2001 Assets Investment Planning 
Carson Wealth
JUNE 9, 2025
The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans.
Brown Advisory
SEPTEMBER 12, 2016
The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. CalPERS is the largest defined-benefit pension plan in the U.S.,
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Brown Advisory
SEPTEMBER 12, 2016
The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. CalPERS is the largest defined-benefit pension plan in the U.S.,
The Irrelevant Investor
OCTOBER 20, 2015
Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)
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