Posts filed under “Asset Allocation”

Meet with Ben and Josh in Arizona in December!

global etf



My colleagues Ben Carlson and Josh Brown will both be speaking at the IMN Global Indexing and ETF Conference at the Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch from December 6-8, 2015.

We will be meeting with clients and prospective clients in area who want to learn about our approach to investing, and how we can help them with their financial planning.If you’re an investor in the Scottsdale area and want to spend some time chatting with us, we’d love to meet with you.Send us an email to info -at- RitholtzWealth -dot- com, with the subject “Scottsdale” or call 212-455-9122 and ask for Erika.See you there!

Category: Asset Allocation, Investing

Ben Carlson Discusses Correction on CNBC

Ben Carlson, author of “A Wealth of Common Sense,” discusses keeping your cool during this correction.

Author Carlson: Keep cool during correction

Category: Asset Allocation, Investing, Video

RWM Announces Institutional Asset Management

Two years ago, we launched RWM. Our mission was to provide high quality wealth planning and asset management to our clients, be a force for teaching the public the right way to invest, and point out the shortcomings of our industry. The cost structure, the excess activity, the reliance on complexity and a misleading sales…Read More

Category: Asset Allocation, Hedge Funds, Mutual Funds

A Word About Our New Fee Reduction Program

This week we had a few milestones: On Tuesday, we celebrated the two year anniversary of RWM, which launched on September 16, 2013. Second, we announced a new program that will help lower fees for our clients. Costs are something we are very conscious about. We are always looking for ways to keep fees as low as we can,…Read More

Category: Apprenticed Investor, Asset Allocation, Investing, Psychology

Questions for California Teachers to Ask CALSTRS

From the “Here We Go Again” files: Yet another big pension fund has decided, despite the overwhelming evidence to the contrary, to engage in higher-risk, higher-cost investing. One day, this might end well, but history is replete with an almost-unbroken string of examples where it hasn’t. You might have missed the Wall Street Journal article during the…Read More

Category: Asset Allocation, Hedge Funds, Pension Funds, Really, really bad calls

Returns Per Asset Class 2015 YTD

Nice chart via Deutsche Bank:   Source: Deutsche Bank

Category: Asset Allocation, Digital Media, Investing

Five things you can do to get your financial house in order

A rollicking week in the markets is really a chance to clean up your act Barry Ritholtz Washington Post,  August 28 2015       Don’t say you weren’t warned. A few months ago, with markets on a hot streak, you were given the Solomonic heads-up that “this, too, shall pass.” Your portfolio was basking in the…Read More

Category: Apprenticed Investor, Asset Allocation, Index/ETFs, Investing

Are You a Trader or an Investor?

At the risk of overstating the obvious, there are important differences between traders and investors. Their timelines differ, as do their goals, preferred assets and methods. Yet some of what I have been hearing from members of each group suggests they themselves can sometimes become confused about these dissimilarities. Blame the recent market volatility for…Read More

Category: Asset Allocation, Investing, Psychology, Really, really bad calls, Trading

Investors: Another Chance to Clean Up Your Acts

      My Sunday Washington Post Business Section column is out. This morning, we follow up a June column that advised taking advantage of markets at all time highs to clean up your portfolios. This time out, we look at the market turmoil as a reminder, and the snapback rally as an opportunity. The print version…Read More

Category: Apprenticed Investor, Asset Allocation, Investing, Really, really bad calls, Trading

Alpha & Beta: Two Competing Investment Philosophies

The best investment strategy for you? It’s the one you’re likely to stick with. Barry Ritholtz WaPo, August 16, 2015   “Where’s the Dow going to be in a year?” That’s often asked of financial TV guests. From their responses, you’ll detect two distinct investment philosophies emerge. Which answer resonates with you most strongly probably…Read More

Category: Asset Allocation, Investing, Philosophy