How to Money Practical AND Beautiful Investing Advice w/ Callie Cox #983
May 14, 2025
Callie Cox, part of the Ritholtz Wealth Management team and author of the newsletter OptimistiCallie, offers insightful investment advice for everyday investors. She delves into creating a ‘practical and beautiful’ portfolio amidst economic volatility. The discussion touches on navigating emotional challenges in investing, the impact of current policies, and the significance of understanding personal risk tolerance. Callie also highlights trends for younger investors shaped by technology and the importance of personal finance education in today’s complex market.
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Tariffs Drive Market Uncertainty
- The stock market's recent volatility is driven by wide-ranging tariff policy changes and economic uncertainty.
- Investors and businesses are uncertain about the future, leading to decreased spending and market drops.
Control Emotional Reactions
- React slowly to market news; immediate emotional reactions likely lead to poor decisions.
- Develop a personal process to center yourself before making investment decisions.
Avoid Extreme Investment Moves
- Avoid extreme reactionary decisions like selling everything or buying impulsively.
- Instead, find a middle path tailored to your time horizon and comfort with risk.