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).
Services
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.
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.
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.
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.
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.
Reviews (9)
Rose Rose
Jan 03, 2022
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Trading with a trusted account manager is what can make your dreams come through. For me Emily Alison has the best trading strategies to win. I never believed on any post recommending online trading until I gave a try and the outcome was great for me. Making $10,500 out of $1000 was a whole lot of profit for me. Thank me later she is a nice and calm trader i never thought online trade could be so helpful you can contact her via; Email:emilyalison691@gmail.com Whatsapp: +4343732110
Rifkatu Barka
Nov 23, 2021
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Being thankful not only shows good manners, but a simple expression of thankfulness can go a long way in relationships and communication with others. It not only enhances our own lives, but makes other people feel appreciated,I just withdraw my profit of $6,548 from my account thanks a lot MRS ARIELLA CRYPTO I now have full trust on you now,, I started with $650 you can also give a try to MRS ARIELLA CRYPTO fx is real..You can reach her now on email or WhatsApp :+1(413)423-2035 Email : ariellacrypto75@gmail.com
Queen Tikky & Fans
Nov 23, 2021
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I feel very safe again to invest my Bitcoin for, I have found a platform that i can trust for the first time in a while. Severally trading with fake platform, I feel so happy and felt i must recommend and share my success story with Mr Kevin McCarthycrypto the best account manager. As I earn at the comfort of my home of $7,500 at the period of… 7days of Mining and trading in my wallet. investing crypto/forex and Bitcoin and these platform has really changed my family status, I truly recommend her to trade for each and every one who have plan to invest in their self and future too, to earn
Oluwah Nifemie
Nov 16, 2021
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Excellent service from Mrs Brenda William, Brenda dealt with everything for my bitcoin Investment and ensured all my withdrawal were quick and efficient. Would highly recommend Brenda William to everyone who is having difficulty trading or have been scammed before like myself. contact her now through this. Email:brendawilliam784@gmail.com WhatsApp: +1 (805) 491-5639
Muhammad Auwal
Nov 05, 2021
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Amazing trading platform, Easy to use and quick withdrawal. I have been using this platform together with the most recommended forex strategy on the internet from Mrs Magdalene James and so far i have no complains, Making close to $7000-$15000 on a weekly basis. She is really great, best in her field and unique among others. i am thankful and want you all to partake from her good works. Contact her: Email: Magdalenejames54@gmail.com WhatsApp: +1(318)793-8167
&
Oct 29, 2021
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I had the best experience working with Kathrine Lucas ! She started managing my account with my first deposit of $1000 and made over $12,000 in less than 2 weeks ! Thank you for making the process stress free! Highly recommend Kathrine Lucas to anyone regarding their account managing needs! Contact her WhatsApp:+12523688769 or Email:kathrinelucas170@gmail.com
Mary Irene Gona
Oct 29, 2021
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This is my third time, trading with the wrong person on a wrong platform, until I found out of Mrs Lucas , she gave me the best binary trading signal ever' I could imagined, she's reliable and trusted too' I invested only $ 600 to earn. $4'500 in less 7 working day's Email:kathrinelucas170@gmail.com WhatsApp number:+12523688769 , Any interested persons should contact the given address giving already,
Niyi Dolly
Oct 24, 2021
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Good works deserves good recommendation, I appreciate the effort of Mrs Peggy Abbott for helping me managed my trading account. Profits are been made weekly as she promised, i invested $1000 and now making $9,200 weekly, All thanks to her, Send her a DM and thank me later Email: Peggyabbott239@gmail.com WhatsApp +1(475) 295-1383....
Animasahun Selim Federa
Oct 16, 2021
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Investing and getting positive returns is all I ever wanted and am glad I found it. Thanks Mrs Peggy Abbott for your great skills of mining and trading in my account, very diligent in her work. All I did was invest $5,000 and within 7days she made $42,600 profit for me. Contact Mrs Peggy Abbott via Email: Peggyabbott239@gmail.com WhatsApp +1(475) 295-1383
