Enjoyable dialog in Barron’s about Steering Purchasers Away From Dangerous Investing Errors. Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours really.
We talk about anticipating and thwarting the unhealthy conduct the place traders hurts themselves:
“Avoiding unhealthy decisions lies on the coronary heart of How To not Make investments, a brand new e-book by Barry Ritholtz, the founder and chief funding officer of Ritholtz Wealth Administration, a monetary planning agency with $5.6 billion in property below administration. Ritholtz mentioned that the e-book attracts inspiration from main funding minds comparable to Charles Ellis, the founding father of consulting agency Greenwich Associates and the previous chairman of the Yale Endowment, and the late Charlie Munger, a vice chairman at Berkshire Hathaway and Warren Buffett’s longtime sidekick. Each traders, says Ritholtz, subscribed to the view that “we’re all higher off if we simply make fewer errors.”
Numerous good recommendation from the trio.
Examine it out right here.
Supply:
How Subsequent-Era Advisors Steer Purchasers Away From Dangerous Investing Errors
A key position of a monetary advisor is to stop purchasers from making rash selections throughout unstable markets.
By John Kimelman
Barron’s Might 01, 2025
