The Riskalyze Report: Advisors Raise Cash

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $44 billion and counting that advisors manage on the Riskalyze platform*. I…

Puerto Greek-o

The Greek crisis is like a barber shop – everyone gets to talk all the sh*t they want but at the end of the day, someone’s getting a haircut.

Some stuff you should know about Greece before you lose your s***

Welcome to year five (or year 2600, depending on your chosen starting point) of the Greek financial crisis. Some things worth keeping in mind: 1. Greece invented finance. It was the starting point of currency and “movable” wealth. It was the birthplace of banking, personal loans, securitized lending, real estate loans, credit-based trade, endowment investing, capital…

Investing is Emotional

The S&P 500 is up 167% in the past five years, including dividends.

It could easily be one of the best five-year investing periods you will ever experience.

Topics for the Ritholtz Wealth Management Client Conference Call

On June 30th, my 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…