Celebrating 12 Years of Ritholtz Wealth Management!!🎈🔥💸
Ritholtz Wealth Management
Financial Services
Helping clients build their financial plans and investment portfolios
About us
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/
- Website
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http://ritholtzwealth.com/
External link for Ritholtz Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York
- Type
- Partnership
- Founded
- 2013
- Specialties
- wealth management, financial planning, tax planning, investing, financial advice, retirement planning, and insurance planning
Locations
Employees at Ritholtz Wealth Management
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Joey Fishman
Investment Advisor Representative at Ritholtz Wealth Management
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Kristopher Venne, CFP®
Managing Partner at Ritholtz Wealth Management
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Dina Isola
Advisor specializing in 403b plans
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Daniel LaRosa, QPFC, AIF®
Advisor & Director, Corporate Retirement Planning at Ritholtz Wealth Management
Updates
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Ben’s Spending Rules "Personal finance experts are great at offering ways to save, compound, pay off debt, and behave better when it comes to your money. They are NOT helpful when it comes to spending your money." https://buff.ly/vEBRY15 by Ben Carlson
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Ritholtz Wealth Management reposted this
BTS🐐🎙️ Full ep out now 🎬https://lnkd.in/eKHUU5dN
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Ritholtz Wealth Management reposted this
THE GOAT IS HERE🎙️🐐 10/3 5AM audio 9AM YouTube Joshua Brown Fidelity Investments
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How Do You Invest During a Bubble? "The immense amount of spending on the AI buildout certainly feels like some of history’s prior innovation investment bubbles. The problem is everyone knows when we’re in a crisis, but no one ever really knows when we’re in a bubble." https://buff.ly/wVdfOVx by Ben Carlson
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Why is the Stock Market Up So Much in the 2020s? "Consumers and businesses are spending money. That money is revenue for corporations. After subtracting costs from those sales, you get profits. Those profits are higher now in part because margins are higher." https://buff.ly/o55Jkn2 by Ben Carlson
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The Millionaire’s Dilemma "Whether you get to Level 4 in your 30s, 40s, or 50s isn’t relevant, though. Regardless of when you join the two comma club, the challenge that follows is the same—what will you do now? Money can buy comfort and security, but its greatest power is giving you the freedom to do what you care about most." https://buff.ly/kui3EBD by Nick Maggiulli
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Shutting It Down "A shutdown would be another shock to absorb, and it’s tough to say how well investors will absorb it. I’d feel better about the shock absorption part if the economy were in a better spot, and this catalyst were a little more defined." https://buff.ly/4YIIzjK by Callie Cox
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The Weirdest Bubble Ever "If this truly is a bubble of epic proportions, it’s one of the weirdest ones we’ve ever seen...Just because this feels like some of history’s biggest bubbles doesn’t make it any easier to handicap." https://buff.ly/akJijaB by Ben Carlson
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The Most Important Skill in Finance "Warren Buffett himself once said, “The most important skill in finance is salesmanship.” In many ways, sales and marketing really are everything." https://buff.ly/4AG7vxh by Ben Carlson