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.

Healthcare 278

Healthcare Planning Education Retail 278

Calculated Risk

MAY 2, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also plan to buy a home. • On a monthly basis, they report total inventory. above year-ago levels. from one year ago.

Sales 312

Sales Planning Numbers Marketing 312

The Chicago Financial Planner

OCTOBER 21, 2021

Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. This is up from $285,000 in 2019, from $275,000 in 2017 and from $220,000 in 2014. High deductible health insurance plans . Your HSA can be another leg on the retirement planning stool.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Calculated Risk

APRIL 28, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also play to buy a home. On a monthly basis, they report total inventory. Now - on a weekly basis - inventory is up 31.7%

Sales 287

Sales Numbers Planning Marketing 287

Calculated Risk

MAY 9, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also plan to buy a home. On a monthly basis, they report total inventory.

Sales 263

Sales Planning Numbers Marketing 263

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” Let’s consider another question, this one on U.S.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. I wrote a book about this).

Medicine 331

Medicine Numbers Food Insurance 331

The Big Picture

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.

Planning 162

Planning Clients Investing Investments 162

The Big Picture

SEPTEMBER 16, 2022

Coming out of the pandemic lockdown and looking to build on the “ Wealth|Stack ” concept they pioneered in 2019, the partnership between RWM and Advisor Circle threw the gauntlet down to anyone thinking about hosting a conference: Stop boring us. Stop throwing us into giant windowless locations. Times, September 14, 2022).

Financial Planning 340

Financial Planning Financial Advice Food Financial Advisor 340

The Big Picture

OCTOBER 7, 2023

Previously : Cancelling Michael Lewis (October 5, 2023) Revisiting Liar’s Poker, 30 Years Later (April 22, 2022) MiB: Michael Lewis on Pandemic Planning (May 8, 2021) MiB: Michael Lewis on Coaches and Risk (May 25, 2020) MIB: Michael Lewis, Podcaster (April 6, 2019) MIB: Michael Lewis on a Writer’s Life (December 13, 2016) Michael Lewis’ Portrait (..)

Education 333

Education Management Planning Marketing 333

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. Read More.

Financial Advisor 246

Financial Advisor Estate Planning Nonprofit Financial Planner 246

The Big Picture

OCTOBER 19, 2023

Since 2019, Households invested more, home values jumped, and savings levels have risen. The first is a group of charts covering two decades through 2019, titled “ Prevalence of Emotional Payload in Headlines.” The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic.

Media 351

Media Economy Economics Wealth Management 351

Nerd's Eye View

DECEMBER 26, 2022

Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Trade Brains

JUNE 30, 2023

After the company became insolvent in 2019, it was acquired by Baba Ramdev-led Patanjali Ayurved and was rebranded as Patanjali Foods. Fiscal Year Adani Wilmar Patanjali Foods 2019 28,919.68 Fiscal Year Adani Wilma r Patanjali Foods 2019 375.52 Fiscal Year Adani Wilmar Patanjali Foods 2019 2.60 2020 29,766.98 2021 37,195.65

Food 105

Food Planning Manufacturing Retail 105

Trade Brains

SEPTEMBER 1, 2023

The article concludes with a highlight of future plans and a summary. During this timeframe, the CAGR growth of the company stands at 7.60% which can be considered low for the company The table below shows the total revenues of Talbros Automotive Components for 5 financial years: Financial Year Revenue ( in Crores) 2019 ₹ 482.85

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

SEPTEMBER 29, 2023

In this fundamental Analysis of Exide Industries, we read about its history, operating segments, industry, financials and future plans. 2019 14720.88 It has been serving India for as long as we received our Independence. Fundamental Analysis of Exide Industries We will read in brief about its history and its current capabilities.

Planning 119

Planning Manufacturing Sales License 119

Trade Brains

JANUARY 29, 2024

The country plans to reach 450 GW of installed renewable energy capacity by 2030, with 280 GW (over 60%) expected from solar power. 2019-20 ₹ 2,972.85 ₹ 2,644.66 2019-20 ₹ -2,691.84 ₹ 1,566.76 2019-20 -1.19 2019-20 -0.3 Most of the demand will come from the real estate and transport sectors. 2021-22 -1.79

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

MARCH 3, 2024

Industry Overview The global solar industry was valued at USD 50 billion in 2019 and is estimated to grow by 26% to reach USD 200 billion, while the global pump market was valued at USD 96 billion in 2022 and is estimated to be at USD 119.39 2020 -0.19 -5.31% 2019 16.72 billion by 2028, growing at a CAGR of 6.3% 5-year average 10.96

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

OCTOBER 25, 2023

In this article on Force Motors Vs Olectra Greentech, we compare the company, financials, ratios & see which one has better future plans. The government has launched various initiatives to help the industry grow, including the Automotive Mission Plan 2016-26 and the FAME Scheme. Fiscal Year Force Motors Olectra Greentech 2019 3734.07

Planning 111

Planning Manufacturing Transportation Accounting 111

Trade Brains

FEBRUARY 14, 2024

Industry Analysis The Indian rail freight industry is experiencing growth and improvements, with ambitious plans and increased investment by the government and schemes such as Gati Shakti, which aim at enhancing capacity, efficiency, and sustainability. 2019-20 ₹ 1,766.32 ₹ 125.74 2019-20 ₹ - 36.14 -₹ 0.13 crore and Rs.

Planning 105

Planning Manufacturing Transportation License 105

Trade Brains

NOVEMBER 6, 2023

In this Fundamental Analysis Of Force Motors , we’ll analyze its operations, segments, fundamentals, industry, future plans and more. 2019-20 3,080.52 Future Plans Of Force Motors 1. The post Fundamental Analysis Of Force Motors – Financials, Future Plans & More appeared first on Trade Brains.

Planning 105

Planning Transportation Engineering Manufacturing 105

Trade Brains

JUNE 6, 2023

A highlight of the future plans of both the companies and a summary conclude the article at the end. Fiscal Year Gujarat Fluorochemicals Navin Fluorine 2023 33 25 2022 28 24 2021 22 29 2020 18 24 2019 26 23 (figures in %) Along these lines, the net profit margin also expanded. Next, we’ll learn about the two businesses.

Planning 103

Planning Manufacturing Electronics Pharmaceutical 103

Trade Brains

JANUARY 17, 2024

we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai. 2019-20 ₹ 17,131.99 ₹ 32,837.50 ₹ 1,499.52 ₹ 4,186.79 2021-22 ₹ 21,763.34 ₹ 38,654.49 ₹ 2,546.65 ₹ 3,405.82 2020-21 ₹ 19,159.59 ₹ 33,498.14 ₹ 2,388.51 ₹ 2,284.68

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Nerd's Eye View

APRIL 10, 2024

So, although the entire 227-year span of McQuarrie's analysis from 1793 to 2019 was weakly supportive of Siegel's conclusions, there were subperiods where bonds actually outperformed stocks, leading McQuarrie to conclude that there was no consistent relationship between asset outperformance and length of holding period to which values must revert.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Trade Brains

MAY 31, 2023

The Indian chemicals market was worth $178 billion in 2019 and is projected to grow by 9.3% Fiscal Year Operating sales(Cr) Operating profit(Cr) Net profit(Cr) 2023 11,301 2165 1221 2022 7,663 1356 687 2021 5,808 961 406 2020 4,685 465 89 2019 6,742 457 73 5-yr CAGR 10.888 36.49 annually to $304 billion by 2025. Stock P/E 5.90

Planning 98

Planning Manufacturing Food Government 98

The Big Picture

MAY 28, 2023

on a disastrous COVID plan, and never paid a professional price. In 2019 you would have been considered a quack if you suggested that the best way to get rid of a virus is to spread the virus. My Sunday morning look at incompetency, corruption and policy failures: • We Want Them Infected : These ‘experts’ sold the U.S.

Accounting 299

Accounting Medical Numbers Assets 299

Trade Brains

SEPTEMBER 15, 2023

The article concludes with a highlight of future plans and a summary. Year Total Revenue (Rs in Crores) Profit after tax (Rs in Crores) 2019 514.02 This also suggests that the company has the capacity to borrow additional capital for expansion and growth Year Debt to Equity (x) Interest Coverage Ratios (X) 2019 0.26 4 2020 0.33

Planning 105

Planning Manufacturing Compliance Commission 105

Trade Brains

DECEMBER 4, 2023

The article concludes with a highlight of future plans and a summary. Future Plans Of Gujarat Pipavav Port So far we looked at the previous fiscals’ data for our fundamental analysis of Gujarat Pipavav Port. They plan to build a new liquid berth at an estimated cost of USD 90 million, pending regulatory approval. million MT.

Planning 111

Planning Commission Economy Taxes 111

Trade Brains

AUGUST 9, 2023

Fiscal Year MRF Balkrishna 2019 16484 54281 2020 16574 50620 2021 16373 59553 2022 19633 87330 2023 23261 101060 5-year CAGR 7.13% 13.24% (Figures in Rs. Fiscal Year MRF Balkrishna 2019 1130 7736 2020 1422 9596 2021 1277 11775 2022 669 14353 2023 768 10574 5-year CAGR -7.43% 6.45% (Figures in Rs. Fiscal Year MRF Balkrishna 2019 5.97

Planning 97

Planning Manufacturing Marketing Marketing 97

Trade Brains

JUNE 5, 2023

A highlight of the future plans & recent developments and a summary conclude the article at the end. The capital expense for modernization and new infrastructure has grown by 57% since 2019 to Rs 1.62 2019 3,214 16.6 (Net Next, we’ll learn about the changing defence landscape in India. lakh crore in 2023-24. 2021 3,432 15.0

Planning 97

Planning Government Sales Portfolio 97

Good Financial Cents

APRIL 1, 2023

Financial bloggers often portray the traditional IRA vs. the 401(k) plan as a debate, as if one plan is better than the other. In truth, they’re very different plans, and they fill very different needs. If you can, you should plan to have both. This is especially true if your 401(k) plan is fairly restrictive.

Planning 95

Planning Distribution Taxes Retirement Planning 95

The Big Picture

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Financial Planning 186

Financial Planning Math Assets Management 186

Nerd's Eye View

AUGUST 28, 2023

The announcement of the merger between Charles Schwab and TD Ameritrade in November 2019 kicked off a marathon of preparation for advisory firms to transition their clients on the TD Ameritrade custodial platform to Schwab.

Financial Advisor 246

Financial Advisor Distribution Clients Accounting 246

Trade Brains

OCTOBER 5, 2023

The article concludes with a highlight of future plans and a summary. 2020 ₹1733 ₹69 2019 ₹1844 ₹99 CAGR growth 5.36% 26.06% The profits of the company have increased exponentially compared to the total revenues during our period of analysis. Following that, we’ll go into the stock’s financials. of the country’s GDP.

Planning 105

Planning Manufacturing Assets Distribution 105

Trade Brains

NOVEMBER 22, 2023

The Ministry of New and Renewable Energy (MNRE) has outlined a wind-specific renewable purchase obligation (RPO) plan for 2030 with a target of 8 GW onshore wind tender every year between 2023 and 2030. Particulars / Fiscal Year 2019 2020 2021 2022 2023 4 Year CAGR Suzlon Energy - Revenue ₹5,074.64 ₹3,000.42 ₹3,365.59 ₹6,603.97 ₹5,990.16

Planning 111

Planning Manufacturing Distribution Investing 111

Trade Brains

FEBRUARY 8, 2024

2019 16062.46 Financial Year/ Particulars Operting Profit Margin MRF Apollo Tyres 2023 10.42% 13.57% 2022 10.66% 12.39% 2021 18.25% 16.20% 2020 14.67% 11.98% 2019 14.40% 11.26% 5-year Average 13.69% 13.08% The net profit margins of MRF and Apollo stand at around 3.34% and 4.5%, respectively, with Apollo being ahead again. 2022 19316.72

Planning 105

Planning Manufacturing Portfolio Government 105