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Ben Carlson, CFA

Ben Carlson, CFA


Ben is author the blog, “A Wealth of Common Sense,” which focuses on wealth management, investments, financial markets and investor psychology. I subscribe and enjoy his insights, and think you might too.

His recent article   answers the question,  “How Do Stocks Perform When the Fed Raises Rates?

Ben manages portfolios for institutions and individuals at  Ritholtz Wealth Management LLC. He was named to the “Investment News” “40 Under 40” list of top financial advisors in 2017. He is author of four books about saving, investing and money:   Everything You Need To Know About Saving For Retirement  (2020) ,   A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan  (2015) Don’t Fall For It: A Short History of Financial Scams  (2019) , and  Organizational Alpha: How to Add Value in Institutional Asset Management  (2017).

Every Wednesday, you can listen to a new episode of his podcast “ Animal Spirits ” with Ben and colleague Michael Batnick. “Fortune” named “Animal Spirits” to its list of  Best Business Podcasts. Investopedia named Animal Spirits to its  top 10 investing podcast list.

About his blog, Ben writes, “The main reason I started this website is to try to explain the complexities of the various aspects of finance in a way that everyone could understand them. Both the economy and the financial markets are complex adaptive systems, but I’ve never found complex problems require complex solutions. Common sense and self-awareness are extremely underrated attributes in the world of finance.

Less is more is one of my guiding principles. Perspective and understanding can get you much further than tactics or textbook knowledge. I’ve always found that the most intelligent people I’ve learned from over the years are able to simplify to make any topic more understandable and put difficult concepts into common sense language. That’s always been my goal here as well.”

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