Overvalued Markets, Big Decisions & Cherry-Picking with Nick Maggiulli

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, CHIEF OPERATING OFFICER, NICK MAGGIULLI @DOLLARSANDDATA One of the biggest questions on investors’ minds today is whether the stock market is overvalued. After all, if you look at the data, it seems abundantly clear that prices have outpaced fundamentals (i.e. earnings) over the past couple of years. For example, from January 2020 … Continued

White Paper: What’s the Optimal Rebalancing Strategy?

Portfolio rebalancing is the practice of realigning a portfolio’s actual allocations with the allocation percentages that were originally intended by the advisor and their client. The problem: rebalancing can negatively impact performance in pursuit of risk controls, and it’s unclear which is the optimal rebalancing frequency. Which strategy is best for managing risk and maximizing … Continued