2-13-25 Inflation on the Rise: What Does it Mean?

2025-01-14

In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in equity positioning over the last two years, several risks are now worth considering. However, it is critical to note that being “tactically bearish” does NOT mean we …

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2025-01-13

The initial reaction to Friday’s BLS jobs report was a yield surge and a sharp stock decline. Stock investors are finally noticing higher yields. While sentiment can certainly cause stocks and bonds to deviate from fundamentals, at the end of the day, they both have fundamental roots in economic activity. Over the past couple of …

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2025-01-10

Possible economic risks ahead due to government policies like tariffs or deportations impacting economic growth and earnings. Stay informed! 📉💼 #Economy #PolicyChanges

Watch the entire show here:https://cstu.io/6601c6

YouTube channel = @ TheRealInvestmentShow

2025-01-10

I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my portfolio management practices. As with all resolutions made at the beginning of a new year, it is not uncommon …

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2024-11-08

Why do COLA adjustments lack impact, and what are the Social Security COLA issues that affect you most? Richard Rosso & Danny Ratliff look at cost of living adjustment problems, the incredible Inflation and COLA disconnect, why understanding COLA and inflation is vital.

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Why Is Gold Surging?"
https://realinvestmentadvice.com/why-is-gold-surging/
"Election Day! Plan For Volatility"
https://realinvestmentadvice.com/election-day-plan-for-volatility/
"The Presidential Election Cometh"
https://realinvestmentadvice.com/newsletter/
"Corporate Buybacks: A Wolf In Sheep’s Clothing"

2024-11-05

Will the 2025 Election be The Most Important Election Ever? Yes…until 2028. Vote for the policy, not the personality: Child Care Credits case study. Markest are hangin’ on ahead of the election, setting up for a post-election rally.Bond yields are the result of pre-election positioning; bond auction is next week. It’s hard to buy when it’s unpopular. Why are Small Caps having a hard time: They’re not growing earnings. Most sensitive to difficult economy. Understand what gives stocks long term growth; will economic growth slow to "normal" next year? Don’t expect 20% grwoth in 2025. Markets’ historical post-election performance & government stimulus; why you have about six years remaining to make as much money as your can before the end of the current, bullish market cycle. Ignore

2024-11-05

With Election Day finally here, markets are bracing for potential volatility. History shows that the stock market can react unpredictably to election outcomes, especially when the results are unclear or contested. In past elections, sudden policy shifts, political uncertainty, or contentious outcomes caused heightened volatility—making it essential to prepare your portfolio now to weather whatever the day brings.

The S&P 500 has averaged a 7% gain during U.S. presidential election years since 1952. While a 7% gain is far from disastrous, it is also well short of the 22% gain this year. Of course, investors need to remember that past performance does not guarantee future returns, and there have only been 18 presidential elections since 1952.

Notably, this is the best election-year

2024-09-09

Markets are having a rough start for September; Will the be a correction before the election? Lance examines the buyer/seller dynamic. Markets will probably bound this week. Look for a moderate rally, which will provide opportunity to trim portfolio risk. September/October stock market volatility is expected, with markets de-risking going into the election. Will there be an economic slowdown in September? Lance answers a question from YouTube chat," Who receives the difference in profits/losses when a company sells stock? Why stock buybacks are a scam; a dividend is a return of value to stock holder, while a buyback is a share redemption. The next, great undoing of the markets has not yet been thought of. The Friday Jobs Report: Not to hot, not too cold, but definitely not just right.