Posts filed under “Investing”

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 Trouble with Macro

Markets around the world start the week bracing for trouble as Greece spirals further into crisis. Can the country avoid a full-blown default? Will there be a Grexit? Will it stay in the euro zone and keep the single currency? It all looks like an unknowable gamble. Which leads us to this question: How big a challenge is it…Read More

Category: Credit, Hedge Funds, Investing, Really, really bad calls

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

Where Did All the Publicly Traded Listings Go?

Source: NBER, Political Calculations   The U.S. now has half as many publicly listed companies trading on its exchanges as it did at the peak in 1996. As the chart below shows, listed companies reached a high of 7,322. That number today is down almost by half to 3,700 and is more than 1,000 lower than in…Read More

Category: Investing, IPOs, Regulation

The U.S. Listing Gap

More on this shortly . . .



More charts after the jump

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Category: Corporate Management, Investing, Markets

HNWI Populations Statistics

Regarding yesterday’s column on what the very rich are doing, here are some more interesting graphics:     ~~~

Category: Data Analysis, Investing

Where the Wealthy Are Putting Their Money?

The new “World Wealth Report” for 2015 was released last week fromCap Gemini and RBC Wealth Management. The focus is on the population of high net worth individuals, or HNWIs as the report calls them. The report, based on a survey of more than 5,100 wealthy people in 23 major markets, is packed with fascinating data and…Read More

Category: Investing, Psychology

Are Mutual Fund Managers Skilled?

  Jonathan Berk turns the efficient market hypothesis, which popularized the belief that mutual fund managers were “monkey investors” who consistently perform worse than the overall market, on its head to prove that mutual fund managers are in fact highly skilled investors. And he proposes a new way to accurately measure a mutual fund manager’s…Read More

Category: Investing, Mutual Funds, Really, really bad calls

Cures for the Common Financial Web

Wonderful collection of sites from Jimmy Atkinson at Fund Reference: ~~~ Thankfully there are a number of sites dedicated to conveying investment advice that is actually worthwhile. The exceptional sites listed below can serve as resources for those looking to invest wisely and gradually accumulate wealth. Big Picture: Barry Ritholtz remains one of the most insightful and honest…Read More

Category: Financial Press, Investing, Weblogs