Career/Lifestyle Advice

Consider Firing Your Male Broker, Five Years Later

It’s hard to believe that five years ago, my op-ed, Consider Firing Your Male Broker, was published in the New York Times. I still receive media attention for it from time to time. Last month, I was a guest on NPR’s The Indicator podcast to discuss a new paper about women and investing. While the…

Dear Young Advisor

Next month marks my 20th anniversary working in this profession. I suppose I’m feeling a little nostalgic looking back. This post may be more of a letter to my younger self than to young advisors. Perhaps some of this advice is useful. It certainly would have been for me if I’d been a little less…

Changes in Attitude

Growing up, one of my friends was obsessed with Jimmy Buffett’s silly song, Cheeseburger in Paradise. On the way to school, we played it on the car radio, clapping and belting out “I like mine with lettuce and tomato, Heinz 57 and french fried potato”. Buffett’s laid-back tropical rock tunes have been a constant backdrop…

I Need Help

I was the 19th employee of Ritholtz Wealth Management when I joined the firm four years ago next month. I knew I was getting on a rocket ship, but I underestimated what escape velocity would feel like. In my first year, we crossed $1 billion in assets under management, a record-breaking accomplishment for a start-up…

Happy Birthday Chief

Unless you’ve been living under a rock, you know the CEO of my firm, Ritholtz Wealth Management, is Josh Brown – aka Downtown Josh Brown, The Reformed Broker. Today is his birthday. So in true introverted blogger fashion, I am inspired to write down a bunch of things I’ve thought over the years but have…

To the Class of 2020

I have thought about this year’s high school graduating class many time since the pandemic began closing schools. I regret that they are missing out on rites of passage like prom, graduation, and those last few weeks on campus where everything is wrapped up and nothing seems to matter. Many have plans to attend colleges…

A One-Percenter Blinded by Covid-19

The following is a guest post from a woman in wealth management whom I greatly admire, Charlotte Beyer. I met Charlotte at the CFA Wealth Management Conference in Los Angeles several years ago when I moderated her speaking engagement. Charlotte has dedicated her career to understanding the needs of the 1%. She founded the Institute…

Thanksgiving Gratitude

Thanksgiving is my favorite holiday. What could be better than an entire day devoted to cooking and eating decadent food, drinking delicious wine, and taking a long afternoon nap? Plus, I don’t have to decorate my house or buy and wrap presents for anyone. I am also glad that Thanksgiving is a time to remember…

One Year Later

Today marks my one year anniversary at Ritholtz Wealth Management. Time flies. When I think back to those first exciting days – the media coverage, the reactions on social media, and the thrill of joining a super crew – I am blown away by how much this move has exceeded my expectations. The following numbers…

Five Pearls of Wisdom from Gayle Benson

This weekend, I attended an event where Gayle Benson, owner of the New Orleans Saints and the New Orleans Pelicans, gave the opening keynote address. Normally, I do not schedule events at 8:30am on a Saturday morning, but for Gayle, I made an exception. It was the 5th annual Tulane University, Women Making Waves conference,…