Ask The Compound

What Does It Take to Retire at 55?

Wed, 22 Apr 2026 18:14:00 -0000

On episode 219 of Ask The Compound, Ben Carlson, Duncan Hill and Jonathan Novy discuss: helping your kids save money, life insurance, how to retire in 10 years, withdrawing funds to pay for college and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Today’s show is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs

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How Do You Protect Against a Bear Market?

Wed, 15 Apr 2026 18:40:00 -0000

On episode 218 of Ask The Compound, Ben Carlson and Duncan Hill discuss: how to protect against drawdowns in retirement portfolios, why markets move if most investors buy and hold, the current state of the consumer, how advisors should think about diversification and alternatives, personal finance lessons and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at https://public.com/ATC

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Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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Will Social Security Be Around in 2060?

Wed, 08 Apr 2026 19:01:00 -0000

On episode 217 of Ask The Compound, Guest Host Bill Sweet and Duncan Hill are joined by Ritholtz Wealth Director of Tax Services Bill Artzerounian, Ritholtz Wealth Investment Analyst Sean Russo and Data Research Associate and founder of Exhibit A Matt Cerminaro to discuss Trump accounts vs 529 plans, government bonds, social security, moving to NYC in 2026, AI and taxes and more. Submit your Ask The Compound questions to ⁠⁠⁠askthecompoundshow@gmail.com!

This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors

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Which Beaten Down Stocks Are Worth a Closer Look?

Wed, 01 Apr 2026 16:40:00 -0000

On episode 216 of Ask The Compound, Ben Carlson, Duncan Hill discuss opportunities in beaten-down stocks, what happens when Mag 7 stocks get slammed, the issues with a stock market that’s always open, and more. Submit your Ask The Compound questions to ⁠⁠⁠askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at https://public.com/ATC

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Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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How Much Do You Need to Retire?

Wed, 25 Mar 2026 19:20:00 -0000

On episode 215 of Ask The Compound, Ben Carlson, Duncan Hill discuss saving for retirement, what is middle class, why you should own bonds, how should veterans save for retirement during school and more. Submit your Ask The Compound questions to ⁠⁠⁠askthecompoundshow@gmail.com!

This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors

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What’s the Worst Asset Class for the Next 5 Years?

Wed, 18 Mar 2026 19:19:00 -0000

On episode 214 of Ask The Compound, Ben Carlson, Duncan Hill and Nick Maggiulli discuss private markets vs real estate, is a guaranteed return worth it, 401k vs brokerage account, saving for college and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at https://public.com/ATC

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Why Won’t the Stock Market Go Down?

Wed, 11 Mar 2026 16:55:00 -0000

On episode 213 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Barry Ritholtz and Blair duQuesnay to discuss: the current market environment, the importance of the market to the Trump admin, odds of a recession, and more! Submit your Ask The Compound questions to ⁠⁠⁠askthecompoundshow@gmail.com⁠⁠⁠

This episode is sponsored by Betterment for Advisors. Learn more at https://betterment.com/advisors

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Josh Brown and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers

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How Do You Prepare for Market Uncertainty?

Wed, 04 Mar 2026 19:01:00 -0000

On episode 212 of Ask The Compound, Ben Carlson and Bill Sweet discuss managing risk in an uncertain environment, how much is too much Roth, how the BOXX ETF works, 529 accounts for adults and more. Submit your Ask The Compound questions to ⁠⁠askthecompoundshow@gmail.com⁠⁠

This episode is sponsored by Public. Find out more at https://public.com/ATC

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Can You Retire in Your 40s and Live Off the Dividends?

Wed, 25 Feb 2026 19:38:00 -0000

On episode 211 of Ask The Compound, Ben Carlson and Bill Sweet discuss how box spread loans work, taxes vs asset location, small business retirement plan options, how to coast FIRE, living on dividends and more. Submit your Ask The Compound questions to ⁠askthecompoundshow@gmail.com⁠

This episode is sponsored by Betterment Advisor Solutions. Learn more at: https://betterment.com/advisors

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Should You Pay Off Your Mortgage Early or Invest in Stocks?

Wed, 18 Feb 2026 18:55:00 -0000

On episode 210 of Ask The Compound, Ben Carlson discusses buying a house for 5-10 years, paying down your mortgage vs investing, when to pause your DCA, house wealth, investing abroad and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com

This episode is sponsored by Public. Find out more at https://public.com/ATC

👕 Check out The Compound shop: https://idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at http://public.com/disclosures/ga . Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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Is It Time to Buy Software Stocks?

Wed, 11 Feb 2026 20:28:00 -0000

On episode 209 of Ask The Compound, Ben Carlson, Josh Brown and Duncan Hill discuss falling knives, the tech re-rating, the housing market, finance career advice and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs

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How Do You Invest a Lump Sum of Cash In This Market?

Wed, 04 Feb 2026 20:05:00 -0000

On episode 208 of Ask The Compound, Ben Carlson, Bill Sweet and Duncan Hill discuss how much is too much to manage alone, Roth TSPs, Trump accounts, health insurance in retirement, budgeting for retirement and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at https://public.com/ATC

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Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at http://public.com/disclosures/ga . Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms

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Does the 4% Rule Still Work?

Wed, 28 Jan 2026 19:06:00 -0000

On episode 207 of Ask The Compound, Ben Carlson and Duncan Hill discuss the 4% rule, emerging markets, tax-advantaged accounts, diversification, selling a home with a low rate and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors

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How Do You Hedge With Options?

Wed, 21 Jan 2026 19:28:00 -0000

On episode 206 of Ask The Compound, Ben Carlson and Duncan Hill discuss equity hedging strategies and buffered ETFs with Brian Jacobs (PM at Aptus), the outlook for international stocks, the benefits of a stay-at-home spouse, and much more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at https://public.com/ATC

Read more from Brian Jacobs at: https://aptuscapitaladvisors.com/blog/

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Is the Stock Market Overvalued?

Wed, 14 Jan 2026 19:59:00 -0000

On episode 205 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Barry Ritholtz to discuss how to value today's stock market, the problem with credit card interest rate caps, the best financial news sources, if employer 401(k) contributions are enough, buy now or wait to save a bigger down payment and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Exhibit A. Visit: https://exhibitaforadvice.com/ to learn more.

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Should You Buy a House Right Now?

Wed, 07 Jan 2026 19:31:00 -0000

On episode 204 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet to discuss the worst time to buy a house, going full Roth, is margin a good idea, when are Roth conversions worth it, traditional vs Roth 401(k) and more. Submit your Ask The Compound questions to ⁠askthecompoundshow@gmail.com⁠! This episode is sponsored by Public. Find out more at https://public.com/ATC

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What if the Stock Market Falls 30%?

Wed, 24 Dec 2025 18:00:00 -0000

On episode 203 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Eric Balchunas to discuss owning Bitcoin ETF vs Bitcoin Itself, can Crypto crashes hurt the stock market, are cheap gas prices a recession signal, is a 20–30% market drop actually an opportunity, how high earners can maximize tax-advantaged retirement savings and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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10 Things Every Stock Market Investor Needs to Know

Wed, 17 Dec 2025 19:23:00 -0000

On episode 202 of Ask The Compound, Ben Carlson and Duncan Hill discuss: top 10 stock market indicators, what "secular" means in markets, 15-year mortgages, and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today.

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How Much Longer Will the Bull Market Last?

Wed, 10 Dec 2025 20:03:00 -0000

On episode 201 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jurrien Timmer to discuss: where we are in this bull market’s cycle, how the AI bubble compares to past bubbles, the right level of inflation, rethinking traditional allocations, financial markets and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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Will Housing Prices Fall In 2026?

Wed, 03 Dec 2025 20:06:00 -0000

On episode 200 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz CFO and ATC legend Bill Sweet to discuss: housing prices in 2026, retirement tax strategies, Gen Z loves Roth, renting during retirement, trading in the military and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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How Does the 4 Year Rule Work?

Wed, 26 Nov 2025 18:06:00 -0000

On episode 199 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Corey Hoffstein, co-founder, CEO and CIO at Newfound Research to discuss: what return stacking is, how the 4 year rule works, leveraging BNPL, making up for lost investing time, and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC

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Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public’s ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time.

Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use.

*Rate as of 9/26/25. APY is variable and subject to change.

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How to Recover From a 50% Loss

Wed, 19 Nov 2025 19:36:00 -0000

On episode 198 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz CFO Bill Sweet to discuss: 50% losses in your portfolio, stock concentration, 401k optimization, HELOC, Roth, and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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How Do You Fix the Housing Market?

Wed, 12 Nov 2025 19:18:00 -0000

On episode 197 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Sr. Advisor Jonathan Novy to discuss: portfolio allocation, insurance products, structuring withdrawals, the 50-year mortgage, career advice, and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC

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Should You Pay Off Your Mortgage Early?

Wed, 05 Nov 2025 20:02:00 -0000

On episode 196 of Ask The Compound, Ben Carlson and Duncan Hill discuss: the AI bubble, tech allocation, good debt, paying down a mortgage early, buyside vs sellside, cash on the sidelines, and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today.

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How to Time the AI Bubble

Wed, 29 Oct 2025 18:39:00 -0000

On episode 195 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz CFO Bill Sweet to discuss: trading a bubble, Roth strategy, buying your parents' house, capital losses, saving for a new child, buying a vacation home and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC

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*Rate as of 9/26/25. APY is variable and subject to change.

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What is the Dave Ramsey Portfolio?

Wed, 22 Oct 2025 18:31:00 -0000

On episode 194 of Ask The Compound, Ben Carlson and Duncan Hill discuss outperformance, dying with zero, beating the market, Dave Ramsey’s investment strategy, saving for college and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC

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*Rate as of 9/26/25. APY is variable and subject to change.

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Is It Time to Take Some Profits?

Wed, 15 Oct 2025 18:48:00 -0000

On episode 193 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Josh Brown to discuss taking profits, rebalancing FOMO, what to do with your inheritance, asset allocation, advisor career advice, and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC

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*Rate as of 9/26/25. APY is variable and subject to change.

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Why Is Gold Outperforming the Stock Market?

Wed, 08 Oct 2025 18:56:00 -0000

On episode 192 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments to discuss the new normal of market concentration, the slowing labor market, international stocks, the deal with gold, defining a bubble and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today.

This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet. Learn more at: https://www.Fidelity.com/TraderPlus

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How Do You Invest in a Bubble?

Wed, 01 Oct 2025 18:21:00 -0000

On episode 191 of Ask The Compound, Ben Carlson and Duncan Hill discuss the 4% rule, dying with zero $$$, investing in a bubble, what is upper middle class, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC

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Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public’s ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time.

*Rate as of 9/26/25. APY is variable and subject to change.

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Where Should I Put Cash After the Fed Rate Cut?

Wed, 24 Sep 2025 18:17:00 -0000

On episode 190 of Ask The Compound, Ben Carlson and Duncan Hill discuss the best place to keep cash, career advice for young CFAs, where to invest $100k right now, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Check out Exhibit A here: https://exhibitaforadvice.com/

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Is It Time to Buy Bonds?

Wed, 17 Sep 2025 18:06:00 -0000

On episode 189 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Chief Financial Officer Bill Sweet to discuss when investing in bonds makes sense, how to choose the right mortgage, the right balance of Roth vs Traditional, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at: https://public.com/ATC

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*Rate as of 6/24/25. APY is variable and subject to change.

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How Will the $84 Trillion Wealth Transfer Play Out?

Wed, 10 Sep 2025 18:00:00 -0000

On episode 188 of Ask The Compound, Ben Carlson and Duncan Hill discuss: diversifying a real estate empire, when it makes sense to splurge, RSUs with Joey Fishman, emergency funds, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today.

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Is This a Bubble?

Wed, 03 Sep 2025 18:45:00 -0000

On episode 187 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Financial Officer Bill Sweet to discuss fundamentals, the Roth limit conspiracy, spending income vs principal, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less by visiting: https://public.com/ATC

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🎥 Watch this episode on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/live/DxGEI0P-tyg

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How to Buy a Porsche on a Honda Budget

Wed, 27 Aug 2025 18:22:00 -0000

On episode 186 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Investment Strategist Barry Ritholtz to discuss pre-70s S&P data, buying used cars, private investment opportunities, evaluating your financial advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today.

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How to Triple Your Net Worth in 5 Years

Wed, 20 Aug 2025 18:32:00 -0000

On episode 185 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Market Strategist Callie Cox to discuss asset allocation advice, navigating a financialized economy, what if we don’t get a recession in the foreseeable future, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at: https://public.com/ATC

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Talk with us about your portfolio or financial plan here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://ritholtzwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Public Disclosure:

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

*Rate as of 6/24/25. APY is variable and subject to change.

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Millionaire Financial Goals

Wed, 13 Aug 2025 18:09:00 -0000

On episode 184 of Ask The Compound, Ben Carlson and Duncan Hill discuss the best emergency funds, impulse purchases, preparing for a future home purchase, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today.

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🎥 Watch this episode on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/live/3k_gjvxSbHg

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Markets Are Crazy. Is This the New Normal?

Wed, 06 Aug 2025 18:35:00 -0000

On episode 183 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss tax-optimized investment management and withdrawal strategies, what makes a client annoying, buying vs renting, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at: https://public.com/ATC

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How To Be Rich

Wed, 30 Jul 2025 18:23:00 -0000

On episode 182 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM COO and Author Nick Maggiulli to discuss The Wealth Ladder, accounting for inflation in your plans, high net worth planning, career implications around moving, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors

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What’s the Best Time to Invest?

Wed, 23 Jul 2025 18:45:00 -0000

On episode 181 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Senior Advisor Joey Fishman to discuss purchasing employee stock options, investing during a lost decade, asset allocation and crypto, optimizing your physical health, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at: https://public.com/ATC

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What’s the Perfect Level of Wealth?

Wed, 16 Jul 2025 18:16:00 -0000

On episode 180 of Ask The Compound, Ben Carlson and Duncan Hill discuss planning for a home purchase, what to do if you failed a CFA test, optimizing 401k contributions, forgoing a real estate agent, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today.

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How Does the Big Beautiful Bill Impact Your Taxes?

Wed, 09 Jul 2025 18:28:00 -0000

On episode 179 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting cash to work, thoughts on the new tax bill, how Trump accounts affect 529’s, creating a savings target, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less by visiting: https://public.com/ATC

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Talk with us about your portfolio or financial plan here: ⁠⁠⁠⁠⁠⁠⁠http://ritholtzwealth.com⁠⁠⁠⁠⁠⁠⁠

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Should You Invest in Stocks at All-Time Highs?

Wed, 02 Jul 2025 18:21:00 -0000

On episode 178 of Ask The Compound, Ben Carlson and Duncan Hill discuss dating vs DCAing, if high college expenses will affect the economy, investing at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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How Do Young People Get Rich?

Wed, 25 Jun 2025 19:07:00 -0000

On episode 177 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CEO and TCAF Host Josh Brown to discuss how to get rich without crypto, how RWM invests, reaching retail investors, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more at: https://public.com/ATC

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Talk with us about your portfolio or financial plan here: ⁠⁠⁠⁠⁠⁠http://ritholtzwealth.com⁠⁠⁠⁠⁠⁠

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What Is the Expected Return for the Stock Market?

Wed, 18 Jun 2025 18:28:00 -0000

On episode 176 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Market Strategist Callie Cox to discuss Ben's typical work day, expected returns, understanding risk tolerance, if a savings rate is too high, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with the Rocket Money app! Enter my show name Ask The Compound in the survey so they know we sent you!

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How to Live Tax-Free in Retirement

Wed, 11 Jun 2025 19:01:00 -0000

On episode 175 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFO and Tax Specialist Bill Sweet to discuss downsides to 100% of assets in a Roth, making a career shift towards finance, the best savings options for kids, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less and earn up to $10,000 when you transfer your investments over to Public by visiting: http://public.com/ATC

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Talk with us about your portfolio or financial plan here: ⁠⁠⁠⁠⁠http://ritholtzwealth.com⁠⁠⁠⁠⁠

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What’s the Biggest Risk Right Now?

Wed, 04 Jun 2025 18:02:00 -0000

On episode 174 of Ask The Compound, Ben Carlson and Duncan Hill discuss AI and deflation, private equity in 401(k)s, ETFs for the long run, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money! Download the Rocket Money app and enter my show name Ask the Compound in the survey so they know I sent you!

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When Should I Sell My Stocks?

Wed, 28 May 2025 18:06:00 -0000

On episode 173 of Ask The Compound, Ben Carlson and Duncan Hill discuss using stocks as an emergency fund, optimizing RMDs, factoring in pensions as income, fictional book recommendations and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Find out more by visiting: http://public.com/ATC

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Is Retail the Smart Money Now?

Wed, 21 May 2025 18:41:00 -0000

On episode 172 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss when buy the dip will stop working, the future of retail trading, AI as an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions today by downloading the Rocket Money app. Enter "Ask the Compound" in the survey so they know we sent you!

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I Timed the Market. Now What?

Wed, 14 May 2025 18:38:00 -0000

On episode 171 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, tax specialist and RWM CFO to discuss tax-optimizing a portfolio rebalance, 60/40 portfolio drawdowns, moving or finding a new remote job, feeling stuck after selling too early, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. You can now boost your IRA with a 1% match – when you open an IRA on Public by visiting: http://public.com/ATC

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Talk with us about your portfolio or financial plan here: ⁠⁠http://ritholtzwealth.com⁠⁠

*Rate as of 3/5/25. APY is variable and subject to change.

**⁠Terms and Conditions⁠ apply.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Ben Carlson, Bill Sweet and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: https://www.ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.

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Does Private Equity Belong in 401k Plans?

Wed, 07 May 2025 18:56:00 -0000

On episode 170 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Michael Sidgmore, Co-Founder and Partner at Broadhaven Ventures to discuss diversification using private markets, how tariffs affect private credit, at what net worth private assets make sense, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: http://Betterment.com/advisors

If you're a financial advisor, sign up for advisor-focused content at: ⁠https://www.advisorunlock.com/⁠

🎥 Watch this episode on YouTube: ⁠https://youtube.com/live/XKCs_f3N60I

Talk with us about your portfolio or financial plan here: ⁠http://ritholtzwealth.com⁠

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠https://ritholtzwealth.com/advertising-disclaimers⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

⁠https://ritholtzwealth.com/podcast-youtube-disclosures/

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The Stock Market Rallied. Now What?

Wed, 30 Apr 2025 18:31:00 -0000

On episode 169 of Ask The Compound, Ben Carlson and Duncan Hill discuss the meaning behind U.S. dollar strength or weakness, investing in bonds vs using high yield savings accounts, the optimal amount of emergency savings, building a cash reserve vs paying down debt, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less at http://public.com/ATC and earn up to $10,000 when you transfer your old portfolio.

If you're a financial advisor, sign up for advisor-focused content at: ⁠https://www.advisorunlock.com/⁠

🎥 Watch this episode on YouTube: ⁠https://youtube.com/live/ejJSvPEck_o

Talk with us about your portfolio or financial plan here: ⁠http://ritholtzwealth.com⁠

*Rate as of 3/5/25. APY is variable and subject to change.

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Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

⁠https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s the Best Case Trade War Scenario?

Wed, 23 Apr 2025 18:11:00 -0000

On episode 168 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss staying invested amidst bearishness, the best case scenario around tariffs, preparing for a recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Rocket Money. Download the Rocket Money App and tell them Ask The Compound sent you!

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🎥 Watch this episode on YouTube: https://youtube.com/live/XQytCd9MEcI

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Ben Carlson and Barry Ritholtz are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How to Invest in an Uncertain Market

Wed, 16 Apr 2025 18:44:00 -0000

On episode 167 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Market Strategist Callie Cox to discuss dealing with policy uncertainty, the bull case for tariffs, politics affecting portfolios, planning for the future amidst chaos, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less at http://public.com/ATC and earn up to $10,000 when you transfer your old portfolio.

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/8jP3CsSk54U

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

*Rate as of 3/5/25. APY is variable and subject to change. **Terms and Conditions apply.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Ben Carlson and Callie Cox are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Are Portfolios Becoming Partisan?

Wed, 02 Apr 2025 18:17:00 -0000

On episode 166 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax expert Bill Sweet to discuss consumer sentiment and politics, how TIPS are taxed, parking money after a home sale, getting an interest-only mortgage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Fund your account in five minutes or less at http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio.

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

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Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

Public Disclosure:

Paid for by Public Investing. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC. Complete disclosures available at public.com/disclosures

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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When Will Housing Prices Fall?

Wed, 26 Mar 2025 18:47:00 -0000

On episode 165 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CEO and Halftime Report star Josh Brown to discuss what’s going on with real estate, going through job loss, when to hire a financial advisor, getting out of illiquid investments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Check out Exhibit A: https://exhibitaforadvice.com/

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🎥 Watch this episode on YouTube: https://youtube.com/live/naznIKzKtPQ

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

Public Disclosure:

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Will Tariffs Tank the Economy?

Wed, 19 Mar 2025 17:00:00 -0000

On episode 164 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor Blair duQuesnay, CFP, CFA to discuss inaccurate Wall Street price targets, possible outcomes from tariffs, approaching difficult conversations around diversification, taking a 401k loan, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode. Fund your account in five minutes or less at http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio.

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube:

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

Public Disclosure:

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Why Is Market Timing a Bad Idea?

Wed, 12 Mar 2025 18:34:00 -0000

On episode 163 of Ask The Compound, Ben Carlson and Duncan Hill discuss why market timing is a bad idea, letting winners ride, keeping or selling rental property, preparing for a regional recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/idCWuMjd6V4

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What Happens in a Recession?

Wed, 05 Mar 2025 19:23:00 -0000

On episode 162 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss narratives around recessions, dealing with market uncertainty, financial planning for a private golf membership, tax planning with Roths and 401ks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode. Fund your account in five minutes or less at http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio.

🎥 Watch this episode on YouTube: https://youtube.com/live/d0ONagrO2Co

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade.

See our Fee Schedule. *Terms and Conditions apply.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is There a Passive Investing Bubble?

Wed, 26 Feb 2025 19:16:48 -0000

On episode 161 of Ask The Compound, Ben Carlson and Duncan Hill discuss if ETFs can bring down the market, what to focus on as an investment committee member, reducing risk due to a government-induced market collapse, using savings to restore a car, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode. Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/ZOk-PiDmOhA

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Should You Pay Off Your Mortgage Before Early Retirement?

Wed, 12 Feb 2025 19:38:02 -0000

On episode 160 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss buying the dip, portfolio management near retirement, retiring with a mortgage, buying a luxury vehicle, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode. Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/Y5u3xLYbdsw

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Are Tariffs a Tax on Consumers?

Wed, 05 Feb 2025 19:29:01 -0000

On episode 159 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer and Tax Specialist Bill Sweet to discuss unaffordable housing around the world, utilizing a rental to reduce taxes, tax optimizing an inherited IRA, if tariffs are a form of tax, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode. Visit: http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio.

🎥 Watch this episode on YouTube: https://youtube.com/live/k71f2WcHNB4

Public disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is It Time to Buy the Dip?

Wed, 29 Jan 2025 20:23:41 -0000

On episode 158 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Investment Strategist Callie Cox to discuss if now is the time to sell NVDA, timing the market with rebalancing, the strength of the U.S. Economy, getting out of highly concentrated positions, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode. Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/QyU5W0DkG80

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is It Time to Lock In 5% Yields?

Wed, 22 Jan 2025 20:43:13 -0000

On episode 157 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisors Taylor Hollis and Nick Sapienza to discuss advice for overconfident investors, reducing the cost of insurance, how many years of spending you should have saved, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Fund your account in five minutes or less at Public.com/ATC and get up to $10,000 when you transfer your old portfolio.

🎥 Watch this episode on YouTube: https://youtube.com/live/unbill5dAE8

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is It Time to Take Money off the Table?

Wed, 15 Jan 2025 19:41:07 -0000

On episode 156 of Ask The Compound, Ben Carlson and Duncan Hill discuss concentrating within sectors of the S&P 500, how economies outside the US affect US markets, taking chips off the table vs timing the market, financial planning after hitting your retirement goal, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/ykLm7YHkP4I

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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When Should I Sell Tesla?

Wed, 08 Jan 2025 19:56:00 -0000

On episode 155 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss tax planning for trading accounts, thoughts on custom indexing, using margin to stay invested, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit: http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio.

🎥 Watch this episode on YouTube: https://youtube.com/live/8UiQ72r_-eM

*Terms and Conditions apply.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Do You Compound Your Money for 50 Years?

Tue, 17 Dec 2024 19:47:00 -0000

On episode 154 of Ask The Compound, Ben Carlson and Duncan Hill discuss the most optimal savings rate, if buffered ETFs should be considered fixed income, timing the housing market, investing as a teenager, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/atc

Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/ew2F0IhX5JU

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

How Do I Invest in Stocks at All-Time Highs?

Wed, 11 Dec 2024 19:36:00 -0000

On episode 153 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Halftime star Josh Brown to discuss if AI will solve the financial advisor shortage, buying the election and selling the inauguration, putting money to work at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit: https://public.com/ATC and lock in a 6% or higher yield with a Bond Account.

🎥 Watch this episode on YouTube: https://youtube.com/live/tAD9Y4FBksY

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule: https://public.com/disclosures/fee-schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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Am I on Track for Retirement?

Wed, 04 Dec 2024 19:28:00 -0000

On episode 152 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss parameters to follow when using a brokerage account, optimizing taxable and non-taxable assets, selling RSUs vs using a HELOC for home improvements, investing in precious metals, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/wkFCWQzuJZk

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is It Too Late to Buy Bitcoin?

Wed, 27 Nov 2024 18:00:00 -0000

On episode 151 of Ask The Compound, Ben Carlson and Duncan Hill discuss the importance of diversification as a young investor, if younger generations are getting left behind, if it's too late to buy Bitcoin, financial planning using ChatGPT, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR

If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/

🎥 Watch this episode on YouTube: https://youtu.be/MD3z7W31WxY

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing a Pile of Cash in a Bull Market

Wed, 20 Nov 2024 19:18:00 -0000

On episode 150 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO and Masters In Business Host Barry Ritholtz to discuss politics and investing, timing the sale of a house, dollar cost averaging vs lump summing at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/w2qTl8ioE7Q

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the U.S. Government Going Broke?

Tue, 12 Nov 2024 20:06:00 -0000

On episode 149 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Cullen Roche, Founder and CIO of Discipline Funds to discuss how worried we should be about government debt, how to slow down government debt moving forward, the impact of deficits on financial markets, understanding recent interest rate movements, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit: https://public.com/ATC and lock in a 6% or higher yield with a Bond Account.

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/V-qA4cFoeek

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Will the Election Impact Your Taxes?

Wed, 06 Nov 2024 20:14:00 -0000

On episode 148 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, a CFP, CPA, and Director of Tax Services at Ritholtz Wealth Management to discuss which candidate is more likely to cause economic strife, how to prepare for changing tax environments, optimizing for tax-advantaged retirement contributions, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/Do_-zyMy2r0

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Retire at Age 36

Wed, 30 Oct 2024 18:41:33 -0000

On episode 147 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP of Jill on Money to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit: https://public.com/ATC and lock in a 6% or higher yield with a Bond Account.

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/3QrJKYNAJBU

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Write with Morgan Housel

Wed, 23 Oct 2024 17:27:29 -0000

On episode 146 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Morgan Housel, Partner at The Collaborative Fund and author of The Psychology of Money and Same as Ever to discuss how to produce engaging content at a high pace, utilizing data vs storytelling, if Ben is a permabull, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/VmaJ5yi_oFk

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Overvalued Is the Stock Market?

Wed, 16 Oct 2024 18:52:39 -0000

On episode 145 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Callie Cox, Chief Market Strategist at RWM and author of OptimistiCallie to discuss when diversification goes too far, timing the housing market, overcoming financial mistakes, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit https://public.com/atc to lock in a 6% or higher yield with a Bond Account.

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/gnl50ZWdFqA

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Ben Carlson, and Callie Cox are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule here: https://public.com/disclosures/fee-schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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When to Sell Your Big Winners

Wed, 09 Oct 2024 18:17:00 -0000

On episode 144 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Maggiulli, RWM COO and author of Just Keep Buying and Of Dollars and Data to discuss bull and bear market definitions, if small cap exposure enhances diversification, valuing a pension, knowing when to take profits, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/BKlJc9v5syo

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How to Spend Your Money

Wed, 02 Oct 2024 18:55:49 -0000

On episode 143 of Ask The Compound, Ben Carlson and Duncan Hill do a speed round to discuss pursuing a CFA, shifting to long-term bonds near retirement, utilizing home equity lines of credit, what it means to be over or underweight a stock, the most optimal way to get international equity exposure, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit: http://public.com/atc and discover how you can lock in a 6+% yield until 2028.

🎥 Watch this episode on YouTube: https://youtube.com/live/NCfybenWsoY

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public Disclosure:

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6+% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See public.com/disclosures/fee-schedule

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated here: public.com/disclosures/fixed-income-disclosure and here: public.com/disclosures/apex-fractional-bond-disclosure. See public.com/disclosures/bond-account to learn more.

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How to Manage Your Money When Retiring Early

Wed, 25 Sep 2024 18:24:01 -0000

On episode 142 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and Head of the Tax team Bill Sweet to discuss retirement income planning, tax considerations when getting married, tax-advantaged solutions for selling property, minimizing taxes during an early retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/cr90VJkHvFA

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

What the Fed Rate Cut Means for Your Finances

Thu, 19 Sep 2024 19:04:01 -0000

On episode 141 of Ask The Compound, Ben Carlson and Duncan Hill discuss how bond math works, the best time to refinance your mortgage, what rate cuts mean for the economy, making a career change to wealth management, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit: http://public.com/atc and discover how you can lock in a 6+% yield until 2028.

🎥 Watch this episode on YouTube: https://youtube.com/live/Rzg-Ptg6qXk

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public Disclosure:

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See public.com/disclosures/fee-schedule

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Can Cash on the Sidelines Save the Stock Market?

Thu, 12 Sep 2024 18:43:00 -0000

On episode 140 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management advisor, investment committee member, and estate specialist Taylor Hollis to discuss if we are in a buy-the-dip market due to high cash balances, navigating trust and trustee conflict issues, financial planning around worst case scenarios and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode! Visit: http://public.com/atc and discover how you can lock in a 6.8% yield until 2028.

🎥 Watch this episode on YouTube: https://youtube.com/live/bQdPkaqQjm0

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public Disclosure:

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See public.com/disclosures/fee-schedule

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Why Is The Stock Market Going Down?

Thu, 05 Sep 2024 18:49:53 -0000

On episode 139 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Chairman Barry Ritholtz to discuss if the market is about to crash, if the U.S. economy is grinding towards recession, paying off a low-rate mortgage early, staying invested with large gains, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/80FO1sYAL7c

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Using Valuations to Time the Stock Market

Thu, 29 Aug 2024 19:05:30 -0000

On episode 138 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss using valuation as a market timing tool, optimizing tax vs Roth contributions, tax considerations when moving abroad, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://www.youtube.com/live/sveyYW89fEM

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Are We on the Brink of a Recession?

Wed, 21 Aug 2024 18:55:35 -0000

On episode 137 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth's Chief Market Strategist, Callie Cox! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/tO-WUUh6aFY

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public Disclosure:

Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. See public.com/#disclosures-main for more information

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The Simplest Stock Market Hedge

Thu, 15 Aug 2024 18:47:00 -0000

On episode 136 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and RWM Advisor Alex Palumbo to discuss how well bonds hedge stocks, when to diversify out of company stock, how to benchmark financial service performance, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/wTpDcUf4Zm0

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

When Should I Get out of T-Bills?

Thu, 08 Aug 2024 18:45:56 -0000

On episode 135 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax extraordinaire Bill Sweet to discuss investing in bonds before a rate-cutting cycle, how wash sale rules work, selling investment property in a tax-optimized way, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/m2AsGgyyO-Q

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

What Does a Fed Rate Cut Mean for My Portfolio?

Thu, 01 Aug 2024 18:33:00 -0000

On episode 134 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Sr. Advisor Jonathan Novy to discuss portfolio implications of a rate-cutting cycle, owning life insurance vs contributing to retirement, paying down a high-interest loan vs investing, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://www.public.com/ to learn more!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/ge1sIHZ0bo0

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

How Much Should You Invest in Alternatives?

Wed, 24 Jul 2024 18:44:44 -0000

On episode 133 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisors Cameron Rufus, CFP, and Dan LaRosa, QPFC, AIC to discuss 20-year expected returns, tips for renewing insurance, starting a defined benefit plan, pros and cons of alternative investments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/0OVKbHBBWi4

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Pros & Cons of Owning a Vacation Home

Thu, 18 Jul 2024 19:13:00 -0000

On episode 132 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss dying with zero, tax-optimizing retirement distributions, diversifying bond fund exposure, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account.

🎥 Watch this episode on YouTube: https://youtube.com/live/nMNj7PSeCL4

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Public Disclosure:

Learn more about your ad choices. Visit megaphone.fm/adchoices

How Much Do I Need to Retire?

Thu, 11 Jul 2024 19:28:00 -0000

On episode 131 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account.

🎥 Watch this episode on YouTube: https://youtube.com/live/Tj38ipXbflg

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How to Deploy Cash on the Sidelines

Thu, 27 Jun 2024 18:36:00 -0000

On episode 130 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss AI advisors, Roth account inheritance and tax treatments, considering future tax brackets when tax planning, Roth 401k tax treatments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc to learn more!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtube.com/live/qHSiL-WpwKk

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s the Real Inflation Rate?

Thu, 20 Jun 2024 17:15:00 -0000

On episode 129 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chairman and CIO Barry Ritholtz to discuss if Private Equity is increasing public market valuations, calculating your personal inflation rate, concerns over US Government debt, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://youtu.be/FiUb0nF2h1E

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How to Retire Early

Thu, 13 Jun 2024 18:28:28 -0000

On episode 128 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss buying a house while in retirement, tax planning for NVDA shareholders, tax implications from annuities, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/atc

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://www.youtube.com/live/kmhiuDX5FuQ

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Would You Invest $14 Million?

Wed, 05 Jun 2024 19:12:00 -0000

On episode 127 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO and CNBC Halftime panelist Josh Brown to discuss Ben and Josh’s personal portfolios, transitioning to an index-only portfolio, hedging against AI, indexing vs buying Magnificent 7 stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

🎥 Watch this episode on YouTube: https://www.youtube.com/live/dC4cbugI6Yo

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Many Credit Cards Should You Have?

Thu, 30 May 2024 18:21:00 -0000

On episode 126 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Katie Gatti Tassin of Money With Katie, a millennial personal finance-focused content platform with over 8M podcast downloads to discuss how many credit cards are too many, how valuable a low-rate mortgage is, planning for a big purchase, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc to learn more!

For more from Katie, check out: https://moneywithkatie.com/

🎥 Watch this episode on YouTube: https://www.youtube.com/live/NJEMJT_Er6s

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is Private Equity Buying All the Houses?

Thu, 23 May 2024 18:43:01 -0000

On episode 125 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Nick Sapienza to discuss optimizing the financials around a new-home build, if private equity is driving up housing prices, tax planning around RSUs, considerations to think about when hiring a financial advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to RocketMoney for sponsoring this episode! Visit: https://www.rocketmoney.com/atc and cancel your unwanted subscriptions today!

🎥 Watch this episode on YouTube: https://www.youtube.com/live/DSUmiK0z5RI

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How to Hedge Your Portfolio for World War III

Thu, 16 May 2024 18:49:00 -0000

On episode 124 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Michelle Katzen to discuss preparing your portfolio for a geopolitical event, how securities-based lending works, properly structuring your will and estate plan, winging your financial plan, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Future Proof for sponsoring this episode! Visit https://futureproofhq.com/festival/atc/ to secure your ticket!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=TesvgQ20QZQ

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is Social Security Going Bankrupt?

Thu, 09 May 2024 18:18:33 -0000

On episode 123 of Ask The Compound, Ben Carlson is joined by RWM CFO and Ask The Compound celebrity Bill Sweet, to discuss if Social Security will exist in the future, asset allocation using the Thrift Savings Plan, tax planning before retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=wnOD6pFJV0g

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How to Make It as a Younger Financial Advisor

Thu, 02 May 2024 18:13:10 -0000

On episode 122 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Alex Palumbo, CFP and Financial Advisor at Ritholtz Wealth Management to discuss defining a target savings rate, having imposter syndrome as a young advisor, why the S&P 500 is the wrong benchmark for most investors, buying vs renting, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=qCwqPmhHHHg

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Will Higher Rates Derail the Stock Market?

Thu, 25 Apr 2024 18:29:28 -0000

On episode 121 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, CFP, CPA, and RWM Tax Manager to discuss why higher interest rates haven’t affected stocks more, planning for a large tax liability, paying taxes now vs. in the future, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit https://rocketmoney.com/ATC and cancel your unwanted subscriptions today!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=cS1hT_XcEls

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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The Psychology of Inflation

Thu, 18 Apr 2024 18:23:27 -0000

On episode 120 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss factoring in a pension for retirement planning, utilizing home equity vs paying cash for home projects, getting used to higher inflation, career instability due to AI, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=IHdim6n6gRc

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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The Most Tax-Efficient Places to Live

Thu, 11 Apr 2024 18:36:20 -0000

On episode 119 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Wes Gray, the CEO and CIO of Alpha Architect to discuss moving to pay less taxes, building mental toughness instead of diversifying, the best way to diversify away from value, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Visit https://www.rocketmoney.com/ATC and cancel your unwanted subscriptions today!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=bT0rO33NF80

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is It Better to Buy or Rent Right Now?

Thu, 04 Apr 2024 17:15:00 -0000

On episode 118 of Ask The Compound, Ben Carlson and Duncan Hill are joined by the author of Just Keep Buying and Of Dollars and Data, Nick Maggiulli, to discuss timing asset allocation, renting vs buying real estate, optimizing your portfolio glide path, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=gE14wz3dtSI

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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An Alternative to the 60/40 Portfolio

Thu, 28 Mar 2024 19:00:38 -0000

On episode 117 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the effects of high cash in a portfolio, paying down a mortgage today to refinance in the future, tax savings in ETFs vs mutual funds, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=UJEJPkULA0o

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is the S&P 500 Overvalued?

Thu, 21 Mar 2024 19:11:00 -0000

On episode 116 of Ask The Compound, Ben Carlson and Duncan Hill run through a backlog of the best viewer questions we've got! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=8uZ0udFRkU0

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Much Should You Have Saved in Your 30s?

Thu, 14 Mar 2024 18:15:00 -0000

On episode 115 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Ben Coulthard to discuss what returns you should be content with over the long run, when to take profits, career advice for financial planners, the pros and cons of utilizing multiple advisors, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/ATC

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=IVF9ZmaW1xw&t=1587s

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s the Investment Case for Gold?

Thu, 07 Mar 2024 20:25:00 -0000

On episode 114 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the benefits of investing in gold, over-diversifying your portfolio, how to utilize investment tax credits, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=FAEXfdNE3Qo&t=933s

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s the Biggest Risk to the Market?

Thu, 29 Feb 2024 19:35:49 -0000

On episode 113 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and insurance expert Jonathan Novy to discuss, winging a financial plan, employee stock options at Apple, life insurance as an investment, the pros and cons of life insurance, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/ATC

🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=bcw_e1vqfRQ

👕 Check out The Compound shop: https://www.idontshop.com

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Do You Create Generational Wealth?

Thu, 22 Feb 2024 19:58:32 -0000

On episode 112 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO Barry Ritholtz to discuss if it’s safe to buy a Peloton, if you should hedge semiconductor exposure, creating generational wealth, working in finance right out of college, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Fabric by Gerber Life for sponsoring this episode! Visit meetfabric.com/ATC to learn more!

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The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

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Career Advice from Downtown Josh Brown

Thu, 15 Feb 2024 18:15:00 -0000

On episode 111 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss: career advice for young financial advisors, the role of TIPS, buying at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

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How Should You Invest at All-Time Highs?

Thu, 08 Feb 2024 19:41:00 -0000

On episode 110 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP, CFA, and RWM Advisor Blair duQuesnay to discuss investing at all-time highs, transitioning to a single income, dealing with increased insurance costs, borrowing against retirement plans, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Fabric by Gerber Life for sponsoring this episode! Visit meetfabric.com/ATC to learn more!

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The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

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How to Save More Money

Thu, 01 Feb 2024 20:06:57 -0000

On episode 109 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, CFO and Tax Superstar to discuss the best allocation for saving for college, how much money a $70k truck costs you in the long run, tax implications when investing in bonds, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

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Can You Live off Dividends in Retirement?

Thu, 25 Jan 2024 20:10:00 -0000

On episode 108 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss retiring with 100% stocks, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

For more from Jill, check out: https://www.jillonmoney.com/

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What’s the Historical Return on Housing?

Thu, 18 Jan 2024 20:22:00 -0000

On episode 107 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Kevin Young to discuss return expectations in Real Estate, when to cut your losses on a poorly performing stock, what to do with a 401(k) from a former job, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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What’s the Investment Case for Bitcoin?

Thu, 11 Jan 2024 20:34:00 -0000

On episode 106 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to talk about investing in Bitcoin, whether tax professionals make good financial advisors, when paying down a mortgage early makes sense, and how to use 72(t) distributions to retire early. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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Does FIRE Make Sense for Me?

Thu, 04 Jan 2024 21:50:00 -0000

On episode 105 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor Nick Sapienza to discuss: a different take on FIRE, diversifying out of a concentrated position, understanding inflation, and much more!

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How to Buy a House Right Now

Thu, 21 Dec 2023 20:31:00 -0000

On episode 104 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and estate specialist Taylor Hollis to discuss how much bonds are down from highs, if it makes sense to own both the S&P 500 and the Nasdaq 100, understanding concentrated position and geographic risk, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-tech dad hat with every purchase!

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How Many Millionaires Are There?

Thu, 14 Dec 2023 20:03:13 -0000

On episode 103 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management COO and Data Scientist Nick Maggiulli to discuss replacing housing exposure with REITs, questions to ask a prospective financial advisor, what amount of investable assets makes you rich, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to YCharts for sponsoring this episode! YCharts has a special gift for you just in time for the holiday season – their final research piece of the year, "The Top 23 Charts of 2023”! Find it here: https://go.ycharts.com/the-top-23-cha...

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When Should You Pay Off Your Mortgage Early?

Thu, 07 Dec 2023 21:24:22 -0000

On episode 102 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax extraordinaire Bill Sweet to discuss the relationship between rates and bonds, if the market is pricing in rate cuts for 2024, dealing with single stock concentration, how direct indexing works, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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How Should I Invest Cash on the Sidelines?

Thu, 30 Nov 2023 20:24:00 -0000

On episode 101 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO and Masters in Business host Barry Ritholtz to discuss how changes in interest rates affect bond ETF yields, how economists make predictions, rationalizing the purchase of high-cost items, and much more!! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-tech dad hat with every purchase!

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Where Should I Invest $50K Right Now?

Thu, 16 Nov 2023 21:34:31 -0000

On episode 100 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Alex Palumbo to discuss if market concentration matters, how Ben tracks his investments, paying cash or financing a sprinter van, getting an MBA, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Visit https://birddogs.com/ATC to get a free white-tech dad hat with every order!

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What’s in Ben’s Portfolio?

Thu, 09 Nov 2023 22:29:43 -0000

On episode 99 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO Bill Sweet to discuss the taxation of bonds, treasury and municipal bonds, very-high-cost-of-living real estate, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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What if This Time Is Different?

Thu, 02 Nov 2023 21:40:50 -0000

On episode 98 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss when to sell your winners, today's tech stocks vs dot com tech stocks, de-risking a portfolio as you get older, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase!

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Are Stocks Still For the Long Run?

Thu, 26 Oct 2023 18:38:31 -0000

On episode 97 of Ask The Compound, Ben Carlson and Duncan Hill are joined by WisdomTree’s CIO, Jeremy Schwartz, to discuss owning stocks for the long run, if international diversification is worth it, why inflation is lower than it seems, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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What’s the Best Time to Buy Stocks?

Thu, 19 Oct 2023 19:11:50 -0000

On episode 96 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to discuss the timing of index fund investments, tax optimization for large bonuses, SEP IRAs vs Roth IRAs, utilizing SBLOCs. and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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Do I Still Have Time for Compounding to Work?

Thu, 12 Oct 2023 19:40:52 -0000

On episode 95 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and Financial Advisor, Kevin Young to discuss saving for retirement later in life, planning for a pension, healthcare expense planning, what to do with an insurance payout, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Kaplan Schweser for sponsoring this episode! Visit https://www.schweser.com for more info.

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How Do I Lock In Higher Yields on My Cash?

Thu, 05 Oct 2023 18:45:23 -0000

On episode 94 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Maggiulli, COO and data extraordinaire to discuss if bonds belong in your portfolio, lump sum vs. DCA, utilizing more leverage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Visit: https://birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase!

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How Much Is Your Happiness Worth?

Thu, 28 Sep 2023 18:28:06 -0000

On episode 93 of Ask The Compound, Ben Carlson is joined by Bill Sweet, CFO and Tax Superstar to discuss finding a good CPA, dealing with big tech RSUs, making less money to have a better lifestyle and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info.

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When Should You Rent Instead of Buy?

Thu, 21 Sep 2023 19:25:40 -0000

On episode 92 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Sapienza, an RWM advisor and CFP to discuss buying a house with 7% rates, selling assets to pay debt, utilizing home equity to buy stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Visit: https://birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase!

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How Expensive Is It to Have Kids?

Thu, 14 Sep 2023 19:45:41 -0000

On episode 91 of Ask The Compound, Ben Carlson and Duncan Hill discuss dealing with questionable financial advice, the cost of kids, sports betting as a side hustle, investing in CDs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

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What’s the State of the U.S. Economy?

Thu, 07 Sep 2023 19:09:51 -0000

On episode 90 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO Barry Ritholtz to discuss bond duration, possible outcomes for the US Economy, selling winners vs. adding to losers, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat.

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Is It Too Late for a 401(k)?

Thu, 31 Aug 2023 19:01:59 -0000

On episode 89 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor Jonathan Novy to discuss when to buy bonds, right-sizing an emergency fund, when to buy life insurance, how annuities work, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode. Go to https://www.rocketmoney.com/atc for more info!

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How Do I Stop Stressing About Money?

Thu, 24 Aug 2023 19:01:00 -0000

On episode 88 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss utilizing a HELOC, managing emotions while saving for retirement, selling assets for a downpayment, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat.

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How Do You Know if Your Financial Plan Is Working?

Thu, 17 Aug 2023 18:35:15 -0000

On episode 87 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFA and CFP Blair duQuesney to discuss preparing for inheritances, adjustable rate mortgages, utilizing a reverse mortgage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Tropical Bros for sponsoring this episode! Visit https://tropicalbros.com/products/super-stretch-animal-spirits-hawaiian-shirt to purchase the Animal Spirits X Tropical Bros Hawaiian shirt before they sell out!

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Am I Saving Too Much?

Thu, 10 Aug 2023 18:44:12 -0000

On episode 86 of Ask The Compound, Ben Carlson and Duncan Hill are joined by a crew of Compound contributors to discuss starting a podcast, optimal savings rates, paying taxes now vs in the future, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat.

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Should I Own a Rental Property?

Thu, 03 Aug 2023 18:45:39 -0000

On episode 85 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Financial Officer and CFP Bill Sweet to discuss houses vs. ETFs, GASP Roth vs. Traditional 401(k)s, and how to account for pension income as an asset class. Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Future Proof for sponsoring this episode! Secure your ticket at https://futureproof.advisorcircle.com/ before the August 15th deadline!

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How Much Do You Need to Retire Early?

Thu, 27 Jul 2023 18:31:54 -0000

On episode 84 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Nick Sapienza to discuss if the market is rigged, utilizing the 4% rule, paying down debt vs investing, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order.

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Why Is Market Timing So Appealing?

Thu, 20 Jul 2023 18:47:00 -0000

On episode 83 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Social Leverage Partner Phil Pearlman and RWM CEO Josh Brown to discuss budgeting, why lump summing can be so hard, investing in Small Caps, automating your health, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Secure your Future Proof ticket before the August 15th deadline at: https://futureproof.advisorcircle.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/Fr84hejNq6k

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Josh Brown, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Do You Invest 100% Of Your Money in Stocks?

Thu, 13 Jul 2023 19:30:00 -0000

On episode 82 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Doug Boneparth, Founder of Bonefide Wealth to discuss determining asset allocation, financial planning for young people, budgeting for employee stock option plans, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order.

🎥 Watch this episode on YouTube: https://youtube.com/live/RH2h7KfZeJQ

👕 Check out The Compound shop: https://www.idontshop.com

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is This the Worst Time Ever to Buy a Home?

Thu, 29 Jun 2023 18:41:20 -0000

On episode 81 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business Host Barry Ritholtz to discuss what debt to pay off first, if we are in a new housing bubble, investing in corporate bonds vs government bonds, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order.

🎥 Watch this episode on YouTube: https://youtube.com/live/LWI2g2UDWAY

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Barry Ritholtz, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Will Stock Returns Be Lower Going Forward?

Thu, 22 Jun 2023 18:47:00 -0000

On episode 80 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Financial Officer Bill Sweet to discuss target date fund underperformance, whether Bill is wrong about the power of Roth IRAs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Visit futureproof.advisorcircle.com to get your ticket and book your hotel before the August 15th deadline. Qualifying advisors go free, or get $200 off at futureproof.advisorcircle.com/downtown!

🎥 Watch this episode on YouTube: https://youtube.com/live/ltchr6xzBmc

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s the Best Strategy for Selling Stocks?

Thu, 15 Jun 2023 19:18:00 -0000

On episode 79 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM COO and Data Wizard Nick Maggiulli to discuss putting cash to work, when to borrow money, optimizing retirement distributions, data on the S&P 500s historic yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to our friends at Birddogs for sponsoring this episode! Get a free Yeti style tumbler with every order using the following link: http://birddogs.com/atc

🎥 Watch this episode on YouTube: https://youtube.com/live/dYVAwTrlWp8

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Nick Maggiulli, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

I Sold My Stocks. What Now?

Thu, 08 Jun 2023 19:44:00 -0000

On episode 78 of Ask The Compound, Ben Carlson and Duncan Hill are joined by ATC’s all-time leader in appearances - Bill Sweet, to discuss timing your asset reallocations, pros and cons to rebalancing, inter-family asset transfer tax consequences, retirement tax planning, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Foundation Source for sponsoring this episode. Go to https://info.foundationsource.com/xm-philanthropic-personality to see what segment best describes your goals and how Foundation Source can help.

🎥 Watch this episode on YouTube: https://youtube.com/live/Yk4Pz9qYydk

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

How Much Money Do You Need to Save?

Thu, 01 Jun 2023 19:55:00 -0000

On episode 77 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ross Cohen to discuss retirement goal setting, when to spend and when to save, finding the highest yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to our friends at Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc

🎥 Watch this episode on YouTube: https://youtube.com/live/X6XfBWPEpnI

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Ross Cohen, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is International Diversification Worth It?

Thu, 25 May 2023 19:06:00 -0000

On episode 76 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ben Coulthard to discuss home ownership planning, savings accounts vs money market accounts, pre-paying mortgages, when to get an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc

🎥 Watch this episode on YouTube: https://youtube.com/live/7oCMn_pEUho

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Ben Coulthard, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the U.S. Government Defaults?

Thu, 18 May 2023 18:33:00 -0000

On episode 75 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFP and Advisor Alex Palumbo to discuss government defaults, basic personal finance tips, tax planning for retirement, employee stock allocation, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc

🎥 Watch this episode on YouTube: https://youtube.com/live/3flSZvRZi8g

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Alex Palumbo, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s the Biggest Financial Bubble of All-Time?

Thu, 11 May 2023 18:53:00 -0000

On episode 74 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss asset allocation, saving for a house, tax efficient rollovers, tax loss harvesting, and much more! Submit your questions to askthecompoundshow@gmail.com!

For more information on Future Proof, visit: https://futureproof.advisorcircle.com/

🎥 Watch this episode on YouTube: https://youtube.com/live/3flSZvRZi8g

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Kevin Young, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the Bear Market Over?

Thu, 04 May 2023 18:43:00 -0000

On episode 73 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss loan prepayments, bear market exhaustion, spending v saving, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Enter promo code "DUNCAN" and get a free Yeti style tumbler with every order: http://birddogs.com/duncan

🎥 Watch this episode on YouTube: https://youtube.com/live/3flSZvRZi8g

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Kevin Young, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Am I Spending Too Much?

Thu, 27 Apr 2023 18:50:00 -0000

On episode 72 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss college savings, the correlation between yields and multiples, life insurance planning, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Enter promo code "BENPR" and get a free Yeti style tumbler with every order:

https://www.birddogs.com/collections/shorts?utm_source=youtube&utm_medium=influencer&utm_campaign=portfoliorescue2&influencerId=portfoliorescue2-youtube

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Kevin Young, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

How Do I Max Out My Roth IRA?

Thu, 20 Apr 2023 19:48:00 -0000

On episode 71 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss funding a start-up, dividend investing, Backdoor Roths v SERPs, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Should I Pay Off My Mortgage or Invest in Stocks?

Thu, 13 Apr 2023 18:42:00 -0000

On episode 70 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and Estate Specialist Taylor Hollis to discuss selling company stock, saving taxes with trusts, saving for a down payment, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Birddogs for sponsoring this episode! Enter promo code "RESCUE" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/pants?utm_source=youtube&utm_medium=influencer&utm_campaign=portfoliorescue

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Taylor Hollis, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Will AI Replace Financial Advisors?

Thu, 30 Mar 2023 19:01:00 -0000

On episode 69 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business host Barry Ritholtz to discuss when things get priced in, why banks get bailed out, how to get started in content, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Barry Ritholtz, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Are We Done With High Inflation?

Thu, 23 Mar 2023 18:44:00 -0000

On episode 68 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss savings rates, buying government bonds, cash management, downsides to a backdoor Roth, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is My Money Safe?

Thu, 16 Mar 2023 18:42:00 -0000

On episode 67 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Veteran Josh Brown to discuss if Twitter caused a bank run, what happens if a brokerage fails, where to keep an emergency fund, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Josh Brown, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Should I Invest in Real Estate instead of my 401(k)?

Thu, 09 Mar 2023 19:53:00 -0000

On episode 66 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFA Blair duQuesnay to discuss how much to spend on a wedding, how a backtest works, taking out a 401K loan, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Blair duQuesnay, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Should I Put Riskier Stocks in my Roth IRA?

Thu, 02 Mar 2023 19:53:00 -0000

On episode 65 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax superstar Bill Sweet to discuss short-term vs long-term bonds, investing in farmland, getting out of concentrated stock positions, utilizing a Roth IRA, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Are Covered Calls a Replacement for Bonds?

Thu, 23 Feb 2023 20:56:00 -0000

On episode 64 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and the Blogfather, Barry Ritholtz, to discuss saving for a down payment, using option writing strategies, US population demographics and valuation, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

This episode is sponsored by Liftoff. Visit https://liftoffinvest.com/ to learn more.

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Barry Ritholtz, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is a Backdoor Roth IRA Worth the Hassle?

Thu, 09 Feb 2023 19:51:00 -0000

On episode 63 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO, Tax Ninja, and PR all-time-leading contributor Bill Sweet, to discuss how to invest in bonds, RMD calculations, the new Roth rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

This episode is sponsored by Liftoff. Visit https://liftoffinvest.com/ to learn more.

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Does the Debt Ceiling Matter to the Market?

Thu, 02 Feb 2023 19:48:00 -0000

On episode 62 of Portfolio Rescue, Ben Carlson, and Duncan Hill are joined by RWM Advisor and CFP, Kevin Young, to discuss US Government default risk, inverted yield curves, safeguarding your financial plan, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

This episode is sponsored by Liftoff. Visit https://liftoffinvest.com/ to learn more.

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Kevin Young, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Whole Life Insurance Ever Worth It?

Thu, 26 Jan 2023 20:15:00 -0000

On episode 61 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and Insurance Specialist, Jonathan Novy, to discuss if the stock market can go up forever, when life insurance makes sense, starting an investment account for a child, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

To learn more about Future Proof, check out: https://futureproof.advisorcircle.com/

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Jonothan Novy, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is It Crazy to Be 100% Invested in Stocks?

Thu, 19 Jan 2023 19:47:00 -0000

On episode 60 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Tax Ninja and PR favorite - Bill Sweet to discuss if being invested in 100% stocks is crazy, when to retire, when to do backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

To learn more about Future Proof, check out: https://futureproof.advisorcircle.com/

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

How Much Do Dividends Matter to the Stock Market?

Thu, 12 Jan 2023 19:56:00 -0000

On episode 59 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Tax Specialist, CPA, and CFP, Bill Artzerounian, to discuss reinvesting dividends, saving money through tax returns, when you should hire an accountant, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Today's podcast is presented by Liftoff® (liftoffinvest.com), an automated investment advisory service that is powered by Betterment. Liftoff® is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary.

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Artzerounian, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Why Should I Invest in the Stock Market?

Thu, 05 Jan 2023 20:39:00 -0000

On episode 58 of Portfolio Rescue, Ben Carlson and Duncan Hill discuss deflation, if the stock market is a Ponzi Scheme, what to do with emergency fund cash, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What's the Market Going to Do in 2023?

Thu, 22 Dec 2022 19:21:00 -0000

On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

This episode is sponsored by KraneShares. Visit https://kraneshares.com/ to learn more.

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Will Baby Boomers Crash the Stock Market?

Thu, 15 Dec 2022 19:59:00 -0000

On episode 56 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss what to do with extra cash, the difference between publicly traded and non-traded REITs, generational selling pressure, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

This episode is sponsored by KraneShares. Visit https://kraneshares.com/ to learn more.

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Josh Brown, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Why Is the Bond Market Screaming Recession?

Thu, 08 Dec 2022 20:39:00 -0000

On episode 55 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Alex Palumbo, to discuss leverage in real estate, why the yield curve is inverted, withdrawing a 401K, offsetting capital gains, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

🚜 This episode is sponsored by AcreTrader. Learn more about investing in farmland at: https://acretrader.com/learn

See disclosures at: https://acretrader.com/company/terms

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Alex Palumbo, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is Real Estate a Better Investment Than the Stock Market?

Thu, 01 Dec 2022 19:44:00 -0000

On episode 54 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Super-Star, Bill Sweet, to discuss leverage in real estate, why the yield curve is inverted, early retirement, tax-loss harvesting, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Should You Invest for Your Kids?

Thu, 17 Nov 2022 22:22:00 -0000

On episode 53 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Kevin Young to discuss investing in bonds as a young person, what to do with monthly allowances, life expectancy and retirement planning, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Kevin Young, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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When Should You Sell Your Beaten-Down Stocks?

Thu, 10 Nov 2022 20:08:00 -0000

On episode 52 of Portfolio Rescue, Ben Carlson is joined by RWM CFO and the taxman himself, Bill Sweet, to discuss SPAC losses, losing to inflation by investing under your mattress, and stock-picking companies you haven’t heard of. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

👕 Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

When Should Your Asset Allocation Change?

Thu, 03 Nov 2022 18:55:21 -0000

On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, real returns for bonds, I-bonds, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Blair DuQuesnay, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

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What’s a Better Buy Right Now - Stocks or Bonds?

Thu, 27 Oct 2022 18:58:00 -0000

On episode 50 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by CFP and Tax Specialist Bill Sweet, to discuss if or when to lower your contributions to a 401k, how to plan for future tax rates, the wash sale rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary.

Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What Is the Fed Doing?

Thu, 20 Oct 2022 16:53:00 -0000

On episode 49 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Cullen Roche, Author of Pragmatic Capitalism and Founder of Discipline Funds to discuss if the Fed is making a mistake, the consequences of 7% mortgage rates, how Ben and Cullen would run the Fed, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Michael Batnick, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s the Worst Case Scenario for Stocks?

Thu, 13 Oct 2022 16:41:00 -0000

On episode 48 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor, CFP, and Higher-Education Specialist Tony Isola to discuss buying your first house, where to start with FAFSA, 529 contributions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Michael Batnick, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Should I Buy a House Right Now?

Thu, 06 Oct 2022 17:22:00 -0000

On episode 47 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Animal Spirits co-host Michael Batnick to discuss timing the bond market, Michael's pitch for muni bonds, whether or not to buy a home in this environment, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Michael Batnick, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s the Best Inflation Hedge Right Now?

Thu, 29 Sep 2022 17:23:00 -0000

On episode 46 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting the fed funds rate on the blockchain, building an emergency fund, pension tax planning, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Are All Bear Markets Like This?

Thu, 22 Sep 2022 16:51:03 -0000

On episode 45 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Taylor Hollis, trust and estate specialist, CFP, and CFA to discuss going mortgage-free, writing covered calls, when to set up a trust or estate, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Taylor Hollis, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Do Young People Need a Financial Advisor?

Thu, 15 Sep 2022 18:32:00 -0000

On episode 44 of Portfolio Rescue, Ben Carlson and Duncan Hill discuss tips for people living in high-cost areas, low-cost indexing vs paying for an advisor, when it makes sense to pay down debt early, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Much Should You Save in Your 30s?

Thu, 08 Sep 2022 17:30:00 -0000

On episode 43 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor, Joey Fishman, to discuss savings accounts vs short-term bonds, Restricted Stock Units (RSU), exercising startup shares, maxing out I bonds, and much more! Send your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Joey Fishman, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Do You Minimize Taxes in Retirement?

Thu, 01 Sep 2022 16:58:00 -0000

On episode 42 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and Tax Specialist Bill Sweet to discuss downgrading to one income, prepaying for college, optimizing unrealized capital losses, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How should I Invest in My 20s?

Thu, 25 Aug 2022 16:50:00 -0000

On episode 41 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CEO Josh Brown to discuss inflation-linked bonds, diversifying fixed income exposure, prospecting for younger clients as a financial advisor, selling or HODLing, allocating to bonds as a young person, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Josh Brown, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Should I Invest an Inheritance?

Thu, 18 Aug 2022 16:56:00 -0000

On episode 40 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by the podfather himself, Ritholtz Wealth CIO Barry Ritholtz! We discuss investing a lump sum, investing for dependents, dealing with low rate assets, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Barry Ritholtz, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Does a Bear Market End?

Thu, 11 Aug 2022 16:48:00 -0000

On episode 39 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth tax specialist Bill Artzerounian to discuss savings rates, coping with a big stock market loss, when a bear market is technically over, reducing taxable income, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is Real Estate the Best Inflation Hedge?

Thu, 28 Jul 2022 17:15:00 -0000

On episode 38 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax specialist Bill Sweet to discuss what asset class outperforms during rising inflation, when to take profits, backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is Wealth Destroyed or Reallocated During a Bear Market?

Thu, 21 Jul 2022 17:36:00 -0000

On episode 37 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisor and CFP Alex Palumbo to discuss if wealth is destroyed or allocated, changing risk tolerances, a $200k wedding gift, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Alex Palumbo, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Buy Quickly and Sell Slowly

Thu, 14 Jul 2022 17:42:00 -0000

On episode 36 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM COO and Data Specialist, Nick Maggiulli, to discuss planning for a home purchase, when to ditch the 401(k) match, the 4% rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Nick Maggiulli, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s the Safest Thing to Buy During a Bear Market?

Thu, 07 Jul 2022 16:47:00 -0000

On episode 35 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz CFO and tax specialist, Bill Sweet to discuss: what to buy in a bear market, investing vs paying off a 401(k) loan, robo advisors vs target date funds, and more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s the Best Travel Credit Card?

Thu, 30 Jun 2022 17:22:00 -0000

On episode 34 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Chris Hutchins to talk credit card points and travel tips! Chris is a life hacker, financial optimizer, and host of the All the Hacks podcast! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is It Time to Sell Bonds?

Thu, 23 Jun 2022 16:59:00 -0000

On episode 33 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Director of Corporate Retirement Planning, Dan LaRosa, to discuss paying down debt, bond allocations, saving for a move, and tough 401K situations!! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Dan LaRosa, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Can I Hedge Falling Housing Prices?

Thu, 16 Jun 2022 16:56:00 -0000

On episode 32 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor, Ben Coulthard to discuss hedging the price of your home, de-risking your portfolio, the New Zealand housing market, investing in international stocks, and bear market allocations! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Ben Coulthard, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What’s More Important: Saving or Investing?

Thu, 09 Jun 2022 16:55:00 -0000

On episode 31 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Tax Manager, Bill Artzerounian to discuss helping dad with his finances, how to invest in an HSA, when to lower international exposure, benefits of REITs vs directly owning real estate rentals, and mega backdoor Roths! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Artzerounian, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Does Compounding Work in a Bear Market?

Thu, 02 Jun 2022 16:46:00 -0000

On episode 30 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Taylor Hollis to discuss how to get started writing, how compounding works in a down market, when to adjust your risk tolerance, and how to take advantage of an employee stock purchase plan. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Taylor Hollis, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Do I Buy During a Bear Market?

Thu, 26 May 2022 16:58:00 -0000

On episode 29 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Blair duQuesnay to discuss lump sum investing, hedging, being opportunistic in a bear market, and what to do with cash on the sidelines. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Blair duQuesnay, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Do I Max Out My Retirement Accounts?

Thu, 19 May 2022 17:42:00 -0000

On episode 28 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax expert Bill Sweet! Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How to Survive a Bear Market

Thu, 12 May 2022 17:07:00 -0000

On episode 27 of Portfolio Rescue, Ben and Duncan are joined by Barry Ritholtz! Barry is the host of the Masters in Business podcast and Chairman and CIO of Ritholtz Wealth Management. Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Barry Ritholtz, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Is 75/25 the New 60/40?

Thu, 05 May 2022 16:53:00 -0000

Welcome to Portfolio Rescue episode 26! On this episode, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss moving from individual stocks to ETFs, rental properties, portfolio weighting, 401(k) contributions, and much more! Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Kevin Young, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by Ben and guests are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Why Does the Stock Market Go Up?

Wed, 27 Apr 2022 16:53:00 -0000

Welcome to Portfolio Rescue episode 25! On this episode, Ben and Duncan are joined by financial educator and author Brian Feroldi to discuss the stock market, dollar-cost averaging, student loans, inflation, and much more! Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by Ben and guests are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Should I Average Down on Losing Investments?

Thu, 21 Apr 2022 16:58:00 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben and Duncan are joined by Ritholtz Wealth COO and data expert, Nick Maggiulli to discuss the yield curve, the right amount of risk for IRAs, averaging down on losing stocks, and much more! Submit your questions to askthecompoundshow@gmail.com!

Pick up a copy of Nick's new book, Just Keep Buying.

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Barry Ritholtz, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How do Series I Savings Bonds Work?

Thu, 14 Apr 2022 17:07:00 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 23, Ben and Duncan are joined by Ritholtz advisor, Ben Coulthard to discuss: series I savings bonds, when it's okay to splurge, how target date funds work, and much more! Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Ben Coulthard, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Should I Pay Down Student Loans or Invest in the Market?

Thu, 07 Apr 2022 18:12:00 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz advisor, Matt Lohrius to discuss: rising interest rates, paying off a mortgage early, questions to ask a financial advisor, and more! Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Matt Lohrius, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Much of My Net Worth Should I Use for a Down Payment?

Thu, 31 Mar 2022 17:54:00 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz tax expert, Bill Sweet to discuss: how much to put down as a first-time homebuyer, taxes for investors, UTMAs, HSAs, and more! Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Do I Hedge Against Stagflation?

Thu, 24 Mar 2022 21:06:00 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode Ben and Duncan are joined by Ritholtz advisor, Taylor Hollis to discuss: stagflation, automating your accounts, establishing a living trust, and Donor-Advised Funds. Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Taylor Hollis, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Prepare for a Recession

Thu, 17 Mar 2022 19:04:00 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ritholtz Wealth tax expert Bill Artzerounian joins Ben and Duncan to discuss: preparing for a recession, how down markets can be a positive for investors, tax strategy, tax-loss harvesting, and more! Submit your questions to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Artzerounian, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Are We Heading For a Recession?

Thu, 10 Mar 2022 18:31:00 -0000

On episode 18 of Portfolio Rescue, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss: inflation, prospects of a recession, SBLOCs, and where to invest a bunch of cash right now. Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Kevin Young, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Should I Invest if I Have a Low Risk Tolerance?

Thu, 03 Mar 2022 18:56:00 -0000

On episode 17 of Portfolio Rescue, Ben Carlson is joined by Barry Ritholtz to discuss how aging investors might impact the market, lessons on investing, starting your own blog, and much more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

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The Psychology of a Sell-Off

Thu, 24 Feb 2022 23:09:00 -0000

On episode 16 of Portfolio Rescue, Ben Carlson is joined by Bill Sweet to discuss: the sell-off, crypto taxes, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Get your own Compound gear: https://idontshop.com/

See a complete list of disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

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How Much Do I Need For a Down Payment?

Thu, 17 Feb 2022 17:16:00 -0000

On episode 15 of Portfolio Rescue, Ben Carlson is joined by Blair duQuesnay to discuss: stablecoins, saving for a down payment, what to do with an IPO windfall, and 529 drawdown strategies. Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Get your own Compound gear: https://idontshop.com/

See a complete list of disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

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Should I Let My Winners Ride?

Fri, 11 Feb 2022 22:07:00 -0000

Welcome to episode 14 of Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show (recorded 2/3/2022), Ritholtz Advisor Kris Venne joins Ben Carlson to discuss the following questions: should I let my winners ride, is buying a rental property with my 401k a bad idea, am I taking too much risk, and should I treat my pension like the bond portion of my retirement portfolio? Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Get your own Compound gear: https://idontshop.com/

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

See a complete list of disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

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Investing is a Problem-Solving Exercise

Tue, 01 Feb 2022 17:35:42 -0000

"This is what makes investing so fascinating. Markets cycle, but no two cycles are identical. The world changes, technology advances, information travels at the speed of light. It is dynamic." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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How Often Does the Stock Market Crash?

Sat, 22 Jan 2022 10:01:37 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben Carlson is joined by Tony Isola (https://tonyisola.com) to discuss market crashes, diversification, saving for college, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Hosted on Acast. See acast.com/privacy for more information.

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Inflation and the Elephant

Thu, 20 Jan 2022 19:50:07 -0000

"One’s analysis and expectations about inflation can be too narrow, highly dependent upon the aspect of CPI data you choose to focus upon, the priors you bring to those observations, and (therefore) what it is you see in various prices." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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When Should I Sell a Stock That’s Down?

Sat, 15 Jan 2022 12:01:52 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben Carlson is joined by Ritholtz's own Nick Maggiulli (https://ofdollarsanddata.com/) to answer questions on when to sell a stock that's down, lump sum vs dollar-cost averaging, leveraged ETFs, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Living Through a Crash

Fri, 14 Jan 2022 22:33:25 -0000

"Bull markets have a tendency to run much further and longer than even the most optimistic investors expect." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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What is the Buffett Indicator Telling Us About Stocks?

Fri, 07 Jan 2022 21:01:14 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show Ben Carlson is joined by Ritholtz advisor, Blair duQuesnay to answer questions about the Buffett Indicator, buying/leasing a car, when to hire a financial advisor or accountant, taking out a 401k loan, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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What Does Equal Weight S&P 500 Say About Top 5 Stocks?

Mon, 03 Jan 2022 20:04:19 -0000

"When you hear people say it’s only 5 stocks driving the market, it is because they have not looked at actual market data, specific S&P sectors, or even something as simple as the equal-weighted S&P index." -Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Could Crypto Kill the Stock Market?

Thu, 30 Dec 2021 18:08:24 -0000

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show Ben Carlson is joined by Ritholtz advisor and insurance expert, Jonathan Novy to answer questions about crypto's impact on the market, selling off an impressive Magic the Gathering collection, finding your way as a young financial advisor, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Hosted on Acast. See acast.com/privacy for more information.

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7 Trends in Car Markets

Mon, 27 Dec 2021 17:24:50 -0000

"Car purchasing has been changed by the pandemic for the better and it is likely permanent; expect car buying in the future to look nothing like the past." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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What Makes a Community Attractive?

Thu, 23 Dec 2021 12:46:13 -0000

"Public space fosters a stronger sense of community, shows evidence of civic planning (as opposed to merely maxing out land sales to developers). It creates space for recreation, reduces density, and generally impacts towns in positive ways." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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How Do I Avoid Big Losers in the Stock Market?

Tue, 14 Dec 2021 19:16:10 -0000

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (12/2 air date), Ben is joined by Downtown Josh Brown to answer viewer questions on: when to take out a mortgage vs pay cash, how much inheritance to leave your kids, how many stocks is too many (even for a 17-year-old), and how to know when a stock has peaked for good. Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

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Survivorship Bias, Legos Edition

Mon, 13 Dec 2021 22:32:10 -0000

"The survivorship bias crew has the unfortunate tendency is to over-emphasize big winners while simultaneously excluding big losers." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Stop Listening to Pundits

Thu, 09 Dec 2021 21:48:05 -0000

"Pundits come into and out of fashion like, well fashion. Hemlines rise and fall, colors come in and go out of favor, styles change. The clothing industry changes fashion to drive consumers to make new purchases to refresh their wardrobes. The media sees the rise and fall of specific Pundits for the same reason: There is always a need for fresh meat to feed the daily beast." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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It’s the Most Forecasty Time of the Year

Wed, 08 Dec 2021 11:00:19 -0000

"The future is always uncertain. Whenever you hear this phrase, you should automatically translate it into: “We are really nervous about what might happen.” Discussions about “Uncertainty” are far more revealing about the speaker than they are about the future" - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Corrections, Retracements, Crashes & Dips

Tue, 07 Dec 2021 19:48:29 -0000

"The NBER has a formal definition of “Recession,” but there are no similar definitions for any of the above phrases for market action. Indeed, that entire colorful list is squishy and imprecise." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Why You Shouldn't Max Out Your 401k

Mon, 29 Nov 2021 22:31:05 -0000

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (11/18 air date), Ben is joined by Nick Maggiulli to discuss navigating the housing market, why you might not want to max out your 401k, investing for your children, the smart way to spend money, and more! Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!

Check out The Compound shop: https://www.idontshop.com

Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Hosted on Acast. See acast.com/privacy for more information.

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Structural or Transitory?

Wed, 24 Nov 2021 15:05:18 -0000

"Prices have risen in many areas, and the question is whether the annualized rate of increase will stay high, or fall back to normal, from these elevated levels. I suspect we are two-thirds through a reset in prices, many of which will prove sticky, but are unlikely to continue at these elevated rates of change." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Who Is Quitting and Why?

Mon, 22 Nov 2021 21:51:07 -0000

"Instead of gradually raising the minimum wage over time nationally, first to $10, then $12, and putting it on a path towards $15, we have seen the pressure build for years . . . then during the pandemic lockdown, we experienced an 18 month period when low-wage workers reconsidered their careers. The dam broke, the results being both a sudden spike in wages and a shortage of workers." - Barry Ritholtz

For more visit: The Big Picture

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Long Time Coming

Fri, 19 Nov 2021 21:42:41 -0000

"The current state of affairs has been a long time coming. Our instinct is to do something (anything!) to stop the short-term pain.But the reality is that the worst of it will work itself out over time. This too shall pass." - Barry Ritholtz

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Where Should I Save For My Down Payment?

Mon, 15 Nov 2021 23:39:47 -0000

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (11/4 air date), Ben is joined by Blair duQuesnay to discuss saving for a downpayment, portfolio allocation, ESOPs, and more! Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!

Check out The Compound shop: https://www.idontshop.com

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Should I Invest in Rental Properties?

Fri, 12 Nov 2021 20:31:43 -0000

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On the inaugural episode (10/28 air date), Ben is joined by Bill Sweet to discuss risk tolerance, investing in real estate, and what to do after you've maxed out contributions to your Roth IRA. Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!

Check out The Compound shop: https://www.idontshop.com

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How We Experience Time

Fri, 12 Nov 2021 02:48:04 -0000

"Day after day, an endless firehose of news and punditry and data and noise. All of which, not coincidentally, actually confirm the original thesis that inflation caused by disrupted supply chains and vaccinated post-pandemic reopening would send prices spiking before they fell back to normal." - Barry Ritholtz

For more visit: The Big Picture

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Productivity Is Offsetting Wage Gains

Wed, 10 Nov 2021 19:36:33 -0000

"Said differently: Supply chain price increases tend to be temporary, but productivity gains stick around." - Barry Ritholtz

For more visit: The Big Picture

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In Praise of Profits with Ed Yardeni

Tue, 09 Nov 2021 21:26:22 -0000

Joshua Brown and Ben Carlson were joined on a special edition of Live From The Compound by Ed Yardeni of Yardeni Research to talk about his new book In Praise of Profits!

For more visit: YouTube

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We’re Already at Dow 54,452

Sat, 06 Nov 2021 21:12:34 -0000

"It is truly astonishing how many of the things we take for granted are simply untrue. Much of our investment beliefs (indeed, our lives) are based on thinking things that turn out to be either unproven or outright false." - Barry Ritholtz

For more visit: The Big Picture

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Stagflation LOL

Wed, 03 Nov 2021 13:21:13 -0000

"I am genuinely perplexed every time I hear someone compare the current circumstances of employment and prices to the stagflation era of the 1970s." - Barry Ritholtz

For more visit: The Big Picture

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How News Looks When It's Old

Tue, 02 Nov 2021 18:33:35 -0000

"The Zeitgeist passes, but the shrieking headlines remain. Is it any wonder that investors can get confused?" - Barry Ritholtz

For more visit: The Big Picture

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Risking, Fast and Slow

Thu, 28 Oct 2021 19:15:08 -0000

"The simplest analogy to differentiate between fast risk and slow risk is heroin vs. cigarettes. Heroin is fast risk. Cigarettes are slow risk. Heroin tends to kill people quickly (especially in the event of an overdose), while cigarettes tend to kill people slowly." - Nick Maggiulli

For more visit: Of Dollars and Data

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The Confusing State of Inflation Inputs

Tue, 26 Oct 2021 18:39:10 -0000

"I am not blasé about inflation risks, and I can see where reasonable people can disagree. But on balance, we must consider the totality of the circumstances." - Barry Ritholtz

For more visit: The Big Picture

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Radically Changing Labor Market

Mon, 11 Oct 2021 16:22:17 -0000

"These days, the labor market is even more unusually dynamic than typical. It is not an exaggeration to suggest it is in the midst of a radical transformation." - Barry Ritholtz

For more visit: The Big Picture

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Gradually, Then Suddenly

Mon, 04 Oct 2021 20:12:12 -0000

"You probably have not realized we are in a golden age of innovation for investors and financial transactions. All of these little changes over 50 years are hardly noticeable. But your grandfather at 25-years old would not recognize what a bank is today; he probably would not understand your brokerage account or portfolio. It is so futuristic as to be nearly alien." - Barry Ritholtz

For more visit: The Big Picture

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One-Sided Markets

Fri, 01 Oct 2021 22:38:45 -0000

"A one-sided market leads people to engage in increasingly risky behavior (rather than throttling back). This is what I call the earthquake insurance problem: After a big temblor, earthquake insurance sales spike — just as the odds of another quake go down precipitously." - Barry Ritholtz

For more visit: The Big Picture

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Misunderstanding Narratives: The Hero’s Journey

Mon, 27 Sep 2021 21:24:43 -0000

"A snapshot of the economy at any given moment reveals billions of transactions, each with endless decisions behind them. Try as you will, it is all but impossible to find that one crucial decision that led to an epic crash or systemic failure." - Barry Ritholtz

For more visit: The Big Picture

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What If Things Go Right?

Fri, 24 Sep 2021 18:42:27 -0000

"There are plenty of worst-case scenarios to consider if that is your preferred poison. Evolution has primed your brain to identify possible threats to your survival, hence our focus on the negative. But suppress that inherent bias for a few moments to try a simple thought experiment of inversion." - Barry Ritholtz

For more visit: The Big Picture

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Abundance & Scarcity: The Enemies of Appreciation

Wed, 22 Sep 2021 17:47:32 -0000

"The good thing is no one has life completely figured out. There are workaholics who have miserable personal lives. There are people with great social lives who hate their job. People who take too much risk put themselves in the position to lose it all someday. People who don’t take enough risk are missing out on the joys of compounding." - Ben Carlson

For more visit: A Wealth of Common Sense

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Lessons from Our Origin Story

Mon, 20 Sep 2021 18:35:49 -0000

"This week was the 8th anniversary of RWM’s launch. This time of year usually leads me to think about the circumstances surrounding our beginning." - Barry Ritholtz

For more visit: The Big Picture

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Boring is Beautiful

Mon, 20 Sep 2021 15:23:44 -0000

"Compound returns are the 9th Wonder of the World. I truly believe that. But they take time, an entire lifetime, to become a wonder. The path along the way is boring on most days. I liken it to watching paint dry. It seems like nothing is happening and the market is going sideways." - Blair duQuesnay

For more visit: The Belle Curve

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The 4 Financial Plotlines

Fri, 10 Sep 2021 14:22:56 -0000

"As a consumer of news and entertainment, I cannot help but notice the similarity between various storylines that seem to get told again and again. It is especially true in the world of finance, where the combination of vast sums of money and basic human emotions lead to the same plots repeating." - Barry Ritholtz

For more visit: The Big Picture

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What Else Would You Call It?

Wed, 08 Sep 2021 14:15:12 -0000

In this special episode of The Goldmine you can hear Ritholtz Wealth Management CEO Joshua Brown talk about the firm's recent 'renaissance.'

For more visit: The Reformed Broker

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My Worst Trades

Tue, 07 Sep 2021 17:58:42 -0000

"In a career filled with other bad trades, missed opportunities and judgment errors, some decisions stand out, not just for the lost money, but for the lessons learned." - Barry Ritholtz

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Fight the FOMO

Tue, 31 Aug 2021 19:18:14 -0000

"The moves that we’re seeing are absolutely mind-bending and are creating an unquantifiable amount of FOMO. If this is weighing on you, you are not alone." - Michael Batnick

For more visit: The Irrelevant Investor

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Wisdom I Wish I Knew 30 Years Ago

Tue, 31 Aug 2021 18:46:42 -0000

"Build your skillstack: Just because you finished your formal education does not mean you are finished learning. Education truly begins when you start working in the real world." - Barry Ritholtz

For more visit: The Big Picture

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The Carrot and the Stick

Tue, 24 Aug 2021 17:55:40 -0000

"Which incentive is more powerful – The Carrot or The Stick? Any parent of a three-year-old can tell you that both are necessary. The trick is to find the right balance between the two." - Blair duQuesnay

For more visit: The Belle Curve

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Missing: Corporate Leadership on Vaccines

Mon, 23 Aug 2021 18:43:34 -0000

"If for no other reason than self-interest, it’s time for Corporate America to step up its Vax game – and fast. More than their new hires, companies need to get their customers, aka the public, vaccinated. " - Barry Ritholtz

For more visit: The Big Picture

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How Much Have Americans Increased their Homes’ Values?

Fri, 20 Aug 2021 19:56:03 -0000

"Not counting supply-constrained price increases or ordinary inflation, how much has the value of the real estate in the U.S. been increased due to our massive, nationwide renovation/addition/expansion mania?" - Barry Ritholtz

For more visit: The Big Picture

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Context Matters: Time Frames

Wed, 18 Aug 2021 15:53:50 -0000

"As of this week, the returns on the broad SPX index are up about 100% off of those same lows. This doubling is catnip to many, the kind of clickbait that cannot be ignored." - Barry Ritholtz

For more visit: The Big Picture

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How Much is the Rule of Law Worth to Markets?

Thu, 12 Aug 2021 18:47:48 -0000

"There is a real possibility that China will soon be uninvestable to outsiders." - Barry Ritholtz

For more visit: The Big Picture

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How Everybody Miscalculated Housing Demand

Wed, 11 Aug 2021 14:28:48 -0000

"Sure, the pandemic sent lots of urbanites out looking for a place in the ‘burbs or a vacation property where they could WFH. But the underlying structural conditions for a massive supply shock were decades in the making." - Barry Ritholtz

For more visit: The Big Picture

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Magic Beans

Mon, 09 Aug 2021 16:52:21 -0000

"Imagine the chutzpah it takes to say to yourself that you know definitively what the global economy is going to look like in six months." - Josh Brown

For more visit: The Reformed Broker

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Reduced Competition Costs American Families $5,000/year

Wed, 21 Jul 2021 17:39:00 -0000

"Industry consolidation and market concentration costs the average U.S. family about $5,000 per year, according to Brian Deese, the Director of the White House National Economic Council under President Joe Biden." - Barry Ritholtz

For more visit: The Big Picture

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Why Do We Always Focus on the Bad Stuff?

Sat, 17 Jul 2021 11:57:01 -0000

"Individual investors as a group are now better behaved than they have ever been at any time in history. They pay less in fees, they have more money in index funds and they take advantage of tax-deferred retirement accounts." - Ben Carlson

For more visit: A Wealth of Common Sense

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The Economic Risks from Anti-Vaxxers

Fri, 16 Jul 2021 22:40:42 -0000

"The risk here is we create a two-track economic recovery: A robust recovery for the vaccinated, and a weaker economic recovery for unvaccinated regions." - Barry Ritholtz

For more visit: The Big Picture

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Buying Mortgage Backed Securities is Boomer Stimulus

Wed, 14 Jul 2021 14:37:48 -0000

"I’m starting to think there may be no better form of stimulus for the rest of America than for the Fed to withdraw from the mortgage bond buying they’ve been doing. " - Josh Brown

For more visit: The Reformed Broker

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Unknown Unknowns

Mon, 12 Jul 2021 17:33:23 -0000

"I would argue that humility is the best trait an investor could have. True humility helps us avoid what I call ‘unforced errors’ like having too much conviction about any market prediction." - Blair duQuesnay

For more visit: The Belle Curve

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Top 10 Rules for Money

Thu, 08 Jul 2021 22:14:48 -0000

"This is the most important investment you can make. Educate yourself, develop expertise and add to your professional skill stack." - Barry Ritholtz

For more visit: The Big Picture

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Other People's Money

Fri, 25 Jun 2021 19:26:35 -0000

"Getting comfortable with interest rate risk opens a new frontier for maximizing wealth. It allows investors to manage the timing of tax payments and provides greater flexibility of cash flow." - Blair duQuesnay

For more visit: The Belle Curve

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What If EVERYTHING Is Narrative?

Mon, 21 Jun 2021 16:54:51 -0000

"Hence, the inherent power of storytelling is only part of the picture. Much of a narrative’s influence comes from a plot line’s virality. A good story might persuade you, but a great one can go viral." - Barry Ritholtz

For more visit: The Big Picture

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How To Prepare For a Lengthy Bull Market

Thu, 17 Jun 2021 19:17:24 -0000

"Bull markets can last way longer than you think." - Ben Carlson

For more visit: A Wealth of Common Sense

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Seismic Shift

Tue, 15 Jun 2021 10:00:57 -0000

"Change is happening in the financial markets. Can you feel it? It’s like the ground is shifting beneath my feet. Something new is happening, and maybe, just maybe, this time really is different." - Blair duQuesnay

For more visit: The Belle Curve

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Table Stakes

Mon, 14 Jun 2021 19:35:06 -0000

"WFH is not quite like working for yourself, but it’s very different than 9 to 5 in an office toiling for da boss man. When given an opportunity to choose, many people prefer the former over the latter. Some enough to vote with their feet. " - Barry Ritholtz

For more visit: The Big Picture

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The Inflation Reset

Thu, 03 Jun 2021 10:00:14 -0000

"Lots of current hot inflation calls are often accompanied by aggressive chart crimes. Perhaps the year-over-year measure of prices, from the depth of the Covid collapse to the peak of the re-opening, is the worst of these." - Barry Ritholtz

For more visit: The Big Picture

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The Great Reset

Wed, 02 Jun 2021 18:33:11 -0000

"Pandemic lockdowns are coming to an end in the U.S., and with them, a massive economic recovery has begun. The closest parallel is the post-World War II era. That period created a massive societal “reset” in terms of employment, housing, infrastructure, wages and financial markets — just like now." - Barry Ritholtz

For more visit: The Big Picture

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If You're Still Worried, You Aren't Wealthy

Tue, 01 Jun 2021 18:47:23 -0000

"Being content with what you have is a sure sign that you are living a rich life, in my mind. When you are content, a number doesn't matter as much as your mindset." - Ben Carlson

For more visit: A Wealth of Common Sense

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Cold Calling (finally) Dies

Wed, 26 May 2021 18:03:25 -0000

"Appealing to people’s own greed is a reliable tool to be used against them. In the pre-internet era, Fraud via telephone was how it was done." - Barry Ritholtz

For more visit: The Big Picture

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On The Bright Side

Wed, 19 May 2021 14:49:50 -0000

"The fraud coins are crashing this week. They’re getting hit like the major coins, only much, much harder. Which is as it should be." - Josh Brown

For more visit: The Reformed Broker

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Every Single Time

Fri, 14 May 2021 16:31:48 -0000

"Stocks can go down? How quickly we forget. I am amazed to see investors get spooked every single time." - Blair duQuesnay

For more visit: The Belle Curve

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10 Things You Shouldn't Care About as an Investor

Thu, 06 May 2021 15:04:50 -0000

"There will always be people with more success, prestige, money or accolades than you. Easier said than done, but not worrying about how much money other people are making will save you a lot of unnecessary stress and angst." - Ben Carlson

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The Golden Age of Fraud is Upon Us

Thu, 29 Apr 2021 18:25:41 -0000

"If Charles Ponzi were alive today, I have no doubt that he would be able to raise capital from investors, probably in the form of a SPAC. Many investors would laud him for being a genius as he bilked investors out of millions of dollars." - Ben Carlson

For more visit: A Wealth of Common Sense

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The Case For a Having a Fun Portfolio

Thu, 29 Apr 2021 16:04:46 -0000

"The beauty of a small allocation to a fun bucket within your portfolio is it allows you to scratch an itch, therefore leaving the rest of your portfolio alone." - Ben Carlson

For more visit: A Wealth of Common Sense

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The Greatest Story Ever Told

Thu, 22 Apr 2021 23:35:10 -0000

"How could there be value created from ‘mining’ digits on a computer? Then again, how did paper currency derive value? The value lies in our collective belief and agreement in that value." - Blair duQuesnay

For more visit: The Belle Curve

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New Wealth Comes Along With New Emotions

Wed, 21 Apr 2021 00:43:36 -0000

"The nature of wealth seems to be changing. Not only is wealth inequality higher than in the past. The acquisition of wealth seems to be occurring at a more rapid pace. The idea of the 'millionaire next door' still exists but now seems passé." - Tadas Viskanta

For more visit: Abnormal Returns

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Accessing Losses via Direct Indexing

Fri, 16 Apr 2021 22:02:11 -0000

"Herein lies the huge advantage of direct indexing over ETFs and Mutual Funds: Accessing losers that would otherwise net out to zero." - Barry Ritholtz

For more visit: The Big Picture

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Banks Make A Lot of Money When the Fed + Treasury Outlaw Losses

Wed, 14 Apr 2021 14:13:14 -0000

"It’s a bonanza. Retail bankruptcies didn’t show up. Corporate bankruptcies didn’t show up. Lots of stuff got worked out and renegotiated with the ubiquitous grease of easy money on slathered atop everyone’s palms, although most of the palliative financial treatments of this era occurred via DocuSign rather than physical handshake." - Josh Brown

For more visit: The Reformed Broker

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Leveraging Gifts with Life Insurance

Tue, 13 Apr 2021 18:08:51 -0000

"If done correctly, the life insurance policy pays out a death benefit that is tax free to their children and passes outside of the estate, avoiding estate tax as well. At no out of pocket expense, this family has leveraged ‘small’ annual gifts to provide a legacy to the grandchildren." - Blair duQuesnay

For more visit: The Belle Curve

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Smart Tickets: Creators Capturing Secondary Market Sales

Thu, 08 Apr 2021 22:43:42 -0000

"Bands used to tour to promote their albums, which was how they monetized their created works. Now, they put out an album so they can tour, which is where most of the monetization is today. If they could capture a higher percentage of the gate – including secondary market resales – it could change the economics dramatically." - Barry Ritholtz

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Why This Isn't Another Housing Bubble

Thu, 08 Apr 2021 16:45:51 -0000

"Supply is constrained but not for the reasons you think." - Ben Carlson

For more visit: A Wealth of Common Sense

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Demise of the Dollar?

Tue, 06 Apr 2021 23:47:30 -0000

"Whenever someone starts talking about the dollar, your go to move should be to view the data." - Barry Ritholtz

For more visit: The Big Picture

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Purposeless Capital

Mon, 05 Apr 2021 14:36:05 -0000

"Without a purpose, money is merely an entry in an accounting ledger. But capital tied to a useful purpose has magical powers." - Barry Ritholtz

For more visit: The Big Picture

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Not a Housing Bubble

Thu, 01 Apr 2021 21:33:45 -0000

"In a normal market, it does not take much of a shift to create an imbalance. Housing here is both too little supply and too much demand; these look like temporary issues, not a longer-lasting condition." - Barry Ritholtz

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Bull Market Beset by Too Many Misconceptions

Wed, 31 Mar 2021 11:37:00 -0000

"If ever you needed proof that the day-to-day noise is a boon for traders but the bane of investors, 2020 was it. Had you missed the entire year, and not ever touched your portfolios, you would have been much better off." - Barry Ritholtz

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Everyone is an Investor

Fri, 26 Mar 2021 19:04:00 -0000

"The best deals used to be reserved for the best investors. But as more liquidity entered private markets founders now have other factors to consider." - Michael Batnick

For more visit: The Irrelevant Investor

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The Art of Calling a Market Top

Fri, 26 Mar 2021 13:31:00 -0000

"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember what the great Barton Biggs, Morgan Stanley’s former strategist, said: “Bullish and wrong and clients are angry; bearish and wrong and they fire you.” - Barry Ritholtz

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Non-Compete

Thu, 25 Mar 2021 15:51:00 -0000

"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my own lane. You can have all the rest. How can we be competitors when I don’t want what you want?" - Josh Brown

For more visit: The Reformed Broker

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Tech Bubble or Rotation?

Thu, 25 Mar 2021 15:50:00 -0000

"The key observation here is that behavior among different sectors changes at tops, bottoms and middles. That is true for markets, and it is true for economic cycles as well. For those who see bubbles, I suggest considering the possibility of a rotation." - Barry Ritholtz

For more visit: The Big Picture

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Get Rich versus Stay Rich

Thu, 25 Mar 2021 14:31:00 -0000

"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one priority is to ensure that money is there to meet their goals, when they are ready to spend it." - Blair duQuesnay

For more visit: The Belle Curve

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What's Changed For Now and What's Changed Forever

Mon, 22 Mar 2021 14:03:00 -0000

"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’ve known our whole lives. This doesn’t mean the new way of life will be worse. It may even be better (clean and hygienic!). Either way, it will not be the same." - Josh Brown

For more visit: The Reformed Broker

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Not the Same Internet as the Dotcom Bubble

Fri, 19 Mar 2021 10:00:00 -0000

"This era is fraught with misinformation, driven by social networks that iterate algorithms to expertly manipulate dopamine-driven human behavior. It presents a clear and present danger for investors." - Barry Ritholtz

For more visit: The Big Picture

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Ray Dalio and the Power of Setting Defaults for Optimism

Thu, 18 Mar 2021 14:08:00 -0000

"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty of worries just like the next person, but I have a huge amount of faith in the power of the human spirit to figure things out." - Ben Carlson

For more visit: A Wealth of Common Sense

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Is Measuring Wealth Using A Scorecard A Good Idea?

Thu, 18 Mar 2021 10:00:00 -0000

"Because something is easy to measure doesn’t mean it’s important. In our haste to make life less complicated and predictable, we focus on measurable things. Just because we can." - Tony Isola

For more visit: A Teachable Moment

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Macro Thinking

Tue, 16 Mar 2021 21:09:00 -0000

"You have to keep your head down when investors get manic over shiny objects. From Bitcoin, to GameStop, to NFTs, I would be slaughtered trying to speculate in these areas. Slow and steady, asset allocation with rebalancing, is the only way I know to grow and preserve wealth with any consistency." - Blair duQuesnay

For more visit: The Belle Curve

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How Lucky Was Your Birth Year?

Tue, 16 Mar 2021 21:04:00 -0000

"Some people can create alpha in real estate, equities, etc. but I think much of the strong returns we have been seeing lately is in no small part due to dumb luck." - Barry Ritholtz

For more visit: The Big Picture

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The Twenty Craziest Investing Facts Ever

Tue, 16 Mar 2021 10:00:00 -0000

"If you had invested from 1960-1980 and beaten the market by 5% each year, you would have made less money than if you had invested from 1980-2000 and underperformed the market by 5% a year " - Michael Batnick

For more visit: The Irrelevant Investor

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Owning Individual Stocks vs. Owning the Stock Market

Fri, 12 Mar 2021 11:00:00 -0000

"Yes, buying individual stocks offers the potential for greater gains but it also opens you up to all sorts of psychological pitfalls that don’t necessarily apply when owning the entire stock market." - Ben Carlson

For more visit: A Wealth of Common Sense

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They Will Flood The Market With Collectibles

Wed, 10 Mar 2021 11:00:00 -0000

"They will flood the market with collectibles. The earth itself will crack with the weight of what they place upon the table. They will not restrain themselves. I am as sure of this as I am about the color of my own eyes Because if a little of a good thing is good then a lot of a good thing is great and too much of a good thing is only a problem for the buyers, not the sellers." - Josh Brown

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The Most Important Chart of the Decade

Tue, 09 Mar 2021 01:25:00 -0000

"We just witnessed the only recession in the history of this planet where the personal savings rate hit a 50-year high." - Michael Batnick

For more visit: The Irrelevant Investor

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Peter Lynch is the GOAT

Fri, 05 Mar 2021 11:00:00 -0000

"Lynch makes a strong case for tapping out when you are at the top of your game, and not milking every last cent by overstaying your welcome. Not many people in life get to do this..." - Barry Ritholtz

For more visit: The Big Picture

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A Bleak Future For Long-Term Government Bonds

Thu, 04 Mar 2021 11:00:00 -0000

"But it is safe to say investors are going to experience much more volatility in long-term bonds in the years ahead and you’re not exactly being compensated for that increased volatility at current interest rate levels." - Ben Carlson

For more visit: A Wealth of Common Sense

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Dragging Out a College Degree is a Drag on Finances

Wed, 03 Mar 2021 11:00:00 -0000

"Parents might focus on tuition and room and board prices and ignore another culprit that makes school more expensive: staying in college for longer than four years." - Dina Isola

For more visit: RealSmartica

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How To Make A Million Dollars Day Trading

Tue, 02 Mar 2021 11:00:00 -0000

"Your best day trading strategy is – Don’t do it!" - Tony Isola

For more visit: A Teachable Moment

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What Is Top Shot?

Sat, 27 Feb 2021 11:00:00 -0000

"I’m pretty sure this is a bubble. I’m also pretty sure this is still early days. What’s happening now feels very strange. It’s hard to know what’s real and what’s just like an inside joke." - Michael Batnick

For more visit: The Irrelevant Investor

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Don’t Let Illusions Of Control Ruin Your Financial Goals

Thu, 25 Feb 2021 11:00:00 -0000

"The markets couldn’t care less about your financial goals. Fate is a financial mercenary." - Tony Isola

For more visit: A Teachable Moment

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Beware Economists Warning Against “Too Much Stimulus” (Again)

Wed, 24 Feb 2021 11:00:00 -0000

"If you want to blame a specific school of thought for why the post-financial crisis recovery was so weak, start with the group who opposed a trillion dollar fiscal response to the GFC." - Barry Ritholtz

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America’s CEOs Are Having a Good Year

Tue, 23 Feb 2021 11:00:00 -0000

"As a group, CEOs have a large impact on everything from technology to public policy. I tend more toward critic than cheerleader of the C-suite, but even I couldn’t help but notice the immense differences effective leadership made between the public and private sectors." - Barry Ritholtz

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Why Is College So Expensive?

Sat, 20 Feb 2021 11:00:00 -0000

"So where does all of that tuition money go? Roughly 70% of the cost of college goes to administrators and teachers. So the biggest cost of college is labor and I don’t see colleges deciding to scrimp on these costs anytime soon." - Ben Carlson

For more visit: A Wealth of Common Sense

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How Do You Know If You’re Saving Enough For Retirement?

Wed, 17 Feb 2021 11:00:00 -0000

"Having 12x income put away lets you withdraw 4-5% of your portfolio annually and adjust it to inflation. This is what most experts recommend retirees take out annually. This keeps retirees from running out of money too early in retirement." - Tony Isola

For more visit: A Teachable Moment

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The Catch-22 of Selling Your House Right Now

Mon, 15 Feb 2021 11:00:00 -0000

"Unfortunately, the price you sell your home for is only one side of the equation. You have to live somewhere so selling your house for a higher price simply means you would turn around and have to buy another house that’s also trading for a higher price, thus negating any windfall from the sale of your home." - Ben Carlson

For more visit: A Wealth of Common Sense

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How David Beats Goliath in Real Life

Fri, 12 Feb 2021 11:00:00 -0000

"David minds his own business and focuses on his work and enjoying his free time, investing based on his own goals and risk tolerance. He doesn’t throw away his time on provocative, negative information about politics, conspiracies, or class, gender and racial warfare." - Josh Brown

For more visit: The Reformed Broker

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Friends Don’t Leave Friends Holding the Bag

Thu, 11 Feb 2021 11:00:00 -0000

"Everybody, seriously everybody, on these platforms is talking their book. They are saying things, consciously or unconsciously, that will benefit them. Their needs may be emotional, financial or some combination thereof. It doesn’t matter. There isn’t necessarily anything wrong with talking your book. It is human nature." - Tadas Viskanta

For more visit: Abnormal Returns

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Oblivious

Tue, 09 Feb 2021 11:00:00 -0000

"We keep learning that much of the process by which we exercise judgment and make decisions is, shall we say, sub-optimal for the modern world." - Barry Ritholtz

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How The Stock Market Works

Mon, 08 Feb 2021 11:00:00 -0000

"Many people compare the stock market to a casino but in a casino, the odds are stacked against you. The longer you play in a casino, the greater the odds you’ll walk away a loser because the house wins based on pure probability. It’s just the opposite in the stock market." - Ben Carlson

For more visit: A Wealth of Common Sense

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Managing Your Investments Late in the Cycle

Fri, 05 Feb 2021 12:24:00 -0000

"This rinse, lather, repeat cycle of market history is filled with epic stock narratives. A couple of the more recognizable ones in recent history include the dot-com boom of the late 1990s, real estate in the 2000s and the blockchain frenzy of 2010s. But what really makes them so fascinating is the underlying human psychology." - Barry Ritholtz

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It Feels Like the Game is Rigged

Thu, 04 Feb 2021 11:00:00 -0000

"Right now, people are getting rich quick. But this will not last forever. And the worst thing about trying to get rich quick, aside from the fact that it usually backfires, is that when it doesn’t work, you’ll say that the game was rigged and leave forever." - Michael Batnick

For more visit: The Irrelevant Investor

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Delete Junk Food From Your Retirement Portfolio

Wed, 03 Feb 2021 11:00:00 -0000

"We are one of the world’s richest nations, but many investors own the investment equivalent of Corn Dogs in their retirement accounts." - Tony Isola

For more visit: A Teachable Moment

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Crowdsourced Pump and Dump

Tue, 02 Feb 2021 11:00:00 -0000

"This week, I witnessed the craziest thing I’ve ever seen in the stock market. A merry band of traders, congregating on the popular internet message board, Reddit, successfully pulled off a massive short squeeze on shares of retailer GameStop (GME)." - Blair duQuesnay

For more visit: The Belle Curve

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Late Cycle Bubblicious?

Sat, 30 Jan 2021 11:00:00 -0000

"Finding historical parallels to the pandemic ground hog day circumstances is all but impossible: Stuck at home, the usual in-person socializing non-existent, much of our favored live entertainments unavailable." - Barry Ritholtz

For more visit: The Big Picture

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Stimulus, More Stimulus and Taxes

Thu, 28 Jan 2021 11:00:00 -0000

"Which matters more to equities, valuations or the economy? This is not an abstract academic question, but rather the core of the debate between the stock market’s bulls and bears. " - Barry Ritholtz

For more visit: The Big PIcture

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Reaching Your Financial Resolutions in 3 Easy Steps

Wed, 27 Jan 2021 11:00:00 -0000

"Just developing the habit of putting money aside – and accomplishing that goal right away – may be the momentum you need to move the needle in the right direction and keep going." - Dina Isola

For more visit: RealSmartica

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Dear Samantha

Tue, 26 Jan 2021 11:00:00 -0000

"By accepting the potential for losses today, we earn the potential returns of tomorrow. Once you have accepted this fact, you are ahead of most investors – both individuals and professionals..." - Josh Brown

For more visit: The Reformed Broker

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We Don’t Live In Our 401(k) Plans

Fri, 22 Jan 2021 11:00:00 -0000

"Learning to spend a little less in the present and a bit more in the future isn’t easy. We live in the moment, not in our 401(k) plans." - Tony Isola

For more visit: A Teachable Moment

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How to Make Millions in Bitcoin

Thu, 21 Jan 2021 11:00:00 -0000

"Perhaps the secret to long-term investing success is not to lose your password, but to entrust it to a neutral third-party who doesn’t allow you to pay attention to the short-term fluctuations in value." - Blair duQuesnay

For more visit: The Belle Curve

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Silicon Valley De-Platforming: Freedom & Censorship

Wed, 20 Jan 2021 11:00:00 -0000

"The constitution does not require you to turn over your home or businesses or any other property to allow anyone to communicate about anything." - Barry Ritholtz

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What is Wrong with These People?

Mon, 18 Jan 2021 11:00:00 -0000

"What is so striking about all of the people embracing unorthodox views isn’t that they are insane, but rather that they seem so normal." - Barry Ritholtz

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It's OK to Build Wealth Slowly

Fri, 15 Jan 2021 11:00:00 -0000

"So much of the success for any investment or wealth-building strategy comes down to your personality." - Ben Carlson

For more visit: A Wealth of Common Sense

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The Stock Market is Causing the Bubbles

Thu, 14 Jan 2021 11:00:00 -0000

"When speculation is running rampant, as I believe it currently is, people stop thinking about the future and only think about today." - Michael Batnick

For more visit: The Irrelevant Investor

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Eventual Failure of False Belief Systems

Tue, 12 Jan 2021 11:00:00 -0000

"What is the penalty for being wrong? It is a surprisingly complicated question." - Barry Ritholtz

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Two Simple Rules For Building Real Wealth

Mon, 11 Jan 2021 11:00:00 -0000

"Simple beats complex in investing and life." - Tony Isola

For more visit: A Teachable Moment

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When an Asset Goes Out of Style

Fri, 08 Jan 2021 11:00:00 -0000

"As with any ‘investment’ you need to go in with your eyes wide open and recognize that what you are doing is risky. Tastes change." - Tadas Viskanta

For more visit: Abnormal Returns

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Lock It In

Wed, 06 Jan 2021 11:00:00 -0000

"I might take a lot of heat for writing this, but I’m going to write it anyway. If you’ve made life-changing money in one or more of the high flying stocks this year, it’s time to lock in some gains." - Blair duQuesnay

For more visit: The Belle Curve

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A Short History of Chasing the Best Performing Fund

Tue, 05 Jan 2021 11:00:00 -0000

"Vanguard and iShares basically killed the star mutual fund manager in recent decades." - Ben Carlson

For more visit: A Wealth of Common Sense

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What if You Only Invested at Market Peaks?

Thu, 31 Dec 2020 12:00:00 -0000

"Regardless of which risky asset classes you have in your portfolio, as this post illustrates, buying near all-time highs should not be a cause for concern." - Nick Maggiulli

For more visit: Of Dollars and Data

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How to Avoid Bear Markets

Wed, 30 Dec 2020 12:00:00 -0000

"There’s a very simple way to avoid bear markets. What you do is pull all of your money out of the stock market and just let it accumulate in your bank account." - Josh Brown

For more visit: The Reformed Broker

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A Recovery Squandered

Wed, 23 Dec 2020 12:00:00 -0000

"The biggest issue: the failure of Congress to pass the broadest stimulus package in the depths of the GFC. Sure, they rescued the banks, but they hardly did very much for the rest of the economy." - Barry Ritholtz

For more visit: The Big Picture

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"Take All Your Common Stocks And Sell Them"

Tue, 22 Dec 2020 12:00:00 -0000

"Had you followed Fred Schwed’s maxim for dying rich, you’d have been out of stocks long ago. And yes, you’d have watched them grow and grow and grow again in value. " - Josh Brown

For more visit: The Reformed Broker

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This Is Not The Way

Mon, 21 Dec 2020 12:00:00 -0000

"It feels like every day, I’m getting an email or a text from people outside the investing world asking me about speculative securities." - Michael Batnick

For more visit: The Irrelevant Investor

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Cape 2020 vs 1929

Sun, 20 Dec 2020 12:00:00 -0000

"One of the things that market analysts love to do is to compare recent market action with some prior historical era, and declare “The market today is just like ____.” Recall the 1987 parallels a few years ago or the more recent 1929 versions." - Barry Ritholtz

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How Are Normal People Supposed To Save For Retirement?

Sat, 19 Dec 2020 12:00:00 -0000

"Retirement investors needing the most help often get the least. Or worse!" - Tony Isola

For more visit: A Teachable Moment

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Asset Destruction

Fri, 18 Dec 2020 12:00:00 -0000

"For most of us who need life insurance, term life insurance will suffice. Term life insurance is cheap, easy to buy, and provides coverage for a set number of years. If you live past the term, you will no longer have life insurance coverage. And for most people, this is perfectly fine." - Blair duQuesnay

For more visit: The Belle Curve

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My 2020 Investing Lessons

Thu, 17 Dec 2020 12:00:00 -0000

"It’s counterintuitive that the best returns would come from investing when the economy is getting body-slammed but being uncomfortable when investing is typically a good sign." - Ben Carlson

For more visit: A Wealth of Common Sense

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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Airbnb and DoorDash Showcase Best and Worst of Uber

Wed, 16 Dec 2020 20:32:00 -0000

"We have all heard “the next Uber” used to describe any hot company; each of this week’s hot IPOs — Airbnb and DoorDash — fit the description.: Both took a page from Uber when designing their own business models. One of them could very well fulfill that promise, the other, I find it highly doubtful." - Barry Ritholtz

For more visit: The Big Picture

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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The Most Important Assumption

Mon, 14 Dec 2020 18:47:00 -0000

"Americans are living longer but not necessarily working longer. This means that retirement periods are longer. Retirees today must plan for their portfolio to sustain withdrawals for 20 or 30 years. " - Blair duQuesnay

For more: The Belle Curve

For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/

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