Practical analysis for investment professionals

Robert J. Martorana, CFA

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9 Posts

Biography

Robert J. Martorana, CFA, has worked on the buy-side since 1985 as a stock analyst, portfolio manager, research director, financial advisor, and editor of a hedge-fund website. In 2009, Martorana founded Right Blend Investing, a fee-based RIA that manages individual portfolios and does consulting for the asset management industry. RBI has one unique claim to fame in that it supports an orphanage in Andhra Pradesh, India. Since 2011, Martorana has published over 1,000 pages of contract research, and he is co-author of Alts Democratized by Wiley Finance.

Author's Posts
How to Read Financial News Redux: The Complete Series

How should you approach financial news? Robert J. Martorana, CFA, shares his advice.

How to Read Financial News Redux: Separate the Narrative from the Noise

Sometimes old narratives cast a long shadow and obscure more than they reveal.

How to Read Financial News Redux: Understanding Consensus

Consensus expectations are a logical starting point for putting any financial news into its proper context.

How to Read Financial News Redux: Process Determines Priorities

How is financial news like a crying baby? Robert J. Martorana, CFA, explains.

Nine Guidelines for Better Panel Discussions

Good things do not happen naturally when you throw investors together on a panel. Is there a way to make panel discussions more interesting and insightful? Robert J. Martorana, CFA, shares his perspective.

How to Read Financial News: Tips from Portfolio Managers

Reading obscure financial information may look and feel like productive work, but most of this content has little chance of leading to better results, says Robert Martorana, CFA. So portfolio managers must learn to read fast and quickly detect nonsense.

Why I Love Having My Own RIA

Business is so much easier when you have autonomy. This is especially true for advisers, since you can choose a structure that fits your philosophy and personality. You can also adapt faster to industry changes, such as the shift to fee-only advice and the fiduciary standard.

Simple, Safe, and Cost-Effective: Using a Core/Satellite Approach in Your 401(k)

Robert Martorana, CFA, explains why he thinks the core/satellite approach is the best way for advisors to manage balancing costs and benefits while keeping the client’s best interest in mind, specifically in regards to 401(k)s.



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