Ask The Compound

On episode 30 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Taylor Hollis to discuss how to get started writing, how compounding works in a down market, when to adjust your risk tolerance, and how to take advantage of an employee stock purchase plan. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter...

On episode 29 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Blair duQuesnay to discuss lump sum investing, hedging, being opportunistic in a bear market, and what to do with cash on the sidelines. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com...

On episode 28 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax expert Bill Sweet! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe Check out The Compound shop: https://www.idontshop.com Learn more about Ritholtz Wealth's automated investing platform,...

On episode 27 of Portfolio Rescue, Ben and Duncan are joined by Barry Ritholtz! Barry is the host of the Masters in Business podcast and Chairman and CIO of Ritholtz Wealth Management. Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe Check out The Compound shop: https://www.idontshop.com Learn...

Welcome to Portfolio Rescue episode 26! On this episode, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss moving from individual stocks to ETFs, rental properties, portfolio weighting, 401(k) contributions, and much more! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe Chec...

Welcome to Portfolio Rescue episode 25! On this episode, Ben and Duncan are joined by financial educator and author Brian Feroldi to discuss the stock market, dollar-cost averaging, student loans, inflation, and much more! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe Check out The Compound...

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 Wealth COO and data expert, Nick Maggiulli to discuss the yield curve, the right amount of risk for IRAs, averaging down on losing stocks, and much more! Submit your questions to askthecompoundshow@gmail.com! Pick up a copy of Nick's new...

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 23, Ben and Duncan are joined by Ritholtz advisor, Ben Coulthard to discuss: series I savings bonds, when it's okay to splurge, how target date funds work, and much more! 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 episode 21, Ben and Duncan are joined by Ritholtz advisor, Matt Lohrius to discuss: rising interest rates, paying off a mortgage early, questions to ask a financial advisor, and more! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the...

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...