Market Cycles Explained: Preparing for the Impact of Rate Cuts
2024-06-21
Markets move in cycles. Remember how happy you were this date last year? Anticipate the Fed cutting rates, it impacts the markets. Stay informed. 📈💡 #Finance #MarketTrends #FinancialDistress
We break down the realities of market cycles and offers a cautious outlook for the year ahead. Get ready for some insightful truths about what really happens when the Fed starts adjusting rates.
– Explanation of market cycles
– The role of the Federal Reserve in market performance
– Impact of rate cuts on market behavior
– Anticipation versus reaction in market dynamics
– Predictions for market conditions in the next year
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6-19-24 Retail Sales Disappoint
2024-06-19
The latest Retail Sales data shows cutbacks by consumers; how might this cause the Fed to shift its rate cut timing?
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Consumer Survey Shows Rising Bullishness"
https://realinvestmentadvice.com/consumer-survey-shows-rising-bullishness/
"Inflation Print Keeps Fed On Track To Cut Rates"
https://realinvestmentadvice.com/newsletter/
"Grant: Rates Are Going Much Higher. Is He Right?"
https://realinvestmentadvice.com/grant-rates-are-going-much-higher-is-he-right/
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The latest installment of our new feature, Before the Bell, "What Makes Correction Pain Worse?" is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our
Is Gold Warning Us Or Running With The Markets?
2024-04-10
Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics.
Is America Mirroring Japan’s Lost Decades?
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In this week’s Fedapolooza, Fed spokespersons seem to be growthin less hawkish about rates. Inflation is simply a function of supply & demand. There is a high correlation between GDP/CPI and interest rates. When inflation comes down, so will rates. Watching tomorrow’s employement report: ADP is a poor predictor of BLS data. The Bernie Madoff trendline remains intact in markets; bullish sentiment is very high; bear sightings on Wall Street are rare. Technical trends of inflation are falling as the economy slows; comparisons of Japanese and U.S. economies; discussion on the economic impact on younger generations. Central Bank dominance: Control of markets destroys capitalism. Capitalism is eroding. Discussion of Capitalism vs Socialism and excessive government intervention: What the public
Beware the Risks in Medicare Advantage Plans 2024
2024-03-22
What do the Three Stooges and the Fed’s rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up and the Fed cannot cut rates? We’re living in a government-driven economy. The challenges to withdrawal rates: Goal-harvesting. Goal shifting when retirement guardrails change. The Reddit IPO: Let the euphoria burn away. Risks to Medicare Advantage plans in 2024: Pre-existing clauses. We now have to deal with reinvestment risks as rates begin to fall; alternatives to getting away from high fixed-income earnings.
3:12 – The Three Rate Cut Stooges
14:23 – Retirement Goal-harvesting
30:16 – Risks in Medicare Advantage 2024
44:33 – Medicare Advantage Risks & Reinvestment Risks as Rates Begin to Drop
Hosted by RIA Advisors Director of
How Your Social Security is Taxed
2024-02-09
(2/9/24) Rich & Danny prepare for today’s market action & economic releases; the notion that markets believe the Fed should lower rates is un-believable. Labor and unit costs will ultimately be the determining factor. Tesla is dropped from the Magnificent-7, replaced by Eli Lilly; should it be the "Sexy-7?" Mutant wolves roam Chernobyl; Taylor Swift & the Super Bowl: she is the epitome of the American Dream. Why Taylor Swift won’t have to worry about IRMAA charges. New SS COLA and tax implications; why diversification of accounts matters. How your Social Security is taxed. IRMAA & the Five-Year Rule; FIFO (first-in, first-out) in Roth. How to manage Roth if retirement is a few years away.
2:49 – Market & Economic Numbers Preview: Fed Rate Policy
14:03 – Taylor Swift, Mutant Wolves, &
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(2/2/24) King Cakes, Ground Hog’s Day, & Meta results: finally paying a dividend to investors. Fed commentary: will the labor markets crack? Will the Fed continue to move the goal posts? Our next Candid Coffee is February 24 (registration link is below): Couples’ money communication; children are Trustees in training. Having the Money Conversation with kids; (The Ground Hog predicts an early Spring). Going back to work after retirement; the Buc-cee’s segment; Retirees returning to work; the reluctance to use a financial advisor; the struggle for men in retirement; why many retirees return to work. The value of a blended portfolio; how to grade your financial advisor: What should be on the report card? Why health and lifestyle matter in retirement.
2:20 – King Cakes, Ground Hog’s Day, &
How Government Spending Really Works
2024-01-11
(1/16/24) [NOTE: If you’re watching this video, we are dealing with The Great Ice Storm of 2024., and hope to be back in the studio, live, tomorrow. Or the next day…when ever things thaw.]
Congress’ is enmeshed with another continuing resolution battle instead of mandated budgeting; that’s how D.C. does business now.
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Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch the full show from which this excerpt was taken:
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s
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Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
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The latest installment of our
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