
Alex Palumbo
Ritholtz Wealth Management Advisor and CFP
Best podcasts with Alex Palumbo
Ranked by the Snipd community

Aug 15, 2024 • 35min
The Simplest Stock Market Hedge
Alex Palumbo, a seasoned CFP and advisor with RWM, dives into the world of financial strategies. He discusses how bonds can effectively hedge against stock market declines while remaining viable in rising markets. The conversation highlights the psychological and financial challenges faced by investors with concentrated stocks, like Amazon. Additionally, they tackle the importance of choosing sound performance metrics for evaluating financial advisors, emphasizing the significance of personalized benchmarks in achieving true client satisfaction.

Nov 16, 2023 • 34min
Where Should I Invest $50K Right Now?
In this episode, Ben Carlson and Duncan Hill are joined by Alex Palumbo, Ritholtz Wealth Management Advisor and CFP, to discuss market concentration, tracking investments, managing personal finances, and the decision between cash and financing for big purchases.