Category Archive: 9a.) Real Investment Advice

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Focus on return, not taxes

2024-08-11

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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

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

2024-08-10

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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

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Economic Concerns Amid Market Fluctuations

2024-08-09

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

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

2024-08-09

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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...

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UBI – Tried, Tested And Failed As Expected

2024-08-09

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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...

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

2024-08-08

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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

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8-8-24 Trapped Longs Take the Exit

2024-08-08

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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...

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What a Financial Advisor? Consider these Seven Concepts.

2024-08-08

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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...

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

2024-08-07

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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

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Give Us Five Minutes…

2024-08-07

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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:...

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8-7-24 Is the Crisis Over?

2024-08-07

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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...

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Confidence Is The Underappreciated Economic Engine

2024-08-07

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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...

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Questioning Societal Expectations: Navigating Financial Freedom on Your Own Terms

2024-08-06

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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

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8-6-24 Is the Selling Over?

2024-08-06

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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...

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Yen Carry Trade Blows Up Sparking Global Sell-Off

2024-08-06

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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.

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8-5-24 Understanding Yield Curves: Inversion Doesn’t Guarantee a Recession

2024-08-05

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August begins with weaker employment and the Fed hinting at the possiblity of a 1/2% rate cut; The Japanese Carry Trade blos up: What is it and why does it matter? Look for the largest spike in volatility since the pandemic. Be careful amid emotional headlines; Markets have already been over sold and now need to bounce. Anything that is a risk assett will be affected; bonds are over bought: Today is a day to do nothing. Lance's movie reviwe of...

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8-5-24 Emergency Alert Bulletin – The Carry Trade

2024-08-05

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What's going on with the unwinding of the carry trade, and should you be concerned? Lance Roberts & Michael Lebowitz provide perspective, explain the significance of the Carry Trade and what is happening in the Japanese economy, and why it is effecting global markets today (8/5/24)...plus their advice on what you can and should do today. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael...

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Toughest Hurdle for Investors: Entering the Market at the Right Time

2024-08-05

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Asset management is crucial, but timing the market is the real challenge. There's never a perfect time to invest, just take the leap! 💸 #InvestingTips #FinancialAdvice Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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Why Market Comparisons Can Hinder Your Portfolio’s Performance

2024-08-04

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Don't fall for the trap of comparing your portfolio to the market. Focus on your own financial goals! #InvestingTips 💸📈 #FinancialAdvice #StocksBonds Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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How Credit Card and Auto Loan Delinquencies Impact Small Businesses

2024-08-03

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Small businesses heavily rely on credit card payments for cash flow. Recent trends show rising delinquencies in both credit cards and auto loans. #SmallBusiness #CreditCardPayments Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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