When Should You Sell Your Beaten-Down Stocks?
Ask The Compound10 Nov 2022

When Should You Sell Your Beaten-Down Stocks?

On episode 52 of Portfolio Rescue, Ben Carlson is joined by RWM CFO and the taxman himself, Bill Sweet, to discuss SPAC losses, losing to inflation by investing under your mattress, and stock-picking companies you haven’t heard of. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(348)

How Should You Invest for Your Kids?

How Should You Invest for Your Kids?

On episode 53 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Kevin Young to discuss investing in bonds as a young person, what to do with monthly allowances, life ...

17 Nov 202235min

When Should Your Asset Allocation Change?

When Should Your Asset Allocation Change?

On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, re...

3 Nov 202234min

What’s a Better Buy Right Now - Stocks or Bonds?

What’s a Better Buy Right Now - Stocks or Bonds?

On episode 50 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by CFP and Tax Specialist Bill Sweet, to discuss if or when to lower your contributions to a 401k, how to plan for future tax ...

27 Okt 202239min

What Is the Fed Doing?

What Is the Fed Doing?

On episode 49 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Cullen Roche, Author of Pragmatic Capitalism and Founder of Discipline Funds to discuss if the Fed is making a mistake, the...

20 Okt 202234min

What’s the Worst Case Scenario for Stocks?

What’s the Worst Case Scenario for Stocks?

On episode 48 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor, CFP, and Higher-Education Specialist Tony Isola to discuss buying your first house, where to start with FAFSA,...

13 Okt 202233min

Should I Buy a House Right Now?

Should I Buy a House Right Now?

On episode 47 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Animal Spirits co-host Michael Batnick to discuss timing the bond market, Michael's pitch for muni bonds, whether or not to...

6 Okt 202230min

What’s the Best Inflation Hedge Right Now?

What’s the Best Inflation Hedge Right Now?

On episode 46 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting the fed funds rate on the blockchain, building an emergency fund, ...

29 Sep 202237min

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