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Market Commentary: Up and Down Week Leaves the S&P 500 Near Flat

Carson Wealth

In 2011 there was the US debt downgrade, and in 2015 China’s surprise devaluation of its currency. A diversified portfolio does not assure a profit or protect against loss in a declining market. Starting clear back in 1990 when Iraq invaded Kuwait, August seems to be susceptible to large geopolitical or market events taking place.

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Bracketology (2025 Edition)

The Better Letter

Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. However, since 2011, at least one seven seed or lower has made it to the Final Four every year except 2019. It applies to your personal portfolio, too. It was even enforced.

Numbers 75
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Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis

Carson Wealth

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. In fact, the S&P 500 is up more than 900% on a total return basis the past 15 years.

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Market Commentary: S&P 500 Index Hits a New All-Time High

Carson Wealth

While our view on the economy leads us to favor stocks over bonds in 2024, we believe bonds are poised to return to their traditional roles as portfolio stabilizers and sources of diversification. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. The results were discouraging.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. The results were discouraging.

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Market Commentary: U.S. Debt Downgrade Should Have Minimal Impact

Carson Wealth

The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. The first downgrade in 2011 did little to change that, and we don’t expect the second downgrade to either. A diversified portfolio does not assure a profit or protect against loss in a declining market.