- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Defined Benefit
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Ritholtz Wealth Management||3 months, 3 weeks||Jun 2018 - Present|
|Thirtynorth Investments, LLC||5 years, 2 months||Jul 2013 - Present|
|Ignite Investments and Planning||6 months||Jan 2013 - Jul 2013|
|Ferro Financial, LLC||2 years||Jan 2011 - Jan 2013|
|Wealthstream Advisors, Inc.||1 year, 5 months||Jul 2009 - Dec 2010|
|UBS Financial Services Inc.||3 years, 11 months||May 2005 - Apr 2009|
Designations & Memberships
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Financial AnalystDesignationWidely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.
Articles and Answers
AnswersAsk a financial questionAsk a question
|What exactly is estate tax?
The estate tax is a tax on money inherited by anyone other than the deceased's spouse at the time of death. Currently the federal estate tax applies only to amounts over $5,000,000. The 2011 estate tax rate is 35%, alhtough it is has been as high as 55% in the recent past. One can inherit up to $5,0...  (more)
Answered Feb 2012
|Is Obama's Buffett Rule supposed to replace the AMT?
The simple answer is, no. The proposed "Buffett" rule is in addition to the existing AMT. Under the Buffett rule, all taxpayers with income greater the $1,000,000 per year must pay a minimum 30% federal tax rate. This means that they will only be eligible to take deductions up to the 30% threshhold....  (more)
Answered May 2012
|What percentage of my income should I save for retirement?
The answer to how much depends on several factors, including the age at which you want to retire, the income you need in retirement, and the expected return of your retirement investment portfolio. However, it is likely a much larger percentage than you would expect. If your employer matches your c...  (more)
Answered Feb 2012
Licenses & Conducts
Ritholtz Wealth Management
$505.6MTotal Assets Under Management
N/ATotal Assets Under Advisement
$323.3KEstimated Average Account Balance