In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. We discuss…
Tag: Ben Carlson
The Biggest Risk to the Stock Market
Inflation is more important to the U.S. stock market than interest rates, writes Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, in a recent Fortune article. Analyzing…
These Three Assets are More Attractive Against Weakening Dollar
Since late March, the U.S. dollar has fallen by almost 10% against other global currencies, which could have a series of implications for investment portfolios. This according to a recent…
Only Sell Your Stocks in These Cases
A recent Fortune article by Ben Carlson of Ritholtz Wealth Management offers investors valuable insights regarding how and when it might be appropriate to sell. “Those who actually sold a…
A Formula to Explain the Great Decade for Stocks
A recent Fortune article by Ritholtz Wealth Management’s Ben Carlson argues that the past decade’s strong stock performance has been “almost exclusively driven by fundamentals, much to the chagrin of…
Why Performance Chasing Can Be Perilous
A recent article in Fortune presents a cautionary tale about performance chasing by citing the example of the SPDR Gold Shares ETF’s (GLD) performance over the last decade. “From a…
How History Informs the Valuation Discussion
In a recent article for Fortune, Ben Carlson writes, ”Market valuations are an important input into the investing process. But the relationship between the markets and valuations is far from…
Stocks and Bonds Rising in Sync for Now
A 60/40 mix of U.S. stocks and bonds generated a 13.6% return through the first six months of this year, “the best start for this portfolio since the first half…
How You Can Win Arguments About the Stock Market
A recent article for Fortune by Ben Carlson of Ritholtz Wealth Management says you can win any argument about the stock market by “simply changing your start or end dates…
In Today's Market, Dollar Cost Averaging a Better Play Than Lump-Sum Investing
Investors who may be sitting on cash due to nerves about high valuations, rising interest rates and market volatility might be missing out on huge gains, according to Bloomberg columnist Ben…