Carson Wealth

JULY 21, 2025

Or there was one final new high in 2007, right before another 50% haircut. In other words, new highs happen a lot and being scared of new highs isn’t going to benefit your portfolio. For every peak in 2000 or 2007, there are literally hundreds of other new highs that weren’t a major peak. That is a new higher every three weeks!

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Marketing Marketing Food Transportation 72

Carson Wealth

MAY 19, 2025

The 30-year Treasury yield surged to 4.97%, inching close to the peak level of 5.11% we saw back in October 2023 (which was the highest since 2007). But from the perspective of portfolio construction, the above two questions (and their answers) matter a lot for what can potentially provide diversification. before pulling back to 4.45%.

Marketing 52

Marketing Marketing Taxes Economy 52

Carson Wealth

APRIL 28, 2025

Also, household and corporate balance sheets are in reasonable shape and not as leveraged as they were in 2007. It just means portfolios may have to be more robustly diversified than they were in the past. That in and of itself is a big reversal from how we positioned portfolios over the last couple of years.

Marketing 78

Marketing Marketing Economy Manufacturing 78

The Better Letter

MARCH 18, 2025

Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Rumor had it that this was part of a quiet agreement between regulators and internal compliance officials, who were understandably concerned about what had gone on. It applies to your personal portfolio, too.

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Numbers Marketing Marketing Medicine 76

Carson Wealth

SEPTEMBER 16, 2024

Except for 1989, the 0.50%-point cuts all coincided with recessions – 1990, 2001, 2007, and 2020 – and stocks were hit over the next 3-6 months. A diversified portfolio does not assure a profit or protect against loss in a declining market. Below we put together a chart showing what stocks did after historical rate cut cycles began.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

SEPTEMBER 23, 2024

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. First things first, why are they cutting? on average.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. A diversified portfolio does not assure a profit or protect against loss in a declining market. They are perfectly normal. In general, these records have not been warning signs.

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Marketing Marketing Economy Portfolio 97

Carson Wealth

MARCH 11, 2024

The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

SEPTEMBER 25, 2023

Ten-year nominal yields are close to 4.50%, which is the highest they’ve been since 2007. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01912398_092523_C The post Market Commentary: Weak Markets in September Are Not Unusual appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Government 96

Random Roger's Retirement Planning

APRIL 8, 2023

Years ago, maybe 2007, I said no to being a partner at my firm. My blogging evolved a lot over the last 12 months into a lot more of what I would call portfolio theory with the capital efficiency and return stacking stuff. The work episode helped me better understand how much value I place on simplicity. The reasoning was very simple.

Insurance 98

Insurance Compliance Engineering Planning 98

Carson Wealth

NOVEMBER 13, 2023

It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01979041_111323_C The post Market Commentary: Fundamentals May Be Aligned for Solid Stock Gains in 2024 appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Startup 96

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people.

Valuation 130

Valuation Assets Investments Investing 130

Carson Wealth

SEPTEMBER 9, 2024

from 2005-2007. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02400621_090924_C The post Market Commentary: Slow Start to Historically Worst Month of the Year appeared first on Carson Wealth. That’s historically low. For perspective, it was running around 1.2-1.3%

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

MARCH 20, 2023

Lastly, the Financial Select Sector SPDR ETF remains above the 2007 peak. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01697852 The post Market Commentary: The Latest on the Banking Crisis appeared first on Carson Wealth.

Banking 52

Banking Marketing Marketing Startup 52

Carson Wealth

JUNE 12, 2023

We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

MARCH 27, 2023

This is the ninth straight rate increase and brings rates to their highest level since 2007. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01705649 The post Market Commentary: Stocks Are Quite Resilient appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

MAY 22, 2023

We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009. A diversified portfolio does not assure a profit or protect against loss in a declining market. The mildest decline was in 2000, when starts declined “only” 17%.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. This is the summer of 2007.

Management 130

Management Investments Investing Government 130

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So we have our MAS team, our Multi-Asset Solutions team, who are really providing more of the overall portfolio advice. Capital rules were changing.

Assets 293

Assets Clients Investments Investing 293

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? Individual investors, for the most part, have not yet determined that real estate is something they want to need to leave as core to their portfolio in and out of cycles. RITHOLTZ: 16 percent annually, net of fee? RITHOLTZ: Right.

Assets 157

Assets Investments Investing Portfolio 157

Carson Wealth

SEPTEMBER 3, 2024

Yes, stocks hit new highs right before COVID and in early 2007, but the great majority of the other times over the past generation new highs have meant an economy that was growing, not an economy in a recession. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 142

Marketing Marketing Taxes Economy 142

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up.

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Portfolio Management Assets Marketing 144