Orion Planning Dashboard
The most comprehensive Ridgeline dashboard that aggregates all your accounts and goals into one big picture.
TD Ameritrade Portal
A TD Ameritrade Institutional portal to see statements, tax forms, trade confirmations, distribution alerts, and more.
Betterment Portal
The Betterment portal to open accounts, initiate transfers, and see statements, tax forms, trade confirmations, & more.
LINKS, ARTICLES, AND DOWNLOADS
- The Ridgeline team reads voraciously, and below are just some of those items we want to share that are interesting, unique, fun, or particularly helpful.
- They often bring a new perspective as counterbalance to much of the click-seeking and fear-inducing financial news so readily available.
We don't always agree with 100% of what's written or communicated via the links below, but we find multiple viewpoints important. Enjoy!
Added 03/21/2023: Risk is NOT what you think
When the media speaks of risk, they're almost always referring to volatility. This is wrong. Howard Marks has said "Volatility is, at best, an indicator of the presence of risk. But volatility is not risk." So, what is it? [a Twitter post from Money Visuals]
Added 03/01/2023: Investing Isn’t Gambling by Eric Soda
Gambling is the most common comparison made to the world of investing. Of course, it couldn’t be further from the truth. You know that. We know that. But so many investors fail to realize that the odds and time are both on the side of the investor and the author explains the differences in short form.
Added 03/01/2023: Myths That Won’t Die by Richard Quinn
This post is all about Social Security and the myths that are so abundant
Added 01/18/2023: The Long-Term Wins
by Ben Carlson: “More than 75% of 20 year periods have seen annual returns of 8% or more. Almost 96% of the 30 year time frames had annual returns of 9% or more. Over 30 years that’s a return of more than 1,300% in total. The worst 30 year return was gains of more than 800%!”
Added 12/26/2022: Markets In Perspective
A collection of charts and market updates that may surprise you
Added 11/19/2022: Personal Finance: We have met the enemy, and it’s not recession
A timely and--at the same time--timeless article by Chris Hopkins, a chartered financial analyst
Added 11/17/2022: Markets Don’t Wait for Official Announcements
Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports
Added 10/18/2022: Never Interrupt Compounding
“The first rule of compounding: Never interrupt it unnecessarily.” - Charlie Munger
Added 08/04/2022: How Experts Think About Bear Market Opportunities
A helpful post from Visual Capital answering the question: When faced with the challenges of a bear market, how do experts respond?
Added 09/22/2022: Fluent In Finance
Practical and insightful twitter thread with some helpful perspective
Added 08/15/2022: A Simple Way to Vastly Improve Your Investment Performance
If you really want a simple way to succeed as an investor, print this letter out, and sign it
Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Caleb Huftalin at 480.779.0127. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ridgeline Private Wealth and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Ridgeline Private Wealth. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Ridgeline Private Wealth, nor any agency, officer, or employee of Ridgeline Private Wealth, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. © 2022-2023
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