9-23-24 Will this Week’s Data Support Fed Rationale for Cutting Rates?

2024-09-14

🚀 Exciting times ahead with new technology and AI companies emerging! 🌟 Keep an eye out for the next big player in the market. #TechTrends #AI #Innovation

Watch the entire show here: https://cstu.io/eabc12
YouTube channel = @ TheRealInvestmentShow

2024-09-10

Prepare for market uncertainties by increasing emergency savings to 1-1.5 years’ worth. Keep cash in a money market account for easy access during downturns. #FinancialAdvice #MarketStrategy 📈📉

YouTube channel = @ TheRealInvestmentShow
Entire show: https://cstu.io/325bab

2024-07-02

You’ve got questions, we’ve got answers!
RIA Advisors Director of Financial Planning, Richard Rosso, CFP, and Senior Financial Advisor, Jonathan Penn, CFP, field questions from our YouTube audience:

0:00 – Intro/Disclosure
1:29 – Why we started Candid Coffee
3:45 – Market Commentary – High Complacency, Low Volatility; Americans have churned through savings cushion of $2-Trillion; Incomes peaked at 2020, and have now gone negative; prices remain high, but rate of change (PCE inflation) is flat.
9:30 – Impact of AI; more volatility coming in 2025.
14:00 – Discussion on energy and alternative streams. Anticipating what’s going to happen next.
19:10 – Social Security: What’s the viability/Financial health?
30:18 – Any changes in % Return build into RIA Plans based on current yields &

2024-06-28

Delaying Social Security can make a huge difference, especially for spouses with unequal contributions. Consider your partner when making claiming decisions. #SocialSecurity #Retirement

Richard Rosso discusses the implications of delaying Social Security benefits with a focus on considering the financial needs of your spouse. Learn key insights into why this decision needs careful thought, especially when there’s a significant income gap between partners.
– The impact of a younger spouse with lower Social Security contributions
– Importance of considering your spouse in claiming decisions
– Statistics on men making unilateral Social Security decisions
– Issues with taking Social Security benefits early
– The importance of joint decision-making for financial security

➢ Listen

2024-06-25

Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) are to be called. Who does the Fed depend upon for data? There are many divergences in the data; Nvidia’s bad day(s): Stock split and 13% drop is a correction, not a crash. Doing the math to S&P 6,300 and looking at the range of possibilities. We address the common investor’s desire for a perfect low-risk, high-reward investment. Lance & Jon discuss the unrealistic expectations and the growing demand for such ideal investments in today’s market and economy: The search for a magic pill investment; expectations versus reality in market investments; economic uncertainty driving demand for

2024-04-24

Got a million dollars, now what? Creating a strategy tailored to your goals is key. Check out our latest vuidei for tips on super savers’ habits! 💰 #FinancialPlanning #millionairenextdoor

Discover the secrets behind the financial success of millionaires in our latest video! Learn the habits that could make or break your journey to reaching your saving goals.

– Unveiling the habits that drive millionaires to their wealth.
– Understand why saving a certain amount might be too much or not enough.
– The importance of creating a tailored strategy to meet your financial objectives.
– Insight into the effective habits that start the foundation of substantial savings.
– Highlights from our blog on the DNA of super-savers, akin to the concepts from "The Millionaire Next Door."

➢ Listen

2024-04-17

Market Recap, Jerome Powell on rate cuts and stickier inflation; commodities on the rise = inflation. The CRB Index correlation with W. Texas Crude; no rate cuts until Fall? Markets break the 50-DMA; might be time to trim and rebalance for risk. Jury Duty and the Reflation Trade; Easter + Spring Break impact on March retail sales were underwhelming, following similar disappointment with February & Valentine’s Day sales. How long can "buy-now, pay-later" last? How to screw up your retirement; the only way to wealth is by saving money; investing is for protecting wealth against inflation. The HODL Plan (hold on for dear life); avoid speculation. The demographic line of demarcation in saving for retirement; paying off credit cards, saving 30% of income; fully-fund 401-k.

3:08 – No Rate

2024-04-11

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. So what is and isn’t driving the price of gold higher?

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
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Articles mentioned in this report:
"Is Gold Warning Us Or Running With The Markets?"
https://realinvestmentadvice.com/is-gold-warning-us-or-running-with-the-markets/
"Margin Debt Surges As Bulls Leverage Bets"
https://realinvestmentadvice.com/margin-debt-surges-as-bulls-leverage-bets/
"Inflation Scare Or Much Ado About Nothing?"
https://realinvestmentadvice.com/newsletter/
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