How To Sell a Winner "With the 20/20 benefit of hindsight, we can always lament what ‘could have been’ had we YOLO’d our winners into the stratosphere. Selling winners relies more on emotion than on data and analysis." https://buff.ly/vdSSpzx by Blair duQuesnay
Ritholtz Wealth
Financial Services
Helping clients build their financial plans and investment portfolios
About us
Ritholtz Wealth is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/
- Website
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http://ritholtzwealth.com/
External link for Ritholtz Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York
- Type
- Partnership
- Founded
- 2013
- Specialties
- wealth management, financial planning, tax planning, investing, financial advice, retirement planning, and insurance planning
Locations
Employees at Ritholtz Wealth
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Joey Fishman
Investment Advisor Representative at Ritholtz Wealth Management
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Kristopher Venne, CFP®
Managing Partner at Ritholtz Wealth Management
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Dina Isola
Advisor specializing in 403b plans
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Daniel LaRosa, QPFC, AIF®
Advisor & Director, Corporate Retirement Planning at Ritholtz Wealth Management
Updates
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When Should You Sell a Stock? "It’s really difficult to buy and hold because fast gains and swift losses can cause you to question even your strongest held investment views. Things are even more amplified when owning individual stocks." https://buff.ly/eaDctwS by Ben Carlson
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Real Time Bubble Checklist "So while there are some signs of bubblicious activity, it is hardly overwhelming or seriously determinative in my view. Stocks are pricey, but this seems less like a bubble and more like a later-stage bull market cycle." https://buff.ly/eB3SNOZ by Barry Ritholtz
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You Can Go Your Own Way "We’re lucky to have something that very few firms have in the industry: organic growth. Our assets under management have compounded at ~45% per year for thirteen years - with no outside investors, no signing bonuses to advisors, and no referrals from either of the giant custodians." https://buff.ly/l1w56Vr by Michael Batnick
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Ritholtz Wealth reposted this
The future of financial advice is being redefined. Joshua Brown of Ritholtz Wealth Management and Jared Rabinowitz of Q Wealth Partners explored how next-gen advisors must rethink client experience through authenticity, transformation, and human connection. Discover how they see the industry evolving. https://hubs.la/Q03Nf09B0 #wealthmanagement #financialadvice #clientexperience #leadership
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Ritholtz Wealth reposted this
The NEW ritholtzwealth.com is finally here
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Don’t Dunk On Financial Sobriety "Sobriety doesn’t mean abstinence from markets. It means abstinence from self-sabotage...Boring builds wealth. Dopamine builds someone else’s." https://buff.ly/7omxrjx by Tony Isola
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Two Positive Trends in Household Wealth "More low-income households are investing in the stock market than ever before. Young people are involved in stocks in a big way. These are positive developments. The stock market is the greatest wealth-building machine on planet Earth." https://buff.ly/hNex94W by Ben Carlson
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All the Money, None of the Satisfaction "There’s a drive inside many successful people that goes beyond money and logic. People who keep going at 100 miles per hour even when they don’t need to. More partnerships. More deals. More speaking gigs. More books. It seems never-ending." https://buff.ly/uSscWmb by Nick Maggiulli
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Happy birthday, Bull Market "Bull markets do eventually end. What brings them down is often a mix of circumstances and expectations – a similar recipe to how they start in the first place." https://buff.ly/zuN9kCB by Callie Cox