by Lance Roberts
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| Apple's outlook will set the tone for today's market action; the January effect will be set by the end of the day. Rich & Matt discuss tariffs & volatility; Mexico and Canada are targets. Inflation data due today with the PCE report. The FEd's target is still 2%, and there's no reason to lower rates for now. This is forcing markets to shift focus; why a little inflation is a good thing. The US Tax Code can make you cry like Selena Gomez: Rich & Matt discuss inflation-adjusted tax brackets and standard deduction changes; Qualified Charitable Donations, Quarterly estimated tax payment requirements, and avoiding underpayment penalties. Are itemized deductions even worth the trouble? IRA contributions & avoiding pre-tax and after-tax fund mingling. Catchup contributions & HSa's: They're like a healthcare IRA. The retirement spending smile vs stairstep spending; planning and goal-scooping in retirement. Planning for more volatility in 2025, dealing with portfolio assets that go up and down. 3:13 - Apple Sets the Tone; Why Some Inflation is Good 14:39 - The US Tax Code Will Make You Cry 30:35 - Avoid Mixing Pre-tax and After-tax Dollars 44:47 - Tracking the Retirement Spending Smile Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/ ------- Articles mentioned in this report: "Curb Your Enthusiasm” In 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Meme Coins Do Not Create Wealth: They Destroy It" https://realinvestmentadvice.com/resources/blog/meme-coins-do-not-create-wealth-they-destroy-it/ "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/ "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "Why Options Data is Off the Hook," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Watching the Mega-Cap Earnings Parade" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxSeason2025 #TaxTips #TaxDeductions #IRSUpdates #FinancialPlanning #FederalReserve #InterestRates #FedPolicy #Options #CallOptions #PutOptions #SpeculativeMoney#EarningsSeason #StockMarketNews #BigTechEarnings #InvestingTrends #FinancialMarkets #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing |
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9-12-24 Did Inflation Change the Fed’s Outlook?
2024-09-12
Inflation eased to new three-year lows, teeing up the Fed to begin gradually reducing interest rates at a meeting next week. But will they?
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Register for our Retirement Blueprint presentation:
https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator
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Articles mentioned in this report:
"S&P 500 – A Bullish And Bearish Analysis"
https://realinvestmentadvice.com/sp-500-a-bullish-and-bearish-analysis/
"Risks Facing Bullish Investors As September Begins"
https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/
"Long-Term Signals Suggest Lower Forward Returns"
9-10-24 Five Actions You Can Take Today to Minimize Risk
2024-09-10
Lance Roberts previews the next Fed meeting and rate drop predictions; 2-yr Treasury yields are reflective of rate expectations. Forward earnings revisions continue to ratchet downward; markets must reprice on expectations, impacting performance. Monday’s market rally was a disappointment; MACD sell signal is still in place. There are still barriers and resistance in the way of markets moving higher. This is not a good time to buy bonds. Lance and Jon look at what happens to stocks when a company is added to the S&P 500; why you should never track to an index: They’re not reality. Wall Street wants you perpetually upset because money movement and emotions create fees. Indexes do not pay fees or taxes. Five steps you can take to mitigate portfolio risk. Lance and Jon answer e-mail query
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