Coming to D.C. October 15-16th


Next month, myself and some staffers will be visiting a few clients and prospective clients in the Washington, D.C. area.

Many of you are familiar with my investing philosophy, but this is an opportunity to have a more in depth and personal conversation.

If you are interested in meeting with us, hearing our views on the markets, or simply having a discussing about your own personal financial planning, give us an email or call.

Send email to Info -at- RitholtzWealth -dot- com, with the subject “DC Trip.”

Or call 212-455-9122 and ask for Erika regarding DC trips.




Category: Asset Allocation, Investing

Charlie Rose: An hour with Tim Cook, CEO of Apple Inc.

Category: Technology, Television, Video

10 Monday PM Reads

My afternoon train reads: • The Nasdaq is poised to top 5,000 within months (MarketWatch) but see also Stock-Market Bears Turn Docile, Predict S&P 500 Gains (WSJ) • How to Throw Away a Fortune: Smart Moves to Neglect and Stupid Ones to Make (WSJ) • Bartiromo one on one with Mohamed El-Erian (USA Today) • The Risk…Read More

Category: Financial Press

A World of Sovereign Risk

Interesting interactive graphic from Blackrock:

Source: BlackRock


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Category: Credit, Data Analysis, Economy, Fixed Income/Interest Rates

Time to End the Embargo of Cuba

U.S. policies toward Cuba are anachronistic and perplexing. The embargo is a Cold War relic that has long ago stopped serving its intended purpose. It was adopted after the now-defunct Soviet Union tried to establish nuclear bases on the island, bringing the two superpowers to the verge of nuclear war. But what purpose does the…Read More

Category: Really, really bad calls, War/Defense

10 Monday AM Reads

It certainly feels like autumn ! We have you covered with our pre-leaf changing morning reads: • Will Apple Pay kill PayPal? (CNN/Money) see also An Apple iBank is only a matter of time (Marketwatch) • The Secrets of Berkshire’s Success: An Interview with Charlie Munger (WSJ) • Crowdsourced Trading: 21 Investors / 21 Rules…Read More

Category: Financial Press

The Reformed Broker Refreshed

Nice update and refresh for Josh’s blog. More than an artistic update, you will discover lots of cool programming features coded in. Click around!

Category: Weblogs

Vanguard: Has Indexing Gotten Too Big?

Category: Index/ETFs, Investing, Think Tank

Presidential Job Creation

Source: The Fix

Category: Economy, Employment, Politics, Taxes and Policy

10 Sunday Reads

Wakey wakey! A few interesting items  to start your Sunday morn: • How ‘Keynes’ Became a Dirty Word (Bloomberg View) • Three Mistakes Investors Keep Making Again and Again (WSJ) see also Expectations of Returns and Expected Returns (NBER) • A How-To Guide to Private Debt (Chief Investment Officer) • The Secrets of Berkshire’s Success:…Read More

Category: Financial Press