Meet the RIA

Ritholtz Wealth Management Chairman and CIO Barry Ritholtz shares his personal journey as an RIA, why he started managing people's money, and his approach to research, commentary and analysis.

Ric Edelman, Founder of the #1 RIA Firm Edelman Financial Engines, discusses stocks and why he thinks there could be more pain to come for markets. Edelman also shares creative ways he is helping clients save money during these uncertain times.  Whether it's paying full tuition for your child to take online classes at an expensive university or paying auto insurance for a vehicle parked in your garage for the foreseeable future, he redefines personal finance in the new virtual environment we are living in. 

Peter Mallouk discusses how to invest during a bear market, common mistakes people make trying to time a top or a bottom, and potential buying opportunities. He also explains why stocks can be going up while small businesses are failing, calling it a big disconnect between Main Street and Wall Street. Mallouk is the President of Creative Planning, which has been consistently ranked one of the top RIA firms in the country.

We hear from David Bahnsen, CIO and Managing Partner at the Bahnsen Group, on balancing risks and long-term client goals. The Top 100 Advisor gives his take on the Fed's trajectory, the Saudi oil attacks, and negative rates globally.