Category Archive: 9a.) Real Investment Advice

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How Buybacks and TGA Liquidity Could Stabilize the Stock Market

2024-04-29

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CEO confidence and earnings drive buybacks, supporting stocks. Rebalancing risk advised to weather correction. Shorting market risky due to quick turns." #StockMarket #Investing #RiskManagement 📈📉 In today's financial insight, Lance Roberts dives deep into the factors currently supporting the stock market. Discover key strategies to navigate potential market fluctuations and optimize your investment portfolio. - Understand the critical...

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4-29-24 Sucker Rally Or The Return Of The Bulls?

2024-04-29

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Market performance in election years is marked by investor anxiety over the outcome, and the potential for outlying risk. The FOMC Meeting this week: will the Fed halt plans for cuts, and possibily even hike rates? Expectations for strong employment numbers. Markets rally on PCE report, beginning to build a new, bullish trend. This will be a busy earnings week. When the correction comes, how you will play? The liquidity boost from tax receipts in...

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Upcoming Tax Changes: What Happens When the Current Code Expires?

2024-04-26

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Potential tax changes looming! 📉 What could this mean for you? Find out more in this video. #taxes #financialplanning #changesahead Join us as we delve into the imminent changes coming to the tax code. Understand what these adjustments mean for you and how they might impact your finances. - Overview of the current tax code and its expiration. - What happens if no changes are made to the tax code. - Implications for personal tax brackets. -...

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4-26-24 Are You Prepared for Higher Taxes?

2024-04-26

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Markets & Earnings Recap, PCE Preview: What is the Fed going to do? Tesla takes it on the chin; Mortgage rates and home prices are on the rise; are homeowners feeling trapped? How far will your money go in retiremetn? Higher taxes are coming; who'll pay the most? Training for Retirement: How to flip the switch from accumulation to de-cumulation; living without that paycheck. Budgeting and spending planning: Where does the money go? Compounding...

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Retail Sales Data Suggests A Strong Consumer Or Does It

2024-04-26

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2024-04-26

The latest retail sales data suggests a robust consumer, leading economists to become even more optimistic about more robust economic growth this year.

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Understanding Real GDP: The Critical Role of Inflation and PCE

2024-04-25

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Understanding the impact of inflation on GDP and data calculations is crucial. The right inflation number remains uncertain, affecting various economic indicators. #inflation #gdp Explore the intricate relationship between real GDP and inflation in our latest video with guest expert Michael Lebowitz. Dive deep into the economic indicators that affect your daily life and understand their real impact. - The significant role of Personal...

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4-25-24 Lessons for Investors from the NFL Draft

2024-04-25

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Lance Roberts is back, and he's brought Michael Lebowitz with him for today's show: Most NFL general managers (GMs) are optimistic and displaying overconfidence ahead of today's NFL draft. Like investors, GMs often think they are smarter than their competitors, aka the market. Yet, they frequently have similar mindsets and follow the same narratives that drive their competition. Lance is Back! What is really happening in Commercial Real Estate:...

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4-20-24 Candid Coffee – Open Season Episode

2024-04-24

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Is the Tech Stock pullback healthy? What's the difference in Bond ratings? Who is really being affected by a tripling of interest rates? These and other pressing financial and investing questions were fielded on our most recent Candid Coffee. This was an "open-mic" edition of Candid Coffee, with all questions coming from registered participants; the questions' time codes are noted below. Hosted by RIA Advisors Director of Financial...

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The DNA of Success: Habits of Millionaires Unveiled

2024-04-24

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Got a million dollars, now what? Creating a strategy tailored to your goals is key. Check out our latest vuidei for tips on super savers' habits! 💰 #FinancialPlanning #millionairenextdoor Discover the secrets behind the financial success of millionaires in our latest video! Learn the habits that could make or break your journey to reaching your saving goals. - Unveiling the habits that drive millionaires to their wealth. - Understand why...

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4-24-24 What Does Realistic Retirement Look Like?

2024-04-24

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How Tesla fell out of the Magnificent Seven; Tesla's storage technology vs cheaper Chinese EV's & the future of EV's. The true environmental impact of building EV's. The RIA 8-Ball predictions for PCE. What does realistic retirement look like? The impact of inflation, the Retirement Clock, & you. A discussion on the need for guaranteed income; how Gen-z will retire & the DNA of Super-savers. Educational goals and vocational training....

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Financial Mistakes to Avoid If You’re Retiring within Five Years

2024-04-23

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Don't miss out on potential benefits by taking Social Security early. Consider the long-term financial impact for you and your spouse. #financialplanning #retirementplanning ➢ 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 ➢ Upcoming personal finance free online events:...

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4-23-24 Five Financial Mistakes to Avoid If You’re Retiring within Five Years

2024-04-23

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Market Commentary: Are there more declines to come? What is the path forward for 5% Bonds? PCE and more earnings reports coming; How to crossover from accumulation to de-cumulation; topic teases: Keeping more of your inheritance; how to increase your inheritance. How to manage funds qwith legacy intent in mind. The important of financial planning before retirement; what is the rate of return you need? The importance of budgeting; financial mistakes...

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Inflation Adjustment Reveals Weak Sales Despite Reports

2024-04-22

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Despite reports of strong sales, when adjusted for inflation, the numbers reveal a different story - highlighting potential concerns for employment and small businesses. #RetailSales #EconomicIndicators Take a closer look at what the sales figures really mean with Lance Roberts. Discover why, despite appearances, inflation-adjusted sales are not as robust as you might think. - Exploring the discrepancy between reported sales figures and their...

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4-22-24 Powell Suggests “Higher For Longer”

2024-04-22

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After six days of market declines, is the Correction done? Election risk scenarios & market volatility; markets do not like uncertainty. PCE preview (the inflation gauge the Fed pays attention to). Markets break the 50-DMA, and are now sitting on the 100-DMA. The unsurprising uptick in inflation and the impact of higher raates; why commodities matter. Higher for longer, for not much longer: Rates must come down; NFIB preview. Hey, what happened...

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Boost Your Savings: Strategies for the Accumulation and Distribution Phases

2024-04-19

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Financial planning goes beyond just saving money. It's about considering all aspects like taxes to help you keep more money in the end. #moneymanagement #financialplanning Maximize your savings and navigate the complexities of financial planning with expert guidance from Michael Lebowitz. Dive into strategies and critical insights to secure your financial future in our latest episode. - Exploring the various methods of accumulating wealth for...

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4-19-24 Did You Pay Your Fair Share of Taxes?

2024-04-19

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Markets respond to Israel attack on Iran; Procter & Gamble disappoints; markets are in a churning phase. Fed rate decisions & market behaviors. How much do you really need to survive in retirement (What's your number?) Managing expectations, spending habits, and dependency on Social Securituy; the scinece & art of financial planning; retirement realities. The intimate process of deliverying financial plans; Candid Coffee preview. The...

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Understanding the Recent Inflation Spike and the Federal Reserve’s Reaction

2024-04-18

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Recent concerns about rising inflation levels are driving market trends. The Federal Reserve appears less worried about this. Stay tuned for a deep dive into the latest inflation data and commentary. #economy #inflation #federalreserve Join Lance Roberts as he delves into the pressing economic issue of rising inflation and its impact on the markets. Tune in for an insightful analysis of the latest trends and data that are shaping the financial...

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4-18-24 Are We On Japan’s Path to Stagnation?

2024-04-18

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Husband Appreciation Day, Mother's Day, cooling Middle East tensions; the is the Fed allowing the system to percolate? Inflation remains sticky. Markets in correction mode; what happens when the 50-DMA breaks? What to do when the market bounces. Is Fd policy tight enough? The market and the Fed are, for once, on the same page. Foreign buyers' participation in auctions is good; markets are too driven by headlines and algorithms. Gen-Z...

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Lance Roberts Explores the Long-Term Impact of Reflation on Money and Markets

2024-04-17

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Are you concerned about your financial future amidst fluctuating markets? Lance Roberts delves into the impending impacts on your investments and the economy's trajectory. - Evaluating the longevity of market dynamics and their effects on personal finance. - Unveiling Wall Street's narrative on reflation in the economy. - Examining the current status of economic reflation after significant growth. - Analyzing the sustainability of the recent...

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4-17-24 How to Screw Up Your Retirement in 12 Easy Steps

2024-04-17

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Market Recap, Jerome Powell on rate cuts and stickier inflation; commodities on the rise = inflation. The CRB Index correlation with W. Texas Crude; no rate cuts until Fall? Markets break the 50-DMA; might be time to trim and rebalance for risk. Jury Duty and the Reflation Trade; Easter + Spring Break impact on March retail sales were underwhelming, following similar disappointment with February & Valentine's Day sales. How long can...

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