Posts filed under “Asset Allocation”

Topics for the RWM Client Conference Call

On June 30th, our investment firm will be holding its Q2 client conference call. Because we’ve got a clientele that spans the entire country, we’ve found that holding a call during which we address important topics and take questions from our investors is a really effective way to communicate.

In the weeks leading up to these calls, our Certified Financial Planners field questions from clients for CIO Barry Ritholtz to address. Additionally, we put together a framework for the discussion that includes the things we feel are important right now – from macroeconomic conditions to portfolio construction. These events are for clients only, although occasionally some of the research we generate internally makes its way onto our blogs.

Next week, our discussion will roughly follow an arc from the improving real estate and employment data, to the slight rise in bond yields to the ways in which our portfolios are prepared. Director of research Michael Batnick has been doing a lot of work internally on the historical offsets between stocks and bonds in a portfolio as well as a look at the effect of rising rates on the investing landscape.

The goal is to conclude each call with a more educated and informed client base. We want the people who’ve hired us to safeguard their financial futures to come away with a strong sense of where we stand on the issues of the day. We always leave the door open for one-on-one discussions if there are any lingering questions – although Barry rarely leaves much unsaid, as you can probably imagine

Helping people understand the driving forces behind what’s happening within their portfolios is an under-appreciated aspect of modern wealth management. If we can help you in any way or you just want to learn more about how we work with clients,feel free to get in touch.

If you’re an advisor looking to take your practice to the next level, talk to us now.

Category: Asset Allocation, Investing

The Big Disconnect Between Investing and Human Behavior

    My Sunday Washington Post Business Section column is out. This morning, we look at the work of Richard Thaler, the father of Behavioral Economics. His findings are very applicable to investors. The print version had the full headline You’re only human: How it hurts your investments; online its You’re only human: An economist explains how…Read More

Category: Asset Allocation, Cognitive Foibles, Investing

Home State Investing Bias May Be Skewing Your Portfolio

Most investors are (or at least should be) familiar with the concept of “Home Country Bias” — the natural tendency to be more familiar and comfortable with public companies in your home country. Investors everywhere consistently display this trait, which is in direct conflict with the basic principles of international diversification. A 2014 report by Vanguard found…Read More

Category: Asset Allocation, Cognitive Foibles, Investing, Psychology

Time for a Fire Drill

Your portfolio may be basking in the sun, but, as always, winter is coming Barry Ritholtz Washington Post, June 7, 2015         “The time to repair the roof is when the sun is shining.” — John F. Kennedy   Markets across the country have hit new all-time highs. The Nasdaq composite index,…Read More

Category: Apprenticed Investor, Asset Allocation, Contrary Indicators, Investing

Markets Are Up, So Prepare For the Next Storm

    My Sunday Washington Post Business Section column is out. This morning, we look at what you can do — right now — to get yourself prepared for stormy weather in the markets. The print version had the full headline The sun is shining on portfolios, but winter is coming, while the online version was Your portfolio may…Read More

Category: Apprenticed Investor, Asset Allocation, Contrary Indicators, Investing

RIA’s Ranked by Total AUM

Click for the 50 page list. Source: Investment News

Category: Asset Allocation, Investing

A Secret Wall Street Brainwashing Machine is Wholly Unnecessary

Every now and again, I disagree with an article written by someone I like and respect. On occasion, an author will crank out a column that makes me angry. And on rare occasions, I will read something where I disagree with just about every sentence. Today is one of those total disagreement days. Marketwatch columnist Paul Farrell…Read More

Category: Asset Allocation, Cognitive Foibles, ETFs, Investing, Psychology, Really, really bad calls

Economy: Hot Enough for Stocks, Cool Enough for Bonds?

My hit today with Pimm Foxx and Betty Liu: Source: Bloomberg May 15, 2015, 12:30 PM EDT

Category: Asset Allocation, Fixed Income/Interest Rates, Media

10 Things About Living Longer in Retirement

Source: BlackRock

Category: Asset Allocation, Digital Media, Investing

RWM Coming to San Francisco and Silicon Valley in May!

The week of May 4-8th, we will be in San Francisco and Silicon Valley meeting with clients, presenting to a few tech firms, and generally enjoying the Bay area. To those of you who may be familiar with our investing philosophy but want to learn how we actually manage assets, please contact us. This visit presents an opportunity to have a…Read More

Category: Asset Allocation, Investing