barry cjn

These Mistakes 'Destroy Wealth.' Are You Making Them?

Investing isn’t just about picking winners; it’s about avoiding costly mistakes. Barry Ritholtz, a financial expert and author of the 2025 book How Not To Invest, argues that many investors lose money not because they lack skill but because they fall into predictable traps. Ritholtz is the chief investment officer of the financial planning and asset management firm Ritholtz Wealth Management.

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Barry E-Mag – March 2025

As we enter into March and the weather (hopefully) begins to warm up, April 15th is right around the corner! That's also the deadline for 2024 IRA and Roth IRA contributions so if you haven't yet, there's still some time to make those contributions. In this month's issue, we explore AI chip wars and have included a chart comparing the performance of gold mining stocks to the Magnificent Seven. As always, be sure to scroll to the end for updates from our team.

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Why Private Equity is a SCAM (According to Warren Buffett and Charlie Munger)

Charlie Munger had a knack for cutting through the noise with humor and sharp insight, and this video is a perfect example. Using a witty analogy about a man selling a dangerous yet occasionally well-behaved horse, he exposes the dishonest tactics often used in private equity—selling businesses only when they briefly look their best. Warren Buffett then drives the point home, explaining why private equity firms prioritize hefty fees over investor returns, making it clear why everyday investors should tread carefully—watch the full video to hear their unfiltered take!

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