Accepting an Imperfect Portfolio with Nick Maggiulli

  FEATURING: NICK MAGGIULLI Q: Tell us about your role at Ritholtz Wealth Management and your “Of Dollars And Data” blog. How do you hope to educate investors about the importance of data when making investment decisions? A: I maintain my blog at “Of Dollars And Data” to help people make better financial decisions using … Continued

Winning in Bear Markets with Rita Cheng

  FEATURING: RITA CHENG Click to view in YCharts Q: Tell us about yourself and Blue Ocean Global Wealth. What is your philosophy? A: I help clients gain clarity, confidence and control of their finances. The foundation of every client relationship is financial planning. Financial planning is a collaborative process that helps clients meet their … Continued