Category Archive: 9a.) Real Investment Advice

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CFNAI Index Suggests Economy Is Slowing

2025-03-01

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2025-03-01

Inside This Week's Bull Bear Report February Weakness And The Outlook For March Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. Over the previous week, the market fell sharply following news of a potential viral outbreak in China and more concerns about tariffs from the …

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CAPE-5: A Different Measure Of Valuation

2025-02-28

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2025-02-28

One of the most referenced valuation measures is Dr. Robert Shiller's Cyclically Adjusted Price-Earnings Ratio, known as CAPE. Valuations have always been, and remain, an essential variable in long-term investing returns. Or, as Warren Buffett once quipped: “Price Is What You Pay. Value Is What You Get.” One of the hallmarks of very late-stage bull …

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Retail Investors Are Suddenly Bearish

2025-02-28

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2025-02-28

The American Association of Individual Investors (AAII) sentiment indicator claims that 60.6% of the retail investors are bearish. The percentage of bears in its survey increased sharply from 40.5% at the prior reading on February 19. The AAII retail investor survey is now the most bearish it has been since September 2022. More stunning, this …

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Understanding Required Minimum Distributions (RMDs) and Their Tax Implications

2025-02-27

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2025-02-27

Required Minimum Distributions (RMDs) are an essential part of managing your retirement accounts and income in retirement. While they provide a way to access your savings, RMDs can have significant tax implications if not handled properly. Understanding how RMDs work, which accounts they affect, and strategies to minimize their tax impact can help you optimize …

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2-27-25 Nvidia beats. What now?

2025-02-27

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Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to...

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Understanding the Value of Guaranteed Income for Peace of Mind

2025-02-27

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Calculating average income & inflation rates is key. Having a guaranteed income brings comfort beyond just the numbers. Peace of mind is priceless 💰✨ #FinanceTips Watch the entire show here: https://cstu.io/9ff1b6 YouTube channel = @ TheRealInvestmentShow

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Consumers Are Losing Confidence

2025-02-27

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2025-02-27

Consumer Confidence, as surveyed by the Conference Board and University of Michigan, shows consumers are starting to lose economic confidence. Given that consumer spending drives the economy and influences inflation, confidence and the means to spend can significantly impact markets. Based on recent job data, the means (i.e., wages) to consume appear to be in …

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Retirement Savings Tips: Balancing Roth and Traditional Accounts for a Secure Future

2025-02-26

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🌟 Planning for retirement? Remember, it's YOUR money first! Enjoy your lifestyle while securing your future. Diversify your savings for a stable retirement! 💰🏖️ #RetirementPlanning #FinancialTips Watch the entire show here: https://cstu.io/1c9b19 YouTube channel = @ TheRealInvestmentShow

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2-26-25 How to Avoid an Inheritance Nightmare

2025-02-26

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Planning ahead has never been so vital to preserving your estate and hat happens to it after you're gone. Lance and Danny tackle the in's and out's of inheritance planning, and examine returning legislation to cut the estate tax in half and loer gift taxes. They'll expose Inheritance planning mistakes, provide important Estate planning tips that can help you avoid family inheritance disputes; plus, Wills and trusts guidance and financial legacy...

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The Trump 2.0 Put: Got Bonds?

2025-02-26

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2025-02-26

During Donald Trump's first term, some investors bought into the Trump 1.0 Put. The trade was based on the market's belief that Trump believed the stock market's performance was a referendum on his presidency. Accordingly, investors thought that Trump would do everything he could to backstop the stock market if it fell. Thus, some investors …

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Behavioral Economics: Managing Your Inner Voice

2025-02-26

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2025-02-26

The combination of extremely rich equity valuations, high interest rates, and a new President taking bold actions will likely continue to whip stocks around for the foreseeable future. Alongside those volatility-provoking factors is that the S&P 500 just posted two annual twenty-plus percent gains in a row. Accordingly, seeing average or below-average returns this year …

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Enhancing Your Portfolio: Why Patience with New Investments is Key

2025-02-25

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Patience is key with investments. Let them go through corrections and prove themselves. If they outperform S&P, they're portfolio-worthy. #InvestingTips Watch the entire show here: https://cstu.io/91c0ef YouTube channel = @ TheRealInvestmentShow

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2-25-25 Estimates By Analysts Have Gone Parabolic

2025-02-25

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The Chicago Fed's National Activity Index falls to -4.3: Looks like the data is catching up ith reality. Excess Savings Metric: Most are in no better financial shape than before the pandemic; implications to companies' earnings that the bottom 90% are beginning to struggle. Markets challenged the 50-DMA and failed on Monday; likely to be in a corrective phase for a hile. "If I ere President, the first thing I ould do..." Lance and...

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Cash At Buffett’s Berkshire Continues To Grow

2025-02-25

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2025-02-25

In its annual letter to shareholders this past weekend, Warren Buffett's Berkshire Hathaway announced that it had increased its cash holdings to $334 billion. As the Financial Times chart on the right shows, Berkshire's cash balances have more than doubled over the last few quarters to its highest level. Additionally, cash as a percentage of …

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Estimates By Analysts Have Gone Parabolic

2025-02-25

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2025-02-25

Just recently, S&P Global released its 2026 earnings estimates, which, for lack of a better word, have gone parabolic. Such should not be surprising given the ongoing exuberance on Wall Street. As noted last week, correlations between all asset classes, whether international or emerging markets, gold or bitcoin, have all gone to one. Unsurprisingly, rationalizations …

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Liquidity and Diversification in High Net Worth Investment Portfolios

2025-02-24

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Diversify your investment portfolio wisely! High net worth individuals allocate only 15-20% to alternatives. Liquidity matters! 💰📊 #InvestingTips Watch the entire show here: https://cstu.io/fc3507 YouTube channel = @ TheRealInvestmentShow

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2-24-25 New Coronavirus Discovery Shakes Markets

2025-02-24

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Lance has come up with a new business model for a Help Desk subscription service. It works on anything. The problem with margin debt; there's no appetite for IPO's. What Wall st. is doing instead. market sell off on Friday more the result of volatility around options expiration than Wuhan Lab news of the second coming of Covid. Don't expect any reflex rally today to hold. Economic indicators continue to hint at weaknesses; be aware of the content...

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Government Job Cuts May Be The Tip Of The Iceberg

2025-02-24

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2025-02-24

The coming unprecedented government job cuts will undoubtedly impact the job market. Given the labor market's importance to Fed policy and the economy, it's worth fully appreciating the size of the government workforce and other employees whose jobs might be affected. The following graph, courtesy of John Burns Research & Consulting, shows that 3.8 million …

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How to Incorporate Real Estate Investments Into Your Retirement Portfolio

2025-02-24

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2025-02-24

Real estate has long been considered a valuable investment option due to its potential for steady income, appreciation, and diversification benefits. For individuals planning for retirement, incorporating real estate retirement investments into a financial strategy can enhance income streams, hedge against inflation, and provide long-term stability. However, like any investment, it comes with risks and …

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Understanding Your Investments: Importance of Knowing What You Own

2025-02-23

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Know what you own! 💡 Don't invest blindly based on recommendations. Take control of your portfolio and make informed decisions. #investingtips Watch the entire show here: https://cstu.io/a995e1 YouTube channel = @ TheRealInvestmentShow

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