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Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz tax expert, Bill Sweet to discuss: how much to put down as a first-time homebuyer, taxes for investors, UTMAs, HSAs, and more! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: h...

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode Ben and Duncan are joined by Ritholtz advisor, Taylor Hollis to discuss: stagflation, automating your accounts, establishing a living trust, and Donor-Advised Funds. Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop:...

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ritholtz Wealth tax expert Bill Artzerounian joins Ben and Duncan to discuss: preparing for a recession, how down markets can be a positive for investors, tax strategy, tax-loss harvesting, and more! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compo...

On episode 18 of Portfolio Rescue, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss: inflation, prospects of a recession, SBLOCs, and where to invest a bunch of cash right now. Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe Check out The Com...

On episode 17 of Portfolio Rescue, Ben Carlson is joined by Barry Ritholtz to discuss how aging investors might impact the market, lessons on investing, starting your own blog, and much more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe Check out The Compound...

On episode 16 of Portfolio Rescue, Ben Carlson is joined by Bill Sweet to discuss: the sell-off, crypto taxes, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe Get your own Compound gear: https://idontshop.com/ Investing involves the risk of loss. This...

On episode 15 of Portfolio Rescue, Ben Carlson is joined by Blair duQuesnay to discuss: stablecoins, saving for a down payment, what to do with an IPO windfall, and 529 drawdown strategies. Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe Get your own Compound ge...

Welcome to episode 14 of Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show (recorded 2/3/2022), Ritholtz Advisor Kris Venne joins Ben Carlson to discuss the following questions: should I let my winners ride, is buying a rental property with my 401k a bad idea, am I taking too much risk, and should I treat my pension like the bond portio...

"This is what makes investing so fascinating. Markets cycle, but no two cycles are identical. The world changes, technology advances, information travels at the speed of light. It is dynamic." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more...

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben Carlson is joined by Tony Isola (https://tonyisola.com) to discuss market crashes, diversification, saving for college, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com! Sign up for The Compound newsletter: https://email.thec...

"One’s analysis and expectations about inflation can be too narrow, highly dependent upon the aspect of CPI data you choose to focus upon, the priors you bring to those observations, and (therefore) what it is you see in various prices." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast....

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben Carlson is joined by Ritholtz's own Nick Maggiulli (https://ofdollarsanddata.com/) to answer questions on when to sell a stock that's down, lump sum vs dollar-cost averaging, leveraged ETFs, and more! Want to see your question on a future episode? Submit to askthecompound...

"Bull markets have a tendency to run much further and longer than even the most optimistic investors expect." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show Ben Carlson is joined by Ritholtz advisor, Blair duQuesnay to answer questions about the Buffett Indicator, buying/leasing a car, when to hire a financial advisor or accountant, taking out a 401k loan, and more! Want to see your question on a future episode? Submit to asktheco...

"When you hear people say it’s only 5 stocks driving the market, it is because they have not looked at actual market data, specific S&P sectors, or even something as simple as the equal-weighted S&P index." -Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast.com/privacy for more information...

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show Ben Carlson is joined by Ritholtz advisor and insurance expert, Jonathan Novy to answer questions about crypto's impact on the market, selling off an impressive Magic the Gathering collection, finding your way as a young financial advisor, and more! Want to see your question o...

"Car purchasing has been changed by the pandemic for the better and it is likely permanent; expect car buying in the future to look nothing like the past." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphon...

"Public space fosters a stronger sense of community, shows evidence of civic planning (as opposed to merely maxing out land sales to developers). It creates space for recreation, reduces density, and generally impacts towns in positive ways." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See a...

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (12/2 air date), Ben is joined by Downtown Josh Brown to answer viewer questions on: when to take out a mortgage vs pay cash, how much inheritance to leave your kids, how many stocks is too many (even for a 17-year-old), and how to know...

"The survivorship bias crew has the unfortunate tendency is to over-emphasize big winners while simultaneously excluding big losers." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Pundits come into and out of fashion like, well fashion. Hemlines rise and fall, colors come in and go out of favor, styles change. The clothing industry changes fashion to drive consumers to make new purchases to refresh their wardrobes. The media sees the rise and fall of specific Pundits for the same reason: There is always a need for fresh meat to feed the daily beast." - Barry Ritholtz For m...

"The future is always uncertain. Whenever you hear this phrase, you should automatically translate it into: “We are really nervous about what might happen.” Discussions about “Uncertainty” are far more revealing about the speaker than they are about the future" - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hos...

"The NBER has a formal definition of “Recession,” but there are no similar definitions for any of the above phrases for market action. Indeed, that entire colorful list is squishy and imprecise." - Barry Ritholtz For more visit: The Big Picture For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn mo...

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (11/18 air date), Ben is joined by Nick Maggiulli to discuss navigating the housing market, why you might not want to max out your 401k, investing for your children, the smart way to spend money, and more! Submit your questions to askth...

"Prices have risen in many areas, and the question is whether the annualized rate of increase will stay high, or fall back to normal, from these elevated levels. I suspect we are two-thirds through a reset in prices, many of which will prove sticky, but are unlikely to continue at these elevated rates of change." - Barry Ritholtz For more visit: The Big Picture For disclosure information please vi...