Calculated Risk

JULY 10, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Large Decline in June Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 4.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in June from May. from a year ago. “ from a year ago. “

Consulting 246

Consulting Economics Sales Management 246

Calculated Risk

JUNE 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Continued Declines in May Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.7% points below our January result,” said Chris Frey, senior manager of Economic and Industry insights for Cox Automotive. in May from April.

Consulting 234

Consulting Retail Economics Sales 234

Mish Talk

NOVEMBER 29, 2022

Cost of Owning "Nationally, it cost $888 a month more to buy an entry-level single-family home than to rent it, according to September data from John Burns Real Estate Consulting. Image courtesy of John Burns Real Estate Consulting. Existing Home Sales long-term chart courtesy of Trading Economics. Not a Crash?! New Home Sales.

Sales 285

Sales Economics Consulting Economy 285

Abnormal Returns

MARCH 17, 2024

bonddad.blogspot.com) The economic schedule for the coming week. cnn.com) The management consulting business is struggling. (awealthofcommonsense.com) Shelter inflation is still going to come down this year. disciplinefunds.com) One reason why inflation isn't slowing as fast as hoped. ft.com) Industrial production is fading.

Financial Advising 288

Financial Advising Commission Valuation Consulting 288

Calculated Risk

NOVEMBER 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.3% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in October from September. from a year ago. year over year.

Consulting 204

Consulting Economics Sales Management 204

Calculated Risk

DECEMBER 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease in November Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.1% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in November from October. from a year ago. year over year.

Consulting 204

Consulting Economics Sales Management 204

Abnormal Returns

MARCH 27, 2023

washingtonpost.com) This book argues that the consulting industry is a drag on the modern economy. (thegeneralist.substack.com) The AI cat is out of the bag. marginalrevolution.com) Economy The pandemic completely transformed the market for lower wage workers. npr.org) Earlier on Abnormal Returns Adviser links: hyperbole cycles.

Economics 130

Economics Startup Financial Advising Economy 130

Calculated Risk

JANUARY 8, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease in December, End Year Down 7.0% December’s decline brought a volatile year to a close,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive. in December from November. The Manheim Used Vehicle Value Index (MUVVI) dropped to 204.0,

Consulting 189

Consulting Economics Sales Marketing 189

The Big Picture

AUGUST 31, 2023

The Hostile Takeover of Blue Cities by Red States : GOP legislatures are increasingly imposing their economic and cultural priorities on left-leaning municipalities like Nashville. The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Abnormal Returns

AUGUST 9, 2023

awealthofcommonsense.com) Base effects matter when analyzing economic data. newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. (economist.com) Economy A re-accelerating economy risks higher base inflation. bloomberg.com) Credit card debt levels are growing in line with the economy.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Calculated Risk

SEPTEMBER 8, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Minimal Increase in August Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 0.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in August from July. from a year ago.

Consulting 189

Consulting Sales Economics Management 189

The Big Picture

NOVEMBER 30, 2022

What’s behind the UK’s economic mess? . • What’s behind the UK’s economic mess? New York Times ). • Institutional Investor ). Institutional Investor ). The war, British politics and the ‘Brexit impact’: The country is lagging behind its rich-world peers — and a growing chorus of experts blame its divorce from the EU.

Consulting 279

Consulting Economics Assets Investments 279

The Big Picture

JULY 12, 2023

Chief Investment Officer ) • Municipalities aren’t going to drive US economic growth But they aren’t going to tank it either : The economics of state and local governments matter a great deal. Claims of rolling recessions are used merely as an excuse for failed macroeconomic predictions that flowed from bad models. (

Insurance 244

Insurance Distribution Economics Consulting 244

Zoe Financial

JANUARY 28, 2025

Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

The Big Picture

AUGUST 6, 2022

?. This week, we speak with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. Her research into the Internet & Technology led to her becoming a consultant for HBO’s show Silicon Valley. She specializes in corporate governance and regulations.

Banking 211

Banking Startup Government Economics 211

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Zoe Financial

MARCH 10, 2025

Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Market Uncertainty: Investors are weighing whether this is a market correction or early signs of a recession as economic data shifts. Actual economic or market events may turn out differently than anticipated. Stay tuned for next week.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

JANUARY 31, 2024

She runs Sahm Consulting. For more info, see: Sahm Consulting Stay-at-Home (SAHM) Macro! As it turns out, there are ways investors can tell if an economic contraction is really coming. Claudia Sahm : A recession is a broad-based contraction in economic activity. There still has been no recession.

Economy 298

Economy Economics Consulting Marketing 298

Cornerstone Financial Advisory

NOVEMBER 25, 2024

7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. Please consult your financial professional for additional information. New Home Sales. FOMC Minutes. Durable Goods.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

MARCH 24, 2025

Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. 4.50% (as expected).

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

AUGUST 7, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Large Decline in June Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 1.6% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in July from June. from a year ago. year over year.

Consulting 130

Consulting Retail Sales Economics 130

Nerd's Eye View

MARCH 13, 2023

In practice, support services from advisor platforms might include a wide range of consulting services – from compliance to an advanced planning team, operations to technology – that advisors could engage for a fee as needed.

Compliance 245

Compliance Portfolio Management Planning Financial Advisor 245

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Please consult your financial professional for additional information. Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Calculated Risk

MAY 5, 2023

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Sizable Decline in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 3.0% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in April from March. from a year ago.

Consulting 113

Consulting Economics Sales Management 113

Abnormal Returns

AUGUST 15, 2022

kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. Podcasts Michael Kitces talks with Anna N’Jie-Konte who is the founder of Dare to Dream Financial Planning about leveraging her reach.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

NOVEMBER 11, 2024

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Zoe Financial

FEBRUARY 3, 2025

Economic Update: Q4 Real GDP: Grew 2.3% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. expectation.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. Please consult your financial professional for additional information. Tuesday: Durable Goods. New Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Tobias Financial

MARCH 11, 2025

In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. Professional advisors should be consulted before implementing any of the options presented. Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Stock Market Update: S&P 500 : Down 1.7% for the year.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36 Factory Orders.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

OCTOBER 23, 2024

Deloitte has released a promising forecast for India’s economic growth. Therefore, these factors work together to drive economic progress. Recovery of Rural Demand Rural areas show particularly strong economic recovery signs. Plus, domestic consumption keeps driving economic expansion. percent for FY 2024-2025.

Economy 116

Economy Manufacturing Economics Investing 116

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

JANUARY 20, 2025

Economic Update: Core CPI: Dropped to 3.2% Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Economics 52

Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. He highlighted the importance of staying invested through economic cycles rather than attempting to predict short-term movements.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 52