Ben Carlson

Dir:Institutional Asset Mgmt

Ben Carlson is director of institutional asset management at Ritholtz Wealth Management. He is the author of "Organizational Alpha: How to Add Value in Institutional Asset Management."

Latest

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Bloomberg Opinion

Lump-Sum Investing Is the Best Strategy, Except Now

In this market, dollar cost averaging provides a lower probability of large losses.

April 18, 2018

April 18, 2018

OpinionBen Carlson

Lump-Sum Investing Is the Best Strategy, Except Now

In this market, dollar cost averaging provides a lower probability of large losses.

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April 10, 2018

April 10, 2018

OpinionBen Carlson

Don't Use the 200-Day Moving Average as a Sell Signal

Investors need to be careful about blindly following any rule that gets them out of the market.

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March 27, 2018

March 27, 2018

OpinionBen Carlson

Lawmakers Don't Understand How Stock Buybacks Work

Repurchases benefit all shareholders, much like dividends.

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March 20, 2018

March 20, 2018

OpinionBen Carlson

Larry Kudlow's Strong Dollar Is Easier Said Than Done

Currencies don’t always do what politicians or economists would like them to.

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March 16, 2018

March 16, 2018

OpinionBen Carlson

Rising Treasury Yields Are a Good Problem to Have

Higher rates are a boon to bond buyers, hedge funds and savers.

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March 7, 2018

March 7, 2018

OpinionBen Carlson

Be Wary of the Gap Between Stock and Bond Yields

Ten-year Treasuries now offer better returns than equity dividends, but that may be misleading.

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March 1, 2018

March 1, 2018

OpinionBen Carlson

Stocks Are More Similar to Bonds Than You Think

Ignore conventional wisdom, inflation can harm both at the same time.

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February 22, 2018

February 22, 2018

OpinionBen Carlson

Inflation Is a Bigger Danger to Stocks Than Rising Rates

Rising prices have a stronger relationship with poor market outcomes.

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February 12, 2018

February 12, 2018

OpinionBen Carlson

Bond Bear Markets Aren't Measured in Losses Alone

The real risk to investors is the loss of purchasing power over the long term due to inflation.

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February 6, 2018

February 6, 2018

OpinionBen Carlson

These Kinds of Stock-Market Losses Aren't That Unusual

Daily dips of 2 percent or worse occur a little more than five times a year, on average.

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January 23, 2018

January 23, 2018

OpinionBen Carlson

U.S. Investors Need to Shed Their Home-Country Bias

American financial assets are expensive, but foreign markets offer higher yields.

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January 18, 2018

January 18, 2018

OpinionBen Carlson

Low Economic Volatility Won't Keep Markets Calm Forever

Stability itself can create instability when investors become too complacent.

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January 10, 2018

January 10, 2018

OpinionBen Carlson

Prepare for the Next Bear Market in Stocks

Six questions to think about before the inevitable downturn begins.

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January 5, 2018

January 5, 2018

OpinionBen Carlson

Stock Investors Will Benefit Most From Corporate Tax Overhaul

Inequality will worsen because the wealthy are by far the largest owners of equities.

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December 27, 2017

December 27, 2017

OpinionBen Carlson

Hunt for Next Bitcoin Will Spark Wilder Crypto Swings

New exchanges are creating a lottery for winners.

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December 18, 2017

December 18, 2017

OpinionBen Carlson

Yield Curve Inversions and Stocks Are a Toxic Mix

Every time since the mid-1970s that long rates have fallen below short rates, the S&P 500 has experienced a double-digit drawdown.

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December 8, 2017

December 8, 2017

OpinionBen Carlson

A Year of Double-Digit Gains Is the Norm for Stocks

The average annual increase of 21 percent and the average annual loss of 14 percent offer a wide range to work with.

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December 1, 2017

December 1, 2017

OpinionBen Carlson

Sell or Hold? What to Do When Your Stocks Are Soaring

Here are some options for those sitting on big gains this year.

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November 21, 2017

November 21, 2017

OpinionBen Carlson

Pension Funds Would Be Well-Advised to Reduce Risk

Conditions may dictate switching from stocks to bonds.

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November 16, 2017

November 16, 2017

OpinionBen Carlson

Even With Low Returns, Bonds Still Have Their Use

The current situation will require investors to lower their expectations, but they'll still need a hedge.

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