Category Archive: 9a.) Real Investment Advice

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

How to Protect Your Wealth During Market Downturns

2025-06-17

by

2025-06-17

Economic downturns are an inevitable part of the financial cycle. For affluent investors, protecting wealth in recession periods is not just about weathering the storm but strategically positioning assets to avoid major losses and seize long-term opportunities. Whether it's a bear market, economic contraction, or sudden geopolitical shifts, understanding how to implement a solid financial …

Read More »

6-16-25 Don’t Let Politics Impact Your Portfolio

2025-06-16

by

It's important to not allow our personal bias or political persuasion to cloud our judgement in making investing decisions. The point is to make money, and where might you deploy your capital for the best result. Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on Apple Podcasts:...

Read More »

6-16-25 Market Effects of Iran-Israel Conflict

2025-06-16

by

[NOTE: This is a "color-corrected" verson of our second show segment this morning, which unfortunately had audio issues.] Lance Roberts breaks down the latest developments in the Iran-Israel conflict and what they mean for global markets: Be careful of headlines and re-allocating capital based on the "news of the day." By the time this show had aired, markets had already moved past the news of Israel's pre-emptive attacks on...

Read More »

6-16-25 How the Iran-Israel Conflict Could Shock Global Markets

2025-06-16

by

Lance Roberts breaks down the latest developments in the Iran-Israel conflict and what they mean for global markets, oil prices, and investor sentiment. With tensions rising in the Middle East, we explore how geopolitical risk is shaping the outlook for the S&P 500, energy stocks, safe-haven assets like gold and Treasuries. Lance touches on the impact of Middle East conflicts on the stock market, how oil prices typically respond to geopolitical...

Read More »

Israel And Iran: Is This Time Different For Oil Prices?

2025-06-16

by

2025-06-16

Crude oil prices spiked by over $10 on the initial news that Israel was bombing Iran's nuclear facilities and targeting its key military leaders. The price surge should be expected, given that Iran accounts for slightly over 3% of global production and, more importantly, holds 12% of the world's proven crude oil reserves. For context, …

Read More »

The Iran-Israel Conflict And The Likely Impact On The Market

2025-06-16

by

2025-06-16

The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately. Israel’s airstrikes on Iranian nuclear and energy infrastructure triggered retaliatory missile and drone attacks from Iran. The Dow dropped nearly 2%, the S&P 500 lost over 1%, and oil prices surged by …

Read More »

6-13-25 Is a College Degree Still Worth It?

2025-06-13

by

Is a college degree still worth the rising cost? As student loan debt climbs and tuition skyrockets, more families and young adults are asking whether a traditional four-year education offers a worthwhile return on investment. In this episode, we break down the financial data behind college costs, degree value by major, and explore growing alternatives like trade schools, certifications, and apprenticeships. Richard Rosso & Susan Buenger posit...

Read More »

Initial And Continuing Jobless Claims On The Rise

2025-06-13

by

2025-06-13

Initial and continuing jobless claims are as close to a real-time proxy on employment as we have. Thus, while they do not hold the same importance to the markets as the monthly BLS data, they are worth tracking. Moreover, when trends are changing, as they may be now, their importance increases. The two graphs below … Continue reading...

Read More »

The Deficit Narrative May Find Its Cure In Artificial Intelligence

2025-06-13

by

2025-06-13

Lately, the "deficit narrative" has dominated much of the financial media, particularly those channels that are continual "purveyors of doom." In this post, we will discuss the "deficit narrative," the likely outcomes, and why the cure for the deficit may be found in Artificial Intelligence. The "deficit narrative" has dominated the media lately as President …

Read More »

The Bull Rally Continues

2025-06-13

by

2025-06-13

Inside This Week's Bull Bear Report Risk/Reward Favors Patience I am traveling this weekend, so we are producing our weekly report a day early. As such, some charts using end-of-week data are using either Thursday or mid-Friday prices. All report will return to normal next week. Let's start with where we left off last week." … Continue...

Read More »

6-12-25 Hindsight is a Terrible Way to Invest Money

2025-06-12

by

Hindsight may be 20/20, but it's a terrible way to invest money. You should be focusing on where you are now, and where the next opportunity will be. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on Apple...

Read More »

6-12-25 Inflation Cools

2025-06-12

by

May CPI surprised with a "cooler" print on inflation, begging the question of what the Fed will do next. Lance Roberts & Michael Lebowitz break down the CPI report, reveal what’s driving the slowdown in some consumer prices, and explore what it means for interest rates, your portfolio, and the broader economy. Who's going to end up "eating" the tariff-related increases? A clue may appear in the PPI reading. April saw a...

Read More »

Inflation Remains Tame Despite Tariffs

2025-06-12

by

2025-06-12

The May CPI report released yesterday was considered the first inflation gauge to show how tariffs are impacting prices. We would like to see a few more months of inflation reports before claiming the coast is clear, but the May CPI is encouraging. For the fourth consecutive month, the CPI was below Wall Street estimates. … Continue...

Read More »

Business Owners: Why Your Personal Financial Plan Needs More Than Just a CPA

2025-06-12

by

2025-06-12

Running a successful business takes grit, vision, and no shortage of time. Between managing operations, leading teams, and scaling growth, personal financial planning often gets pushed to the back burner. When business owners do seek help, they typically turn to their CPA for advice. And while CPAs are invaluable for accounting and tax compliance, they’re …

Read More »

6-11-25 The Private Equity Story

2025-06-11

by

This is an abridged selection from a previous show; we think the information bears repeating, even as the SEC is considering lifting restrictions from some investments that require a certain level of liquidity and financial savvy. The SEC is discussing the elimination of "accredited investor" status in order to allow individual (retail) investors to enter the private equity arena. Lance and Jonathan thoroughly discuss the pro's and con's...

Read More »

6-11-25 Zero % Interest Is Not Normal

2025-06-11

by

What the market expects, and what happens in real life, are two different things: Interest Rates are a function of economic growth and inflation. With GDP at 2.3 and Inflation at 2.3-ish, Yields should be at about 4.6-ish, and that's about where they are now. Zero-percent rates is not normal; buying a house at 2.5percent is not normal. Where we are now IS about normal. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO...

Read More »

6-28-25 Candid Coffee TEASER

2025-06-11

by

Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj

Read More »

6-1 1-25 CPI Day: Will Inflation Hold Steady?

2025-06-11

by

Today is CPI Day, and all eyes are on the Consumer Price Index report for May. What will today’s CPI data mean for the Federal Reserve’s interest rate path and future market volatility? Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment. Tune in for an investor-focused look at inflation trends, historical context, and what may come next. #MayCPI #InflationWatch #CPI2025

Read More »

6-10-25 Is Making Private Equity Public a Good Idea?

2025-06-11

by

The SEC is considering dropping "accredited investor" designation so as to enable retail investors to participate in private equity opportunities; but is removing the scarcity aspect of private investing a sound proposition? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:...

Read More »

The Google AI Buildout In Plain English

2025-06-11

by

2025-06-11

On May 20th, Google CEO Sundar Pichai updated the public on the company's progress on its AI development as follows: We are now processing 480 trillion monthly tokens, a nearly 50X increase in just one. Over 7 million developers are now building with the Gemini API, a 5x growth since last I.O., and our enterprise … Continue reading...

Read More »