Posts filed under “Investing”

Last Few Slots Left: NYC Open House (December 8-12)

We just had a trip to Washington D.C. Coming up in the new year will be visits to Seattle, Austin, and San Francisco, But a number of you suggested New York City as our next place for a meet and greet, and so that is what we decided to do.

We have scheduled the week of December 8th for our open house.

We will be meeting with prospective clients for both RWM and Liftoff, as well as having a meetup or two.

We often talk about markets and the economy, cognitive biases and investor behavior. But to give you a better sense of how we approach our practice, give Josh’s fantastic post on Why We Educate Our Clients a thorough read. It is simply an outstanding explanatory of what we do and why.

For those of you want to learn a bit more about our investing philosophy and approach to working with clients, it is an opportunity see if what we do fits your needs. Its always nice to have an in depth, personal conversation about such things in person.

We are coming up on the end of the year, and now is as good a time of year as any to review where you are, and figure out where you want to be.

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We still have a few slots left for one-on-ones and other events. If you are interested in discussing your personal circumstances, meeting with us, or simply hearing our (fascinating and enlightening) views, give us a shout.

Send email to Info-at-RitholtzWealth-dot-com, with the subject “NYC Open House.”

Or call 212-455-9122 and ask for Erika.

 

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Category: Asset Allocation, Investing

A $325 Million Deal Still Needs a Plan

>   My Sunday Washington Post Business Section column is out. This morning, we look at Giancarlo Stanton’s enormous a 13-year, $325 million contract with the Miami Marlins. The print version had the full headline A $325 million deal still needs a plan, while the online version was Congratulations! You just signed a $325 million deal. Now what?….Read More

Category: Apprenticed Investor, Asset Allocation, Investing

World’s Total AuM = Record $68.7 Trillion

Boston Consulting Group has a new report out concluding that, “The asset management industry has achieved its strongest year of growth since the onset of the financial crisis.” As always, the consulting firm’s annual report on global asset management is a dry, number-laden and utterly fascinating look at the business of overseeing money. Ignore the…Read More

Category: Asset Allocation, Investing

Tony Robbins is a self-help genius. He has sold millions of books that many people believe helped them realize their full potential. He understands the human psyche. As a motivational speaker, he knows what a person must do to overcome everyday struggles to “self-actualize,” and awaken the giant within. People love his seminars (although I…Read More

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

Stocks Headed Higher

Stocks Headed Higher David R. Kotok November 17, 2014     We open this commentary with a link to the October 31 policy statement of the Government Pension Investment Fund of Japan. Any serious investor who has not read it is invited to go to this link right now. Simply put, one of the G4…Read More

Category: Investing, Markets, Think Tank

MiB Suggested Guests for 2015: A List

On Saturday, I asked for your suggestions for potential guests for Masters in Business here, and on Twitter as well. Here is what you suggested: Blog reader suggestions: Sam Zell, Scott Simon, Jean Marie Evaillard Tim Cook of Apple Co seems an obvious call and, although I hear he’s not particularly publicity hungry Craig Jelinek…Read More

Category: Investing, Podcast

Significance of secular market should not be underestimated Barry Ritholtz November 9 2015     People who work in specialized fields seem to have their own language. Practitioners develop a shorthand to communicate among themselves. The jargon can almost sound like a foreign language. Finance is filled with colorful phrases such as “Spoos,” “Vol,” “Monte…Read More

Category: Apprenticed Investor, Cycles, Investing

The Beta In Your Life

Source: Artivest

Category: Investing, Psychology

The Richest Family Offices

Category: Investing, Think Tank

RWM: Open House in NYC, December 8-12

A few weeks back I asked readers “What city next?” for our regular visits with clients. A surprising number of you suggested New York City. I thought that was a fantastic idea. We have scheduled the week of December 8th for our open house. If you are interested in learning more about what we do,…Read More

Category: Asset Allocation, Investing