The Big Picture

MAY 27, 2025

Full transcript here Source: A Conversation With Barry Ritholtz (Paul Krugman, May 24, 2025) For more information about How Not to Invest and where to buy hardcovers, e-books, and audio versions, please see this. The post Fun with Bad Investing Ideas appeared first on The Big Picture.

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Calculated Risk

DECEMBER 26, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025? Excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. How much will RI change in 2025?

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Sales Investing Investments Commission 147

The Big Picture

MAY 5, 2025

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. The world is very different today, and a truly unique set of circumstances created a unicorn. It yielded 78,600 hits.

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The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

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Calculated Risk

JANUARY 5, 2025

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Q4-over-Q4 in 2025. How much will the economy grow in 2025? Will there be a recession in 2025? Looking at 2025, a recession is mostly off the table. Will there be a recession in 2025? in 2024 (around 2.6% Q4-over-Q4).

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The Big Picture

MARCH 25, 2025

His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success. Source : Debunking Investment BULLSH$T! | #575 The Meb Faber Show, Mar 21, 2025 How Not to Invest Apple Podcasts Spotify The post Debunking Investment BS! billion for 3,900 families.

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Calculated Risk

APRIL 30, 2025

From the BEA: Gross Domestic Product, 1st Quarter 2025 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.3 percent in the first quarter of 2025 (January, February, and March), according to the advance estimate released by the U.S. annual rate, and residential investment increased at a 1.3%

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The Big Picture

MARCH 20, 2025

Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

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Calculated Risk

DECEMBER 27, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. How much will wages increase in 2025? My sense is nominal wages will increase close to mid-to-high 3% range YoY in 2025 according to the CES. How about housing starts and new home sales in 2025? year-over-year as of November.

Economics 147

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Wealth Management

MARCH 18, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade. Recent market volatility has perked new interest among investors and advisors in buffer ETFs.

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Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc.

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Calculated Risk

FEBRUARY 23, 2025

Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. The dashed line is the January 2025 seasonally adjusted annual sales rate (SAAR).

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Sales Investing Investments Economy 309

Wealth Management

JANUARY 14, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com.

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The Big Picture

MARCH 30, 2025

Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.

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Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. for the month as the share of firms reporting a decline in firm billings increased.

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The Big Picture

MARCH 19, 2025

We discussed conceptual frameworks, how investing canbe like physics or law, and what made me write the book. Source : Barry Ritholtz: How Not to Invest Christine Benz and Amy C. Arnott, CFA Morningstar, March 18, 2025 The post Morningstar: How Not to Invest appeared first on The Big Picture.

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Wealth Management

MARCH 4, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios.

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The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025. The result: Bad investment outcomes that should not have occurred.

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Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. BlackRock and Franklin Templeton each published private market outlooks for 2025.

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Wealth Management

APRIL 1, 2025

These are among the investment must reads we found this week for wealth advisors. In his annual investors letter, BlackRock CEO Larry Fink focused on the growing trend of offering private markets access to the wealth channel. Morningstar took a hard look at some of the new access points for private credit.

Investing 247

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The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

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Banking Planning Economics Investing 345

Wealth Management

JANUARY 28, 2025

These are among the investment must reads we found this week for wealth advisors. Ray Dalio warned that the runup in values of AI-tied firms is a reminder of dotcom bubble excesses, reports the Financial Times. Single-stock ETFs magnified some of the losses in markets amid the DeepSeek fallout, according to etf.com.

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Nerd's Eye View

JANUARY 20, 2025

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.

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Financial Advisor Financial Advice Financial Planner Estate Planning 246

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

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Investing Investments Valuation Advertising 78

Calculated Risk

DECEMBER 18, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment into 2025. This was first positive score for multi-family since August 2022.

Investing 281

Investing Investments Numbers Economics 281

Calculated Risk

MAY 21, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI April 2025: Billings continue to decline at architecture firms The AIA/Deltek Architecture Billings Index (ABI) score declined to 43.2 for the month.

Economy 162

Economy Numbers Economics Investing 162

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

The Big Picture

APRIL 15, 2025

I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. On the corporate side, companies hold off on big CapEx spending, building new plants, investments, and hiring. Before 2025 ends, a mild recession begins. I am sharing this now because so many questions have poured in.

Economics 318

Economics Economy Communication Marketing 318

Wealth Management

APRIL 29, 2025

These are among the investment must reads we found this week for financial advisors. Schwab is raising minimum fees for model providers selling to advisors from $100,000 to $300,000, reports FundFire. ETF launches hit a new record in the first quarter, but a Morningstar analyst raised concerns about the quality of many of the new funds.

Investing 212

Investing Investments Financial Advisor 212

Wealth Management

OCTOBER 16, 2024

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.

Management 273

Management Investments Investing Taxes 273

Calculated Risk

MAY 29, 2025

From the BEA: Gross Domestic Product (Second Estimate), Corporate Profits (Preliminary Estimate), 1st Quarter 2025 Real gross domestic product (GDP) decreased at an annual rate of 0.2 percent in the first quarter of 2025 (January, February, and March), according to the second estimate released by the U.S. Bureau of Economic Analysis.

Government 147

Government Economics Investing Investments 147

Nerd's Eye View

OCTOBER 28, 2024

These discussions can range from talent development and succession planning to how to systematize and scale their marketing alongside their planning and investment services. And as more conferences are announced in the coming months, we'll continue to update the Master Conference List well into the coming year!).

Financial Advisor 137

Financial Advisor Tax Planning Financial Planning Planning 137

Wealth Management

MAY 21, 2025

Lido Advisors partners with HPS Investment Partners, joining Charlesbank Capital Partners to fuel expansion. Deal expected to close in Q3 2025.

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Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Happy Planning and best to you in 2025!

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Wealth Management

APRIL 22, 2025

These are among the investment must reads we found this week for financial advisors. In addition, there are currently over 70 crypto ETF applications in the pipeline as asset managers seek to take advantage of a friendlier regulatory regime.

Investing 194

Investing Investments Financial Advisor Assets 194

The Big Picture

MAY 29, 2025

Reach out to us at info@ritholtzwealth.com for more information… Sources : More Than 80% of Active Managers in Public Markets Underperform Their Index Torsten Slk, Apollo, May 29, 2025 United States Percentage of All Large-Cap funds vs S&P 500 SPIVA Research The post The Data on Active Large Cap Underperformance appeared first on The Big (..)

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Portfolio Financial Planning Taxes Management 306

The Big Picture

APRIL 16, 2025

I try to help the hosts understand investing in this environment with lessons and ideas from How NOT to Invest. We discuss the “uniquely unpredictable situation” where markets are trading based on the whims of a single person. This mercurial unpredictability is having a huge effect on prices.

Economics 179

Economics Economy Investing Investments 179