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Tag: Bill Sweet

Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
4 years ago
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth

This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint…

Recent Original Research
September 18, 2025
Ten Top S&P 500 Stocks
The S&P 500 encompasses more than 500 companies across diverse industries, containing many financially sound businesses with strong underlying metrics that deserve investor attention. This diversity creates attractive opportunities for those willing to move past the most...
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Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
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When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
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Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
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