoviePass “had to increase the number of cities in which MoviePass will initially launch from three to nine,” Hoch said. MoviePass attracted buzz in 2018 after allowing people to pay a low subscription fee for the ability to see unlimited movies, but that business model didn’t provide sustainable.

Numbers 74

Numbers Clients Marketing Marketing 74

Carson Wealth

OCTOBER 23, 2023

Compare that to the 2018-2019 pace of 1.7% The consumption numbers quoted above came amidst surging student loan payments. Excluding shelter, the consumer price index for all other items increased at an annual pace of 2.7% in the third quarter. After adjusting for inflation, retail and food service sales were up 5.7%.

Marketing 143

Marketing Marketing Economy Retail 143

Random Roger's Retirement Planning

APRIL 17, 2024

I don't know whether those weightings can vary but the numbers come off the home page for the fund. TRTY only goes back to late 2018 so I build the following to try to replicate it with exposure I believe to be consistent with what TRTY owns. I'd bet that Hussman anecdote from above came from a place of emotion given the timing of it.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

The Irrelevant Investor

JUNE 15, 2019

In 2018, 52% of all participants at Vanguard were invested in a single target-date fund. In 2018, two out of three new participants were in plans that adopted automatic enrollment. These numbers are pretty encouraging. Six in ten people making more than $150,000 contributed the maximum account in 2018.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Trade Brains

APRIL 3, 2023

billion in 2021 with a large number of small and big companies operating in the industry across various sub-sectors such as glass, paper, carton/folding, PET bottles, etc. These chemicals find their end uses across a multitude of industries like paints, pharma, textiles, etc. for the last six years. over the past five fiscals.

Planning 98

Planning Manufacturing Accounting Pharmaceutical 98

Random Roger's Retirement Planning

JUNE 26, 2024

In 2018 the S&P 500 was down a little over 4% and managed futures was down about 8%. Those aren't big numbers so a portfolio that was 80% equities and 20% managed futures that year would have been down 5.4%. But what if the numbers were bigger? Ok, no big deal, it happens. Ok, no big deal, it happens.

Portfolio 95

Portfolio Management Numbers Taxes 95

Random Roger's Retirement Planning

MAY 11, 2024

I backtested May, 2015 to May 2018 which included one pretty good year, one average year and portions of two years that were flat. If that number seems too big, it isn't. They'd be able to put in all $2000 in for three years before Medicare starts. For 36 months, this person put in $2000 per and then got some growth.

Retirement 66

Retirement Taxes Planning Accounting 66

Calculated Risk

OCTOBER 24, 2024

year over year • September marked the fourth consecutive year-over-year rise in mortgage delinquencies, the longest such stretch since early 2018 outside of the initial impact of the COVID pandemic • A 5.9% from August and 5.7% increase from the month prior and up +43.2% from last September emphasis added Click on graph for larger image.

Numbers 53

Numbers Sales 53

Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). In fact, the number of registered RIAs appears to be declining.

Investment Advisor 52

Investment Advisor Investing Investments Numbers 52

Trade Brains

APRIL 17, 2023

Revenue & Net Profit Growth Fiscal Year Operating Revenue Net Profit/Loss 2022 ₹ 6,882 – ₹ 1,011 2021 ₹ 3,647 – ₹ 416 2020 ₹ 2,781 – ₹ 269 2019 ₹ 1,654 – ₹ 1,773 2018 ₹ 1,023 – ₹ 692 (figures in crores) The company’s revenues have consistently increased in the past five years. 2018 -0.02 -57.41

Planning 59

Planning Engineering Electronics Numbers 59

Carson Wealth

AUGUST 4, 2022

1 It’s a number that just keeps rising, too. Insuring for an extended care event or for long-term care can be done in a number of ways, including standalone policies and policy riders on life insurance or annuity contracts. December 4, 2018. This estimate is up $15,000 from last year’s study. May 25, 2002.

Retirement 98

Retirement Insurance Insurance Coverage Taxes 98