Remove 2008 Remove Compliance Remove Investment Planning
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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

Other years that saw big returns after down days were 2003, 2008, 2009, 2020, and of course now. Yes, 2008 was a horrible year for stocks, but those other three years all were solid years after hiccups in the first quarter. Since 1980, only 2020 would be better than 2025 so far. Any bets on when it breaks 100k?

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

So any compliance people listening, I’m just spitballing here. In 2008, we didn’t have Uber, right? That’s Barry saying it. That’s not Mike. The problem is how do you get into hold those securities and how do you get out when the time comes to sell them? It’s important to recognize that.

Assets 173
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC.

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Market Commentary: Stocks Have a Very Merry Month of May

Carson Wealth

Congrats to everyone who stuck with their investment plan and didnt panic sell in April. Investing isnt meant to be easy and times like that are extremely trying for everyone, but weve weathered many rough storms before and this time wasnt any different. Yep, 2008 and a total market crash. The one time it didnt work?