cover of episode Investing a Pile of Cash in a Bull Market

Investing a Pile of Cash in a Bull Market

2024/11/20
logo of podcast Ask The Compound

Ask The Compound

AI Deep Dive AI Chapters Transcript
People
B
Barry Ritholtz
知名投资策略师和媒体人物,现任里特尔茨财富管理公司董事长和首席投资官。
B
Ben Carlson
一位专注于投资教育和策略的金融专家,通过博客和播客分享投资见解。
D
David
波士顿大学电气和计算机工程系教授,专注于澄清5G技术与COVID-19之间的误信息。
D
Duncan Hill
创意媒体总监和《Ask The Compound》播客主持人,专注于投资和个人财务咨询。
J
Jeff
使用ChatGPT来改善关系和解决争论
J
Josh
著名财务顾问和媒体人物,创立了广受欢迎的“婴儿步骤”财务计划。
匿名
Topics
David 质疑财务顾问的价值,因为他认为自己的财务状况并不复杂。Ben Carlson 认为,评估财务顾问的价值在于他们是否履行了承诺的服务,以及提供的服务是否满足个人需求。他还建议,如果财务状况不复杂,并且财务顾问无法提供令人满意的价值,那么可能就应该解雇他们。Duncan Hill 指出,人们解雇财务顾问的首要原因通常是缺乏信任或帮助。Ben Carlson 补充说,缺乏沟通和透明度也是客户解雇财务顾问的主要原因之一。

Deep Dive

Chapters
Discusses the considerations and questions to ask when deciding whether to fire a financial advisor, focusing on value, communication, and personal needs.
  • Importance of trust and communication with your advisor
  • Questions to ask about the advisor's services and value proposition
  • Personal considerations like ease of transition and relationship dynamics

Shownotes Transcript

On episode 150 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO and Masters In Business Host Barry Ritholtz to discuss politics and investing, timing the sale of a house, dollar cost averaging vs lump summing at all-time highs, and much more! Submit your Ask The Compound questions to [email protected])!

Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc) and cancel your unwanted subscriptions today!

The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt)

Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe)

🎥 Watch this episode on YouTube: https://youtube.com/live/w2qTl8ioE7Q)

👕 Check out The Compound shop: https://www.idontshop.com)

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers). Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/)

Learn more about your ad choices. Visit megaphone.fm/adchoices)