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just a thought

Riding the post-election rally sure has been fun, and profitable! But it won’t go on forever. We don’t know when it will end, or from what level, or what the cause will be. A lot of times throughout history there didn’t even need to be a cause. Just one day, out of the blue, the…

ESG Links: Allocating with Purpose

Due to client demand, Ritholtz Wealth Management has created an ESG version of our classic asset allocation models, known as the Portland Portfolio. Research shows that high net worth families are increasingly interested in directing their investable assets toward companies with good records on Environmental, Social and Governance issues. Please enjoy the below reads, curated by our in-house ESG…

Austin! Houston! We’re Coming!

Attention Austin and Houston, Texas: The Ritholtz Wealth Management team is coming to town at the end of March. On hand will be our CIO and Chairman Barry Ritholtz, Kris Venne, director of financial planning and Ben Carlson (A Wealth Of Common Sense), who heads up our institutional asset management business. We’re in town to see…