Carson Wealth

JUNE 9, 2025

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. By itself, that’s still pretty good and higher than anything we saw from 2001-2019, but the question is whether it sticks around here. Any bets on when it breaks 100k?

Economics 69

Economics Marketing Marketing Economy 69

The Irrelevant Investor

FEBRUARY 8, 2016

Furthermore, the last few times stocks were 10% lower one year after making a 52-week closing low were 1973, 1974, 2000, 2001, 2008. Because of the permanent uncertainty in markets, it's so important to have an investment plan in place.

Investment Planning 52

Investment Planning Banking Planning Marketing 52

Carson Wealth

MARCH 11, 2024

Yet, longer-term investors have once again been rewarded for sticking to their investment plans. to 80.7%, which is higher than at any point between July 2001 and February 2020. Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years.

Marketing 97

Marketing Marketing Economy Retirement 97

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.,

Clients 52

Clients Portfolio Distribution Communication 52

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.,

Clients 52

Clients Portfolio Distribution Communication 52

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 (..)

Investments 52

Investments Investing Asset Allocation Investment Planning 52