Category Archive: 9a.) Real Investment Advice

Filter archive by: Show All Show only Articles Show only Videos

Capitalizing on Market Volatility: Strategies for Oversold Conditions

2024-08-13

by

Market insight 📈 Don't wait to buy stocks in size. The market could stabilize, offering room for a bounce. Use the rally to reduce risk and rebalance your portfolio. #Stocks #Investing #MarketInsight Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

8-13-24 Four Reasons Mega-Caps Are Not Dead Yet

2024-08-13

by

It's economic report week, with previews of today's PPI, tomorrow's CPI, and Thursday's Retail sales numbers for July; will weaker consumer spending appear? Stock buybacks have returned. Markets to re-test 100-DMA, and set up to move up to the 20-DMA. Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and...

Read More »

Are Mega-Caps About To Make A Mega-Comeback?

2024-08-13

by

2024-08-13

Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. As we noted previously: “While there have certainly been more extended periods in the market without a 2% decline, it is essential to remember that low volatility represents a high “complacency” with investors. In...

Read More »

Options: Beneficial Tools When Used Properly

2024-08-12

by

Options are like guns - beneficial if used properly, dangerous if not. Young investors need to understand the risks of speculative trading. 📈💡 #InvestingTips Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

8-12-24 Be Careful of Market Predictions

2024-08-12

by

Laying the groundwork for Fed rate cuts: Will they or won't they in September, and by how much? 80% of S&P companies have reported; stock buy back windows are back open for business; Q-2 earnings summary: Not great, not terrible. Is consumer spending slowing (and will earnings estimates fall)? Last week's market volatility: Still in the process of correction. Sell-off was recovered by Friday. After a muted open today, use any rally to reduce...

Read More »

Focus on return, not taxes

2024-08-11

by

Focus on the return first, not taxes! 📈 Avoid selling stocks to dodge taxes, it can turn winners into losers. Taxes are part of the total return. #InvestWisely Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

Tech vs Value: Diversifying Between Tech and Value During Market Shifts

2024-08-10

by

Market breadth has been poor for the last 18 months. Will tech pull back while consumer defensive sectors thrive? Balancing our portfolio with value stocks. #investing #stocks Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

Economic Concerns Amid Market Fluctuations

2024-08-09

by

📉 Worried about a recession? đŸ€” Economic experts say consumer behavior is key. Stay tuned to see how things unfold! đŸ’Œ #Economy #ConsumerBehavior Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

8-9-24 What Kind of Inheritance Will You Leave Behind?

2024-08-09

by

With the turmoil of the past week, now is a good time to reassess your portfolio, and rebalance the risk. What is the deal with stocks advertising on TV? Wealth transferrence & Inheritances: How common is it for children to meet with parent and financial advisor? If there's money left... How RMD's can calter inheritances; how gift-giving works. Lance's kids are 'off the payroll.' Are you planning to receive an inheritance? How life-long...

Read More »

UBI – Tried, Tested And Failed As Expected

2024-08-09

by

2024-08-09

A Universal Basic Income (UBI) sounds great in theory. According to a previous study by the Roosevelt Institute, it could permanently increase the U.S. economy by trillions of dollars. While such socialistic policies sound great in theory, history, and data, they aren’t the economic saviors they are touted to be. What Is A Universal Basic Income (UBI) To understand why the theory of universal basic income (UBI) is heavily flawed, we need to...

Read More »

Understanding the Fear and Greed Index: What Does It Mean for Investors?

2024-08-08

by

Check out our Fear Greed Index! Investor allocations have surged from extremely low to high, indicating bullish market sentiment. 📈 #Investing #MarketTrends Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

8-8-24 Trapped Longs Take the Exit

2024-08-08

by

Economic Reports affected by Hurricanes Beryl & Debbie; market sell off continues. Inflationary data is still there; unwinding of Yen Carry Trade continues w/volatility. Lance recites a brief history of market crashes, causes & effects. The market correction actually started in July at peak; trapped-longs sold into market rally as exuberance reverses. Earnings Season has delivered a mixed back; 92% of companies have reported, opening buy...

Read More »

What a Financial Advisor? Consider these Seven Concepts.

2024-08-08

by

2024-08-08

So, you need a financial advisor, but do you truly understand the full extent of the benefits? Consider these Magnificent Seven Concepts: Concept One: Financial Advisors are NOT Portfolio Managers. Most consumers believe that financial advisors are primarily investment selectors and asset managers. While these duties are valid, they are not at the top of an advisor’s list or priorities. Many financial advisors outsource these duties to...

Read More »

401k participation, poor returns, poor participation, critical issue, human capital machine, providi

2024-08-07

by

Poor participation in 401ks is a big issue. We are our own human capital machine providing income. Let's rethink our approach. #401k #financialplanning Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

Give Us Five Minutes


2024-08-07

by

If you're not already regularly perusing our content at www.realinvestmentadvice.com, you're missing out on a treasure trove of research by Lance Roberts, Michael Lebowitz, Nick Lane, Richard Rosso, Danny Ratliff, and the rest of the RIA Team. ➱ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➱ Subscribe now and watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:...

Read More »

8-7-24 Is the Crisis Over?

2024-08-07

by

Is the crisis over? Too soon to tell, but the Nikkei did rebound, the Yen is coming down, and the BOJ is hold steady on rates. Earnings season continues; and it's too soon to suume the market has found the bottom. Admonition to be wary of the narratives. Market rally into the 100-DMA, buyt unlikely to test resistance the 50-DMA just yet. Understanding the Yen Carry Trade; risk management vs greed. Diversification worked on Monday. The Fed soesn't...

Read More »

Confidence Is The Underappreciated Economic Engine

2024-08-07

by

2024-08-07

Ask economists how they forecast economic activity. It’s likely they will mention productivity, demographics, debt, the Fed, interest rates, and a litany of other elements. Economic confidence is probably not at the top of the list for most economists. It is tricky to gauge as it can be inconsistent. However, confidence can sometimes change quickly and often with significant economic impacts. Look at the two pictures below. Can you spot a...

Read More »

Questioning Societal Expectations: Navigating Financial Freedom on Your Own Terms

2024-08-06

by

Creating a better future is key. Do we really need to follow these societal norms? Let's rethink our priorities and pave our own path. 💭 #FutureGoals #SocietalPressure Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

8-6-24 Is the Selling Over?

2024-08-06

by

Monday's Carry Trade-inspired blowout saw lots of selling , but a little bit of recovery before the dust settled. The ISM Services Report clocked-in a little stronger than expected, taking fears of imminent Recession off the table. The Fed might not have to cut rates as much. Markets are now over sold by three standard deviations off the moving average; a bounce is in the office, but this could be the beginning of a bigger correction. Lance and...

Read More »

Yen Carry Trade Blows Up Sparking Global Sell-Off

2024-08-06

by

2024-08-06

On Monday morning, investors woke up to plunging stock markets as the “Yen Carry Trade” blew up. While media headlines suggested the sell-off was due to fears of a recession, slowing employment growth, or fears over Israel and Iran, such is not the case.

Read More »