Year-End Portfolio Tweaks for an Unusual Year
At this point in the typical year, this column would be filled with all the usual personal financial advice: max out the contributions to your 401(k) and 529 savings plans, add to your health savings account, make year-end charitable donations and make sure to rebalance your investment portfolio.
Who Can Investors Listen to When Everybody’s Wrong?: Barry Ritholtz
The year 2020 will be remembered for any number of things, including how wrong so many were about so much. From the pandemic to the election, and from the economy to financial markets, prognosticators did a horrible job.
Mediocre SPAC Returns Shouldn't Be a Surprise: Barry Ritholtz
There has been increasing focus on the poor performance of a newly popular Wall Street product called special-purpose acquisition vehicles, or SPACs. My Bloomberg Opinion colleague Nir Kaissar dived into the debate recently, citing research showing the returns of most SPACs are subpar.
Ritholtz: Midyear Questions for Disappointed Investors: What Went Wrong?
With the second quarter behind us, investors are evaluating how well their holdings have performed. The midpoint of the year is as good time as any to evaluate what you did right or wrong in a very challenging year.