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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

The last two highlight the challenges of keeping up with changing markets and technology, as GM declared bankruptcy in 2009 and Kodak in 2012. There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Compliance Case # 7521978.1._011325_C

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Market Commentary: Good Riddance February, Hello March

Carson Wealth

Those other times we saw fear similar to this were times like the recession and near bear market of 1990, October 2008 and March 2009 during the Great Financial Crisis, and the end of the bear market in 2022. A diversified portfolio does not assure a profit or protect against loss in a declining market. Heres the catch.

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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. Other years that saw big returns after down days were 2003, 2008, 2009, 2020, and of course now. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Market Commentary: S&P 500 Makes a New All-Time High, and a Look at Housing

Carson Wealth

That’s one reason why the 2008–2009 recession was as bad as it was—households were much more levered and when unemployment rose and home prices fell, everything crashed. The greater the leverage, the harder the crash (like in 2008-2009). It was 101% at the end of 2019, and 137% just before the financial crisis in 2007.

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Market Commentary: Looking Back on a Near-Bear Market

Carson Wealth

Also note that long bonds, short maturity Treasuries, and gold could have all added a little ballast to a portfolio as well. From a portfolio perspective, the takeaways are that diversification is important, but its not enough to rely on a single source of diversification in a portfolio all the time.

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Transcript: Jonathan Clements

The Big Picture

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. And then on top of that, of course we ran straight into the 2008, 2009 great recession.

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Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Carson Wealth

One of the longest bull markets ever was the 11-year bull market that started in 2009 after the Great Financial Crisis. A diversified portfolio does not assure a profit or protect against loss in a declining market. Well, looking at past bull markets more closely shows similar action to what we’ve seen this year.