Category Archive: 9a.) Real Investment Advice

The Fed can call it reserve management purchases, but the mechanics are the same: they are adding liquidity, expanding the balance sheet, and supporting financial markets. In this short video, Michael Lebowitz and I discuss why the terminology matters less than the market impact. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

Read More »

The Fed can call it reserve management purchases, but the mechanics are the same: they are adding liquidity, expanding the balance sheet, and supporting financial markets. In this short video, Michael Lebowitz and I discuss why the terminology matters less than the market impact. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

Read More »

The holidays bring families together—but they also create a rare opportunity to talk about something that truly matters: legacy. Richard Rosso & Sarah Buenger explore how thoughtful, well-framed conversations about money, wishes, and values can become one of the greatest gifts you give your family. Research shows that nearly 70% of parents have never discussed inheritance with their children, often leaving confusion, conflict, or unresolved...

Read More »

The Federal Reserve is entering a pivotal phase, and the decisions it makes now will define the next era of monetary policy. Lance Roberts and The Fed Guy, Joseph Wang, examine the structural forces putting the Fed at a crossroads—from rate cuts and shifting labor-market dynamics to the long-term impact of AI, tariff-driven inflation, and changes in the Fed’s balance-sheet strategy. We explore why markets appear bullish on economic growth despite...

Read More »

Everyone has financial ghosts—old decisions, forgotten expenses, or long-ignored habits that creep back into the present and shape our financial lives. In this episode, we explore three practical strategies to tackle your financial ghosts, reduce money stress, and build a healthier long-term financial foundation. Richard Rosso & Jonathan McCarty break down how to evaluate your household debt-to-income ratios, identify where spending silently...

Read More »

➢ Listen daily on Apple Podcasts: The Fed delivered a far more dovish cut than markets expected. In this short video, Michael Lebowitz and I discuss why Powell’s tone shifted, what he revealed about jobs and inflation, and why this matters for markets now. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

Read More »

The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, three Fed governors dissented--an uncommon break in policy unity that raises new questions about inflation progress, economic risk, and the path of monetary policy into 2026. Lance Roberts & Michael Lebowitz explain why the Fed cut now, what the dissent signals, and how a split vote may affect...

Read More »

Next year may unfold as a tale of two markets: strength early fueled by liquidity and momentum, followed by potential weakness as valuations and credit risks emerge. In this short video, Lance Roberts explains why a balanced approach with defensives, cash, and flexibility is the smartest way to navigate 2026. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

Read More »

It’s Fed Day, and today’s Live Q&A covers what investors should expect as markets position around the announcement, why volatility may pick up afterward, and how this week’s action shapes the potential for a Santa Claus Rally. We also discuss whether the Fed has stepped back from its inflation mandate, what that means for long bonds, and how Treasury supply-and-demand dynamics factor into portfolio risk. Lance Roberts & Danny Ratliff...

Read More »

Markets are dangerously overextended and priced for perfection going into 2026. In this short video, I explain why elevated valuations, mean reversion, and rising credit stress could make 2026 far riskier than investors expect. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

Read More »

Debt can reshape a family, fracture relationships, and derail financial goals — especially when fraud or addiction is involved. Lance Roberts & Jonathan Penn address the importance of protecting your credit and financial future, and share four “good enough” financial moves to simplify money management without sacrificing results...strategies to cut through the noise and help you stay on track with less time, less stress, and fewer decisions....

Read More »