Whether you are an employer or an employee, we can help make your 401(k) or 403(b) retirement plan simpler, cheaper, and easier to manage. We can design a portfolio that aligns with your personal values without sacrificing long-term performance. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.
He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's "Masters in Business" radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009).
He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's "Masters in Business" radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009).
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Who We Are
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We believe simple beats complex. Holding illiquid securities with stale pricing, leverage, high fees, and black box strategies invites outside risks into an investment plan. Complex problems such as the financial markets don't require complex solutions to survive. Portfolio complexity can lead to unintended consequences, so we prefer simplifying the process.
Our Values
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Each portfolio must be designed to meet the specific needs, goals, and initiatives of the individual client or organization and their mission. An evidence-based approach to investing allows us to analyze the present and calculate probabilities from the past while creating durable portfolios that carefully balance risks against potential rewards.
What We Do
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We view financial planning and asset management as two inseparable components of a successful financial life. That is how we help our clients achieve success in all aspects of their finances. The true value of a financial advisor often manifests itself as being "behavioral investment counselors." We are here to help bridge the behavior gap - the difference between returns of an investment versus the returns of the average investor.
Milestone Rewards
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We know that the single biggest determinant of an investor's success will be their own behavior. How do we incentivize the type of behavior that leads to successful outcomes for our clients? Introducing Milestone Rewards, a loyalty program that gives clients an across the board, permanent fee reduction when they reach their third year anniversary with Ritholtz Wealth Management.
Socially Responsible Investing
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We have heard this question from many of our clients. The challenge we keep hearing is in aligning the investors' specific values and preferences with the environmental, social and governance ("ESG") mutual funds or ETFs that are available today. Many investors don't fit a standardized mold and find it difficult to achieve their specific ESG goals within these one-size-fits-all portfolios.
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