Category Archive: 9a.) Real Investment Advice

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5-29-24 Corporate Greed is Not the Cause of Inflation

2024-05-29

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Economic Numbers: It's all about the Fed, never mind the fundamentals. markets have gone essentially nowhere, driven almost entirely by Nvidia. Markets are close to a short-term sell signal. It's time to rebalance portfolios. Corporate Greed does not cause inflation: The simple truth. 401k rollowver problems; why few receiving required 402(f) notifications; the tax implications of rollovers. If you've lost a 401k, Beagle.com may be able to help you...

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Memorial Day 2024

2024-05-27

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We are closed Monday (5/27) in honor of those Americans who gave the last, full measure to defend our freedoms. Remember the fallen. We'll be back Tuesday with market. investing, and economic info for you! Key links are below: ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢...

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Retirement Timing and Presidential Elections | Tips from a Financial Planner

2024-05-24

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📈 Worried about taxing unrealized gains? Don't let political rhetoric affect your retirement plans. Stay focused and informed! 💼💡 #FinancialTips In this video, we discuss the impact of presidential cycles on retirement decisions and financial planning. 1. Importance of maintaining a steady financial plan during times of political change. 2. Example of clients delaying retirement due to upcoming election. 3. Considerations for retiring...

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5-24-24 What If I Get Named Executor of an Estate?

2024-05-24

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Markets falter; Nvidia and Cracker Barrel keeping up with the times; the Fed's impact on Markets: Could rates actually go back up? How spending habits are shifting; the need for a Sell Discipline when bad news is good news. Caution against investing emotionally because of politics. What happens when you're the executor: Business decisions vs family/emotional issues. The Graceland financial fiasco: An executor's nightmare. How many generations does...

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Who Will Profit Most from the Next Tech Boom? Insights from Michael Lebowitz

2024-05-23

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Exploring the potential winners in the tech industry beyond AI giants like Nvidia. Could the next big profiters be more unexpected, like Levi Strauss back in the gold rush era? 🤔 #techindustry #potentialwinners Join us as Michael Lebowitz delves into the parallels between historical economic booms and today's tech landscape. Could someone other than tech giants be the biggest winners? - Comparison between the California gold rush and the current...

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5-23-24 Who Will Profit Most from the Next Tech Boom?

2024-05-23

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Markets sold off on release of the latest FOMC Meeting minutes, which are a sanitized, finely-crafted version of what went on behind closed doors. The hawkishness seems to be continuing; Deflation seems to be a bigger risk to the economy than inflation. There's too little demand, resulting in price cuts to move inventory. Insight on why we reduced our stake in Nvidia before its report was released, which attests to the growth potential of AI...

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5-22-24 Why the Dot-com Crash Feels Like a Distant Memory to Investors

2024-05-23

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All eyes are on NVDIA's quarterly report: Why did we trim our position? How might this company disappoint investors? It's all about the guidance. FOMC Meeting Minutes also could trigger markets, based on what they reveal about the Fed's interest rate intentions. Markets are at all-time highs, trading in a tighter range. Markets have gone 315-days without a 2% correction; we think they're primed for a pullback. Lance's wife is home; hilarity ensues....

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Why the Dot-Com Crash Feels Like a Distant Memory to Modern Investors

2024-05-22

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Remember the.com crash? Many young investors today never experienced a financial crisis like 2008. It's important to learn from history to navigate market uncertainties. #financialcrisis #investing The dot-com crash was a pivotal moment in financial history, but its impact is often forgotten. Join Lance Roberts as he revisits this era and discusses its relevance to today's market. - The gradual decline of the dot-com crash - Opportunities for...

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Impact of Stock Failures on Your Portfolio and Index Funds

2024-05-21

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Diversification is key! Learn how indexes manage portfolio risks efficiently by swapping stocks without costs or challenges like taxes and fees. #InvestingTips #PortfolioManagement Dive into the intricacies of index rebalancing with Lance Roberts as he breaks down how indices manage stock changes seamlessly. Learn why private portfolios might face challenges replicating such moves. - The impact of a stock going to zero on an index versus a...

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5-21-24 Benchmarking Your Portfolio May be Riskier Than You Think

2024-05-21

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During ripping bull markets, investors often start benchmarking, comparing their portfolio’s performance against a major index; most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you? Why does Wall Street want you to compare your performance to a benchmark index? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced...

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Secrets to Financial Success: Striving for the Top 20%

2024-05-20

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Focus on being in the top 20% who invest in their wealth, not the bottom 80% just making ends meet. 💰 #wealthbuilding #financialfreedom In this video, Lance Roberts discusses the importance of striving to be in the top 20% of financial success. Tune in to understand the mindset and habits that set the top achievers apart. - Why being in the top 20% matters. - The mindset difference between the top 20% and the bottom 80%. - The importance of...

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5-20-24 Disinflation Remains The Bigger Risk

2024-05-20

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NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates? Durable Goods are in deflation; Services are seeing higher inflation, tied to discretionary spending. Markets finish previous week at all time highs; when will they pull back? Wathcing for a bullish cross of the 20- and 50-DMA. AI can now lie and cheat; bad economic news is good news; the...

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How to Set Rules for Smart Investments and Portfolio Management

2024-05-17

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Wrap rules around every investment - whether it's Kraft Heinz, Coca Cola, or Bitcoin. What's your buy rule? What's your sell rule? #InvestingWisdom We discuss the essential rules every investor should have when managing their portfolio. From establishing buy and sell rules to questioning the rationale behind your investments, you'll learn the critical dos and don'ts of smart investing. - The importance of having rules for every investment. -...

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5-17-24 How Long Have You Planned to Live?

2024-05-17

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When you have a high-earning husband and a wife who never worked, the husband should claim his benefit at FRA, not age 70. The rationale—assuming both spouses are the same age—is that if he waits until age 70 to claim his benefit, she must also wait until she is 70 to claim her spousal benefit. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Dany Ratliff, CFP Produced by Brent Clanton, Executive...

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Balancing Market Perspectives: Weighing Economic Data for Success

2024-05-16

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Let's weigh both sides for an even balance. Discussing negatives and positives, economic data, and market trends is crucial for understanding the full picture. #balancedviewpoints Lance Roberts dives into the essentials of balancing perspectives for market success. Gain insights on navigating both positive and negative market indicators effectively. - Importance of weighing both sides of market perspectives - Discussion on negative economic...

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5-16-24 It’s a Mistake to Be Entirely Out of Equities

2024-05-16

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Markets hit all-time highs with softer CPI: The biggest contributor was decline in Homeowners' Equivalent Rent. Markets are now anticipating two rate cuts this year. Consumers are showing signs of weakening; hardest hit are Gen-Z & Millennials. Stocks & Bonds rally on weaker CPI; markets are extremely over bought. Look for a re-test of the 50-DMA with market corrective action anticipated. WalMart has decent earnings; consumer spending is...

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Bitcoin Market Drivers: Beyond ETF Launches and Meme Stocks

2024-05-16

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📉 Bitcoin's market behavior is puzzling experts as rally stalls despite meme stocks resurgence and ETF launches. What will be the next driving force? 🤔 #Bitcoin #MarketTrends Lance Roberts discusses the recent trends in bitcoin and the reasons behind its fluctuating market behavior. Tune in to understand the forces at play in the world of cryptocurrency. - Meme stock resurgence and bitcoin's lack of rally - Impact of ETF launches on bitcoin...

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5-15-24 Will Bitcoin Rise to $420,000?

2024-05-15

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CPI Preview & PPI review; markets closed higher Tuesday thanks to downward revisions to previous PPI print & Jerome Powell comments. Markets remain overbought, which may limit upside. CPI will be The Market Driver. Signs of a slowing economy: Increased credit card usage. AI is now capable of creating original, royalty-free music for online streaming. What will be the impact? No need for musicians/performing artists? Now AI is experimenting...

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Analyzing the 2022 Sell Signal: Key Insights from Lance Roberts

2024-05-14

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In Jan 2022, a sell signal was issued in the risk range report advising caution. Shaded areas indicate sell signals, while no shading means stay in stocks for S&P 500. #StockMarket #Investing In this crucial update, Lance Roberts discusses the significance of the sell signal issued in January 2022, guiding viewers through the pivotal moments to sell or hold stocks. Using the S&P 500 as a reference, he breaks down how to navigate market...

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5-14-24 The Bull Is Back

2024-05-14

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Roaring Kitty is back with resurgence of GameStop stock; the insanity returns. Jerome Powell already knows the CPI numbers for tomorrow: What are markets expecting vs what he will say? Citi Surprise Index showing more signs of economic weakness; evidence the consumer is slowing down. Markets flopped around Monday but earned another green candle. We're expecting a pullback to test the 50-DMA; there is risk in economic data from the lag effect....

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