Follow us or the Bunny gets it. No
Bunny gets it

Subscribe for newsletter


Follow us in Twitter



Gold standard and monetary metals:


Subscribe for browser push notifications

Category Archive: 9a.) Real Investment Advice

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

5-6-25 No Free Lunch: The Hidden Costs of ‘Free’ Investment Advice

2025-05-06

by

Think you're getting "free" investment advice? Think again. Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financial services. Learn how mutual fund share classes — A shares vs. B shares — reveal how advisors get paid, and why front-end and back-end loads can quietly erode your returns. If you're not sure who's paying the fees, it's probably you. Know the questions to ask to protect your...

Read More »

PCE Is Quite Confusing

2025-05-06

by

2025-05-06

An email from a reader of ours led with the title "PCE is quite confusing." He asked if we would explain the difference between the monthly PCE prices index and the quarterly PCE prices, i.e., the GDP deflator, accompanying the GDP report.

Read More »

The Impact of Rising Interest Rates on Investments and How to Adapt

2025-05-06

by

2025-05-06

Rising interest rates are a powerful force in the financial world, capable of reshaping markets and shifting investment dynamics. As the Federal Reserve raises rates to combat inflation or stabilize economic growth, the ripple effect is felt across stocks, bonds, and real estate. While these rate hikes may be out of investors’ control, adapting your …

Read More »

5-5-25 Cash Provides You with Optionality

2025-05-05

by

➢ Listen daily on Apple Podcasts: Why is Warrent Buffett's Berkshire-Hathaway sitting on $380-Billion in cash? He's positioning himself to take advantage of the next buying opportunity. Be like Buffett. 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: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on...

Read More »

5-5-25 Resistance is Futile…for Bulls & Bears

2025-05-05

by

May begins and stock buy backs return; earnings season has been okay, on lowered expectations. Employment report is stronger than expected, but showing slippage. Lance Roberts explores why resistance levels are challenging both bulls and bears in today’s volatile market. Over the past two weeks, the market has had a furious nine-day rally, the longest winning streak in 21 years. However, there are two takeaways from such a historic advance. First,...

Read More »

Might Japan Be The Treasury’s Knight In Shining Armor?

2025-05-05

by

2025-05-05

Japan holds over $1 trillion of US Treasury securities, making it the largest sovereign holder by a significant amount. Thus, the possibility has arisen that Japan might use its extensive holdings as leverage in tariff negotiations. Japanese Foreign Minister Katsunobu Kato said Japan has not made a decision on whether to include its holdings as …

Read More »

“Resistance Is Futile” – For Both Bulls And Bears

2025-05-05

by

2025-05-05

"Resistance is futile" was a sentence that struck fear in the hearts of Trekkie fans during "Star Trek: The Next Generation," specifically in both of the "Best Of Worlds" and "First Contact" episodes. In those episodes, the "Starship Enterprise" crew encountered a species called the "Borg." The Borg's primary purpose was to achieve "perfection" by assimilating other beings …

Read More »

Economic Decline Gains Momentum

2025-05-03

by

2025-05-03

Inside This Week's Bull Bear Report Market Runs Into Resistance Last week, we discussed that the market backdrop improved markedly following commentary from the White House that eased concerns about tariffs. To wit: "The market rallied above the 20-DMA this past week as investors found some "silver linings" to the ongoing tariff dispute. Despite China …

Read More »

5-2-25 Doing Debt the American Way

2025-05-02

by

Why are Americans drowning in debt? In today’s episode, Jonathan McCarty and Matt Doyle uncover the real story behind 'Doing Debt the American Way.' Jonathan and Matt discuss the financial implications to Buy-now/Pay-later plans, how to save money at home, and the choices consumers are making to make ends meet. 3:13 - China's Long Game with Tariffs 14:41 - Debt American Style 30:28 - How to Save Money at Home 44:43 - First time Investing for the...

Read More »

The Awards You Never Get When Investing

2025-05-02

by

2025-05-02

In investing, success is often judged by numbers—returns on investment, percentage gains, and the ability to outperform benchmarks like the S&P 500. However, some investors frequently pursue a peculiar set of "awards" without realizing the pitfalls they embody. These unspoken goals, while tempting, rarely lead to sustainable investment success. If there were awards for some of these …

Read More »

McDonalds And Starbucks Confirm Eroding Sentiment

2025-05-02

by

2025-05-02

This past week, two lower-cost food and beverage retailers posted earnings, which conveyed the underlying message that consumers are struggling. McDonalds and Starbucks reported significant domestic sales declines for the first quarter. McDonalds saw its US same-store sales fall by 3.6%, driven by a decrease in its "guest count." This was the worst decline in …

Read More »

5-1-25 What’s Up with Yields?

2025-05-01

by

Bond yields are rising — but why now, and what does it mean for your investments? In this episode, we break down what's driving Treasury yields higher, how the Federal Reserve and inflation expectations are playing a role, and what the risks (and opportunities) are for stocks, bonds, and the broader economy. Stay ahead of market shifts with expert insights and practical strategies for the changing rate environment." Hosted by RIA Advisors...

Read More »

A Comprehensive Guide to Tax Planning for High-Net-Worth Individuals

2025-05-01

by

2025-05-01

When your wealth grows, so does the complexity of your financial life. For high-net-worth individuals, tax planning is no longer just about filing accurately—it’s about strategically managing income, investments, and legacy plans to reduce taxable income and preserve wealth over the long term. From investment strategies and estate planning to charitable giving and tax-advantaged accounts, …

Read More »

Port Plunge Myths: Why Headlines Don’t Tell The Whole Story

2025-05-01

by

2025-05-01

The headlines below lead some to believe the shelves in our stores will soon be empty. Moreover, reminiscent of 2020, an inflation spike due to fractured supply lines is imminent. Let's provide context to help make sense of the headlines and determine whether the plunge of Chinese inbound container ships to US ports represents truth …

Read More »

4-30-25 The Problem with Buy-now, Pay-later

2025-04-30

by

Companies that are participating in the buy-now, pay-later trend may be playing with fire because the risk pool is an unknown quantity of potential liability: If a borrower defaults, how do you recover your loss? 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: www.youtube.com/c/TheRealInvestmentShow ➢ Listen...

Read More »

4-30-25 Why is the trade deficit at record levels?

2025-04-30

by

Why is the trade deficit at record levels? Lance Roberts breaks down the record-setting U.S. trade deficit and its far-reaching implications. From global trade imbalances and currency pressures to the potential impact on interest rates and inflation, we unpack what this growing deficit could signal for the U.S. economy in 2025. Lance Roberts explores: How the trade deficit affects GDP and growth Whether trade surpluses or deficits are “bad” for...

Read More »

Interest Rate Swaps: Plumbing Of The Financial System

2025-04-30

by

2025-04-30

Our recent article, Swaps and Basis Trades Warn Of Mounting Liquidity Problems, touched on negative interest rate swap spreads as an omen of potential liquidity problems. To stay on the topic of liquidity, we didn’t provide much detail about swaps. Nor did we discuss their importance to the financial system. Accordingly, we ended the discussion …

Read More »

Yale To Trim Billions Of Private Equity Holdings

2025-04-30

by

2025-04-30

According to Bloomberg, Yale University could sell as much as $6 billion of its private equity investments. Such a sale would represent about 15% of its total endowment fund and a third of its private equity holdings. Yale was a frontrunner among endowment funds investing in private equity. Its well-known ex-investment manager, David Swensen, believed …

Read More »

4-29-25 Risk Management is Not Choice

2025-04-29

by

Understanding risk and what it takes to make up for losses is a key function in investing. Getting back to break-even is harder than it first appears. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP 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 »

4-29-25 Should You “Stay the Course” Now?

2025-04-29

by

Are you wondering if you should stay invested during today's market volatility? Lance Roberts and Jonathan Penn dive into why staying the course could be your best long-term strategy — and when it might make sense to rethink your plan. Whether you're worried about a market correction or planning for the future, we'll help you navigate through the noise with smart, practical advice. 🔔 Subscribe for more insights on investing, financial planning,...

Read More »