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 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.


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