Featured post
Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Encore! Another look at our greatest hits so far
Greatest hits. Greatest hits. 10. The man with the big picture — an interview with Barry Ritholtz (Part 1) One of the companies that’s setting the standard for advisory firms of the future is Ritholtz Wealth Management. I recently met its founder, Barry Ritholtz,...
The only reason to read annual market forecasts
It’s that time of year again when investors are bombarded with annual market forecasts. This is going to go up; that’s going to go down. Buy this; sell that. And, of course, the one forecast that remains constant (and almost invariably wrong)...
#SFTW: There’s probably never been a better time to be an investor
SOMETHING FOR THE WEEKEND Investor. Michael Batnick from Ritholtz Wealth Management writes one of the most popular investing blogs for Millennials, The Irrelevant Investor. In the second and final part of our interview, Michael explains his belief that investors have probably never had...
Smart beta really is nothing new – an interview with Michael Batnick (2/2)
Michael Batnick from Ritholtz Wealth Management writes one of the most popular investing blogs for Millennials, The Irrelevant Investor. In the second and final part of our interview, Michael explains his belief that there’s probably never been a better time to be...
Learning to invest the right way — an interview with Michael Batnick (1/2)
Millennial investors in the US should feel very fortunate to have so many good financial bloggers to learn from. The likes of Josh Brown, Ben Carlson, Morgan Housel, James Osborne, Patrick O’Shaughnessy, Cullen Roche are all worth reading. I would particularly recommend...
#SFTW: Why is your adviser tweeting about QE?
SOMETHING FOR THE WEEKEND Tweeting. There’s been a big increase in the last two years in the number of financial advisers on social media. A recent survey showed that 81% of advisers now use social networks for business, and 79% of firms reported...
