Abnormal Returns

AUGUST 4, 2023

abnormalreturns.com) Make a plan for your stuff, before someone else has to. (ft.com) Earlier on Abnormal Returns Podcast links: having better conversations. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: the case for optimism. Then check out our weekly e-mail newsletter.

Economics 246

Economics Financial Advising Healthcare Economy 246

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. Bad Numbers : 4. Index (mostly).

Investing 317

Investing Investments Math Media 317

Wealth Management

OCTOBER 18, 2022

The city of Chicago owns some 10,000 vacant lots, with a large concentration in economically-challenged neighborhoods that have experienced decades of underinvestment. Selling them could help reduce overall crime. It could also boost affordable housing development.

Sales 299

Sales Planning Economics 299

MainStreet Financial Planning

MARCH 12, 2025

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

Economics 56

Economics Asset Allocation Financial Planning Taxes 56

Wealth Management

OCTOBER 2, 2024

Election season, economic instability and inflation, artificial intelligence and succession planning top the list.

Economics 300

Economics Planning 300

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.

Economics 246

Economics Marketing Marketing Economy 246

Calculated Risk

AUGUST 8, 2024

Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. This is likely driving owners and developers to remain optimistic about 2025 market conditions and pushing more projects into the planning queue.” Commercial construction is typically a lagging economic indicator. in July to 216.3

Healthcare 331

Healthcare Planning Retail Economics 331

Calculated Risk

DECEMBER 9, 2022

Commercial planning experienced a healthy increase in hotel and data center projects and modest growth in stores and office projects. On a year-over-year basis, the DMI was 25% higher than in November 2021, the commercial component was up 28%, and institutional planning was 21% higher. emphasis added Click on graph for larger image.

Healthcare 358

Healthcare Education Planning Government 358

Calculated Risk

APRIL 8, 2024

Over the month, commercial planning fell 3.2% and institutional planning dropped 17.2%. “In In 2023, commercial planning decreased while institutional planning notably improved, sitting 29% above year-ago levels in February 2024. Commercial construction is typically a lagging economic indicator. in March to 164.0

Education 305

Education Planning Accounting Economics 305

Calculated Risk

NOVEMBER 18, 2024

According to MBA’s estimate, 235,000 homeowners are in forbearance plans. Notwithstanding the storms, some borrowers may be experiencing other economic distress. emphasis added At the end of October, there were about 235,000 homeowners in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.4

Portfolio 147

Portfolio Planning Numbers Economics 147

Calculated Risk

SEPTEMBER 10, 2024

Over the month, commercial planning expanded 1.9% and institutional planning improved 5.7%. Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in August to 220.4

Healthcare 300

Healthcare Planning Retail Economics 300

Calculated Risk

MARCH 7, 2023

Owners and developers tend to put projects into planning until well after economic conditions weaken. Therefore, the anticipated mild economic growth in 2023 could cause the DMI to moderate over the year, but it is unlikely to fall below historical norms.” Martin notes, commercial construction is a lagging economic indicator.

Healthcare 276

Healthcare Economics Planning Education 276

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. economic surprise index is soaring. (thisisthetop.substack.com) Reinvestment risk is real. peterlazaroff.com) Finance Distressed debt investors have more inventory coming down the pike. coindesk.com) Oddity Tech ($ODD) priced above the range.

Planning 188

Planning Food Financial Advising Startup 188

Calculated Risk

MAY 3, 2023

FOMC Statement: Economic activity expanded at a modest pace in the first quarter. Tighter credit conditions for households and businesses are likely to weigh on economic activity, hiring, and inflation. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Inflation remains elevated.

Economics 324

Economics Accounting Banking Planning 324

Calculated Risk

MAY 9, 2023

From Dodge Data Analytics: Dodge Momentum Index Declines In April After Pullback In Commercial Planning The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 5.1% On par with our expectations, the Dodge Momentum Index continued to recede in April, due to declining economic conditions and ongoing banking uncertainty.”

Healthcare 259

Healthcare Economics Planning Education 259

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

NOVEMBER 8, 2022

Commercial planning was bolstered by a solid increase in office and hotel projects. The institutional component was varied, experiencing growth in recreational and education projects, countered by a decline in the number of healthcare and public planning projects. emphasis added Click on graph for larger image.

Healthcare 313

Healthcare Education Planning Numbers 313

Calculated Risk

SEPTEMBER 11, 2023

“Overall activity remains above historical norms, but weaker market fundamentals continue to undermine planning growth,” said Sarah Martin, associate director of forecasting for Dodge Construction Network. Also, planning in the sector continues to revert from the strong spike in activity back in May.

Healthcare 304

Healthcare Planning Education Economics 304

Wealth Management

MARCH 7, 2023

Economic concerns or not, holistic financial planning isn’t possible without having a full picture of your client base and the presence of diverse advisors who reflect them.

Financial Planning 264

Financial Planning Economics Clients Planning 264

Calculated Risk

MAY 8, 2024

Over the month, commercial planning improved 12.6% and institutional planning dropped 6.3%. The Dodge Momentum Index (DMI) saw positive progress in April, alongside a deluge of data center projects that entered the planning stage ,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 267

Healthcare Planning Education Economics 267

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

The Big Picture

NOVEMBER 15, 2023

Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) Manage all of the above toward your financial goals and plan. If it works out great if it goes to $0, oh, well it’s only a few percent and doesn’t affect your financial plan or your standard of living.

Investing 344

Investing Investments Portfolio Economics 344

Abnormal Returns

NOVEMBER 26, 2023

(papers.ssrn.com) An aging workforce need not reduce economic growth. politico.com) How a plan to reform title insurance got sidetracked. theatlantic.com) The economic schedule for the coming week. marginalrevolution.com) A review of 'Plunder: Private Equity’s Plan to Pillage America' by Brendan Ballou.

Financial Advising 281

Financial Advising Economics Insurance Media 281

Calculated Risk

APRIL 10, 2023

We are predicting the Dodge Momentum Index to work its way back to historical norms throughout 2023, concurrent with weaker economic conditions,” stated Sarah Martin, associate director of forecasting for Dodge Construction Network. Martin previously noted, commercial construction is a lagging economic indicator.

Healthcare 257

Healthcare Banking Education Planning 257

Wealth Management

AUGUST 16, 2022

Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.

Retirement 246

Retirement Economics Planning 246

Wealth Management

AUGUST 16, 2022

Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.

Retirement 245

Retirement Economics Planning 245

Abnormal Returns

JUNE 9, 2024

wsj.com) Investing in ports has positive spillover economic effects. wsj.com) A plan to invest and accelerate agricultural productivity. wsj.com) The economic schedule for the coming week. (nytimes.com) Russia's population has been shrinking for decades. wsj.com) Policy What happens if the 2017 tax cuts lapse.

Financial Advising 278

Financial Advising Budgeting Economics Media 278

Calculated Risk

JANUARY 9, 2023

“While some of that will likely erode in 2023 as economic growth wanes, increased demand for some building types like data centers, labs, and healthcare buildings will provide a solid floor for the construction sector.” Commercial planning in December was supported by broad-based increases across office, warehouse, retail and hotel planning.

Healthcare 264

Healthcare Education Retail Planning 264

Abnormal Returns

APRIL 8, 2024

production plans. marketwatch.com) How India could help drive global economic growth. (radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S. arstechnica.com) The path to a new and improved Paramount Global ($PARA) is complex. on.ft.com) European companies are coming around to stock buybacks.

Financial Advising 278

Financial Advising Economy Manufacturing Media 278

Abnormal Returns

APRIL 30, 2024

cnbc.com) How Lilly plans to ramp production by 50% in 2024. disciplinefunds.com) The economic tables have turned as Greece, Spain and Portugal outperform. (retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs. biopharmadive.com) CEOs Corporate execs get a good deal when they fly on their corporate jets.

Financial Advising 289

Financial Advising Communication Media Economy 289

Calculated Risk

NOVEMBER 2, 2022

Russia's war against Ukraine is causing tremendous human and economic hardship. The war and related events are creating additional upward pressure on inflation and are weighing on global economic activity. The Committee is highly attentive to inflation risks.

Economics 264

Economics Food Accounting Planning 264

Abnormal Returns

JULY 10, 2023

mebfaber.com) Ashby Daniels talks with Hannah Moore about "doing" financial planning. wiredplanning.com) Laurence Kotklikoff talks with David Blanchett about problems with conventional financial planning tools. wealthmanagement.com) Laurence Kotlikoff on the gulf between conventional and economics-based financial planning.

Compliance 244

Compliance Recruitment Financial Planning Wealth Advisor 244

Carson Wealth

OCTOBER 31, 2024

There are currently more than 53 million unpaid family caregivers in the US, providing an economic value of more than $470 billion. Without a long-term care plan in place, you rely on luck or charity. Or it could require more advanced planning, which includes establishing funding mechanisms for the possibility of needed care.

Planning 142

Planning Insurance Retirement Medical 142

Abnormal Returns

SEPTEMBER 30, 2024

(sherwood.news) China's stock market is on board with economic stimulus. apolloacademy.com) OpenAI SoftBank is planning to invest $500 million in OpenAI. axios.com) The China stock market rally has gotten U.S. ETF investor attention. sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon.

Financial Advising 264

Financial Advising Financial Advice Economy Media 264

Abnormal Returns

DECEMBER 23, 2024

on.ft.com) Private credit is planning to take bigger chunk of the overall credit markets. fa-mag.com) Economy Ten economic questions for 2024 including 'What will happen with house prices in 2025?' (herbgreenberg.com) Private credit Why Blackrock ($BLK) is spending $12 billion to buy private credit manager HPS.

Advertising 147

Advertising Media Banking Accounting 147

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. bonddad.blogspot.com) Economic growth is running around 2%.

Financial Advising 264

Financial Advising Startup Media Economy 264

Nerd's Eye View

AUGUST 19, 2024

Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner.

Planning 130

Planning Risk Tolerance Clients Valuation 130