Posts filed under “Investing”

Last Slot Left for Seattle

Wow, that was quick!

We have one or two slots left to meet with folks in Seattle during the week of January 20th (I am coming into town to interview Howard Marks at the CFA dinner).

For those of you who are familiar with my investing philosophy, this is an opportunity for a more in depth and personal conversation with myself and members of my team. If you are interested in meeting with us to discuss your own personal financial planning, give us an email or call.

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

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





Category: Asset Allocation, Investing

Bill Gross Defends His Record

Last year was a time of change and controversy for Bill Gross: His unplanned exit from Pacific Investment Management Co. in September, a whisper campaign before the palace coup, a new job at Janus Capital. Amid all this, Gross is most upset about one thing: Despite 40 years at the top of the fixed-income world,…Read More

Category: Fixed Income/Interest Rates, Investing, Mutual Funds

Coming to Seattle !

  The week of January 20th, I will be in Seattle to interview Howard Marks at the CFA dinner. I will also be visiting a few clients and prospective clients in the area as well. Many of you are familiar with my investing philosophy, but this is an opportunity to have a more in depth and personal…Read More

Category: Asset Allocation, Investing

Seattle CFA Annual Dinner 2015

Later this month, on January 22, I will be interviewing OakTree Capital’s Howard Marks — a mini Live and in person MiB — at the Seattle CFA Society’s annual dinner:

click for more details
seattle cfa 2015

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Category: Investing, Podcast

14 Meaningless Stock Market Phrases

Great list from Henry Blodget of Business Insider 14 Meaningless Phrases That Will Make You Sound Like A Stock-Market Wizard “The easy money has been made.” “I’m cautiously optimistic.” “It’s a stockpicker’s market.” “It’s not a stock market. It’s a market of stocks.” “We’re constructive on the market.” “Stocks are down on ‘profit taking.’” “The…Read More

Category: Investing, Really, really bad calls

What is an Online Financial Advisor?

I thought this infographic was inforamtive. We launched our own online advisor last year called Liftoff:   Source: Paladin Research & Registry

Category: Asset Allocation, Digital Media, ETFs, Investing, Technology

Josh Brown: Investment Fads and Themes, 1996-2014

Another year in the books and I’ve updated my Investing Fads and Themes by Year guide accordingly. It begins with 1996 because that was my first summer working on The Street and my earliest exposure to the market. I do this every December because I agree with the eminent philosopher Bob Marley in that “If you know your history,…Read More

Category: Investing, Psychology, Really, really bad calls

Oil, Europe, good and bad & Spain

Oil, Europe, good and bad & Spain David R. Kotok December 29, 2014     Less than two months ago, Oxford Economics modeled sensitivity to the oil price by conducting simulations on 47 countries. Their baseline then was an “$84 Brent crude price average in 2015… gradually recovering to $106 in 2019.” Their updated work has tested…Read More

Category: Energy, Investing, Think Tank

The Basic Simple Truths of Investing

For investors, it’s a perfect time to go back to the basics Barry Ritholtz Washington Post, December 21, 2014     Look around you: This is the time of year when the pages of newspapers and magazines are filled with predictions and lists and all manner of money-losing nonsense. I have pushed back against much…Read More

Category: Apprenticed Investor, Asset Allocation, Cognitive Foibles, Investing

Art Cashin: 2015 Issues to Watch

I am never a fan of forecasts, but I am interested in an informed discussion from knowledgeable people like Art Cashin who have have a half of a century experience on the NYSE floor:

Category: Current Affairs, Investing, Video