ritholtzwealth.com

Ritholtz Wealth Management | Financial Planning, Asset Allocation

How to Reach Us. A smarter approach to planning your financial future. Our approach to Managing Wealth. We begin with an extensive discussion of your future needs to create a long-term financial plan for your family. We create a cost effective Asset Allocation model best suited to your goals. We regularly review your progress to ensure you are on the path to meeting your objectives. Research and Client Letters. Unique strategy and insight, exclusively for clients. RWM In the News. Getting Started is Easy.

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Barry Ritholtz

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Gle●●●ove , New York, 11542

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Barry Ritholtz

6 Jer●●●●●Drive

Gle●●●ove , New York, 11542

UNITED STATES

516●●●369

ri●●●●●●@optonline.net

View this contact

Barry Ritholtz

6 Jer●●●●●Drive

Gle●●●ove , New York, 11542

UNITED STATES

516●●●369

ri●●●●●●@optonline.net

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Ritholtz Wealth Management | Financial Planning, Asset Allocation | ritholtzwealth.com Reviews

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How to Reach Us. A smarter approach to planning your financial future. Our approach to Managing Wealth. We begin with an extensive discussion of your future needs to create a long-term financial plan for your family. We create a cost effective Asset Allocation model best suited to your goals. We regularly review your progress to ensure you are on the path to meeting your objectives. Research and Client Letters. Unique strategy and insight, exclusively for clients. RWM In the News. Getting Started is Easy.

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6 asset allocation

7 wealth management

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Ritholtz Wealth Management | Financial Planning, Asset Allocation | ritholtzwealth.com Reviews

https://ritholtzwealth.com

How to Reach Us. A smarter approach to planning your financial future. Our approach to Managing Wealth. We begin with an extensive discussion of your future needs to create a long-term financial plan for your family. We create a cost effective Asset Allocation model best suited to your goals. We regularly review your progress to ensure you are on the path to meeting your objectives. Research and Client Letters. Unique strategy and insight, exclusively for clients. RWM In the News. Getting Started is Easy.

INTERNAL PAGES

ritholtzwealth.com

1

In The News | Ritholtz Wealth Management

http://www.ritholtzwealth.com/blog/in-the-news

How to Reach Us. All posts w/ category ‘In the News’ tv, radio, print. Getting Started is Easy. Tony Isola Mentioned on cnbc.com…. August 15, 2016. Ben Carlson Quoted in Bloomberg…. July 01, 2016. Michael Batnick in MarketWatch. June 27, 2016. Ben Carlson Quoted in Money Magazine. May 31, 2016. How to Reach Us. 90 Park Avenue, 18th Floor. New York, NY 10016. Web Design Syracuse - Breakthrough Design Group.

2

Our Team | Ritholtz Wealth Management

http://www.ritholtzwealth.com/who-we-are/our-team

How to Reach Us. Chairman and Chief Investment Officer. Ben Carlson, CFA. Director of Institutional Asset Management. Tony Isola, CFP. Dan McConlogue, AIF. Director of Corporate Retirement Plans. Patrick Haley, CFP. Kris Venne, CFP. Director of Financial Planning. Bill Sweet, CFP. Michael Batnick, CFA. Are you interested in becoming part of our team at Ritholtz Wealth Management? Getting Started is Easy. Tony Isola Mentioned on cnbc.com…. August 15, 2016. Ben Carlson Quoted in Bloomberg…. July 01, 2016.

3

Wealth Management | Ritholtz Wealth Management

http://www.ritholtzwealth.com/what-we-do/wealth-management

How to Reach Us. Wealth management is a process built around the coupling of financial planning and asset management. We view the two as inseparable components of a successful financial life. That is our goal: To help our clients achieve success in all aspects of their finances. It has been our experience that potential clients who go through this process become investors who are better equipped to make educated decisions about their financial futures. Why Hire a Wealth Management Firm. August 15, 2016.

4

What We Do | Ritholtz Wealth Management

http://www.ritholtzwealth.com/what-we-do

How to Reach Us. The core of what we do for high net worth clients, pension funds, corporations, retirement plans and charitable foundations is guiding them toward their financial goals. Estate planning, life insurance, asset-backed lending and corporate retirement plans can all play an important role in the lives of our clients. We’ve coordinated with top providers in these areas so that we can incorporate these services in a comprehensive manner. Learn More. Getting Started is Easy. August 15, 2016.

5

Barry’s recent Washington Post article… | Ritholtz Wealth Management

http://www.ritholtzwealth.com/barrys-recent-washington-post-article

How to Reach Us. Barry’s recent Washington Post article…. August 4, 2015 by Kris Venne. Read Barry’s most recent Washington Post article here:. 8220;Hey, Investment Cranks: The Internet Never Forgets”. More from the Blog. Getting Started is Easy. Tony Isola Mentioned on cnbc.com…. August 15, 2016. Ben Carlson Quoted in Bloomberg…. July 01, 2016. Michael Batnick in MarketWatch. June 27, 2016. Ben Carlson Quoted in Money Magazine. May 31, 2016. How to Reach Us. 90 Park Avenue, 18th Floor. New York, NY 10016.

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thecertifiableplanner.com

Investment Wanderlust

http://thecertifiableplanner.com/2015/06/investment-wanderlust

June 23, 2015. A good traveler has no fixed plans, and is not intent on arriving. My wife and I love to travel, but we approach it differently. She prefers following a strict itinerary. Her best case scenario involves coupling maximum predictability with minimum variability. She will spend months planning for a week long trip. Her expectation is that the probability of a fulfilling experience can be increased by actively reducing unplanned moments. I make sure our clients do the same. A well structured p...

thecertifiableplanner.com

About Kris

http://thecertifiableplanner.com/about

Kris is the Director of Financial Planning for Ritholtz Wealth Management. An NYC based RIA founded by Barry Ritholtz. Kris Venne, CFP. Kris is the Director of Financial Planning at Ritholtz Wealth Management. An NYC based RIA he helped to found with Michael Batnick, Barry Ritholtz, and Josh Brown. Make a Significant Contribution to Your Roth IRA. One Reason You Don’t Invest. The Characteristics of Good Financial Advice. 2017 THE CERTIFIABLE PLANNER. Get a Full Investor Curriculum:. Join The Book List.

thecertifiableplanner.com

Wealth Management

http://thecertifiableplanner.com/wealth-management-2

Two of the central tenets of our investment process are portfolio construction and risk management. We believe that thinking and acting for the long-term is paramount; this idea is at the heart of our client service and portfolio management program. Behavioral counseling, a balanced investment plan and consistent communication are the tools we employ to help our clients utilize time arbitrage to their advantage. We serve a wide range of clients and offer a number of different services including:. Investm...

thecertifiableplanner.com

Things That Matter

http://thecertifiableplanner.com/2015/07/things-that-matter

July 2, 2015. Whatever is happening in the world right now may cause your retirement account’s value to fluctuate some, but will not likely impact your long term plan. That is, unless you decide to behave poorly. And get out of the way until this / it passes . Dimensional Funds puts out some truly fantastic research, they really nail this point here:. 933% The top 25? Well you would have earned 6.86%, which is only slightly higher than what One-Month T-Bills did over the same time period: 5.17%. If you t...

ritholtz.com

Barry Ritholtz, Curriculum Vitae - The Big Picture

http://ritholtz.com/blog/barry-ritholtz-curriculum-vitae

Barry Ritholtz, Curriculum Vitae. Barry L. Ritholtz is the founder and chief investment officer of Ritholtz Wealth Management. Launched in 2013, RWM. Is a financial planning and asset management firm, with over $344 million in assets. The firm offers a variety of services to the investing public, including LiftOff. 8212; a low cost online-only investment site. 15 Most Important Economic Journalists. 8221; in the United States, and has been called one of the. 25 Most Dangerous People in Financial Media.

awealthofcommonsense.com

The Stock Market

http://awealthofcommonsense.com/category/the-stock-market

A Wealth of Common Sense. 1929 vs. 2000. From the peak of the tech bubble in early 2000 the returns on the stock market have been underwhelming. In fact, if you line up the peak of the market in 2000 with the peak of the market in 1929 just before the stock market collapsed, the returns aren’t that far off: Although…. Stock Market Returns Are Lumpy. Taking Stock of European Equities. The S&P 500 is the World’s Largest Momentum Strategy. In many ways the stock market makes no sense. You would assume t...

awealthofcommonsense.com

Liquidity Risk: Same as It Ever Was

http://awealthofcommonsense.com/liquidity-risk-same-as-it-ever-was

A Wealth of Common Sense. Liquidity Risk: Same as It Ever Was. May 12, 2015. For the past two to three years now I’ve read article after article about the potential for market dislocations during the next downturn because of liquidity issues in certain areas of the market. While I appreciate the fact that many experts are warning investors about potential risks, liquidity risk is nothing new. Yes the structure of the market is different than it was in the past and there will always be unique circumst...

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Ritholtz Wealth Management | Financial Planning, Asset Allocation

How to Reach Us. A smarter approach to planning your financial future. Our approach to Managing Wealth. We begin with an extensive discussion of your future needs to create a long-term financial plan for your family. We create a cost effective Asset Allocation model best suited to your goals. We regularly review your progress to ensure you are on the path to meeting your objectives. Research and Client Letters. Unique strategy and insight, exclusively for clients. RWM In the News. Getting Started is Easy.

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