Category Archive: 9a.) Real Investment Advice

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Lance is On Vacation!

2023-05-19

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Lance Roberts is on Vacation, returning on Tuesday, May 39, 2023.

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Is ESG DOA, OMG! (5/19/23): Market Analysis & Personal Finance commentary from RIA Advisors Direc…

2023-05-19

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➢ 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: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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The Real Investment Show

2023-05-18

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Artificial Intelligence is a continuation of the Industrial Revolution, and has been underway for past ten years; where is the value? The Ai Era will end over valuations; the impact of Ai and Tech stocks on markets. 30:33 - Ai is a Continuation of the Industrial Revolution 44:24 - How the Ai Era Will End: Valuation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- The...

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Have We Already Gone Through a Recession that Didn’t Register?

2023-05-18

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(5/18/23) Markets rallied to top of their trading range, thanks to better-than-expected results from Target and anticipated from Walmart. The AI Revolution is driving markets upwards with just a few stocks; the impact of AI on Jobs and profit margins still to be seen; there is real potential for productivity increases. Is it real, or is it AI? Which jobs are at risk, and where will new jobs be created? Target & WalMart wins: What recession?...

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Transitioning to Medicare

2023-05-17

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Here is an encore presentation of the May 11, 2023 Lunch & Learn on Transitioning to Medicare with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP. ------- 0:00 - Intro/Preview 1:00 - Who Provides Healthcare Insurance in the US? 2:22 - The Retirement Healthcare Challenge - Smooth Transition 3:42 - Understanding First Year Healthcare costs 6:00 - Planning for Lifetime Healthcare Expenses...

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The Debt Ceiling Debate: Will We Really Default?

2023-05-17

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(5/17/23) Markets continue to go nowhere. Interestingly, one day after Home Depot's disappointing report, Target's results exceeded expectations. Retail Sales' core numbers continue to trend upward, refuting calls for economic downturn. Pay attention to retailers at the lower end of economic spectrum for clues as to how consumers are really faring. The Debt Ceiling Debate: Will we really default? have we ever had a Debt Ceiling Disaster? No....

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Wage Growth Declines (5/16/23): Technical Market Analysis & Commentary from RIA Advisors Chief In…

2023-05-16

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➢ 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: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Getting On Board with RIA Advisors

2023-05-15

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Welcome to RIA Advisors! Our team includes Chief Investment Strategist, Lance Roberts, CIO; Portfolio Manager Michael Lebowitz, CFA, and Senior Advisors, Danny Ratliff, CFP. Danny, Lance, and Michael describe our processes and what you can expect as a client of RIA Advisors: 1:22 - How we get your account into our models on a risk-adjusted basis 2:49 - How we handle stop-loss rules and positions 4:43 - How does trading work, relative to market...

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Is a Surge in Unemployment Coming?

2023-05-15

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(5/15/23) Markets have gone nowhere for past 45-days; Debt Ceiling discussions resume this week, providing possible impetus. Is Ai the next dot-com phenomenon? The latest NFIB Confidence Index: Markets ignoring howe people feel. The NFIB latest survey says... Is the economy slowing? Why is Markets' view not negative? Markets tend to lead the economy by 6-to-9-months; economic data should improve by late summer. There's always buyers and sellers,...

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Where (Not) to Move for Retirement

2023-05-13

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(5/12/23) Janet Yellen & Jerome Powell to not always agree; the Physical Longevity Test; Jimmy John's underwear reprise, and getting used to inflation; As go Regional Banks so goes the market; the danger of investing to headline news; there are not crises of confidence; Wall Street is a marketing machine: The noise of Bitcoin, Artificial Intelligence, and Regional Banks. Money Malaise preview; the best states for Retirement do not include...

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Inflation Eases…will the Fed?

2023-05-11

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(5/11/23) Markets are beginning to resolve higher; the NASDAQ will drag the S&P along. Upside, however, is limited. Positive bias to stock prices remains, despite calls for Recession; the passive indexing effect. What will be the next sector rotation, and what will be its cause? What's the Fed going to do next? Jul-Aug-Sep CPI will matter most, ex housing/rent component; why would Fed cut rates? Stimulus cash is still in circulation. When will...

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Inflation Increased .4% in April

2023-05-10

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(5/10/23) It's Inflation Day: This morning's CPI Report recorded a .4% inflation increase in April (this show was broadcast prior to the numbers' release). The pressure is on to raise the debt ceiling to avoid "dire" results; the 2011 debt debacle resulted in a momentary market dip, follow by an upward surge; meanwhile NFIB Confidence is at a low ebb; The Debt Ceiling Dance: Dire or no? Why Bill Gross isn't worried. Why the gloom from...

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#Inflation Report Preview (5/9/23): Technical Market Analysis & Commentary from RIA Advisors Chie…

2023-05-09

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➢ 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: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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What Happens If the Debt Ceiling Is Not Raised

2023-05-08

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(5/8/23) Our obligatory Mother's Day alert; no recent bank fail (yay); Employment report beat estimates for 13th straight month; market rallies 2% on Friday, but ends with a down week; markets moving sideways despite higher interest rates, bank failures, and weakening economy (or is it?); the two types of default, and why no one is going to repossess the US. Janet Yellen is wrong about the Debt Ceiling; what happens if the Debt Ceiling is not...

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Why Affordable Healthcare is an Oxymoron

2023-05-05

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(5/5/23) Will there be a mass-exodus from bank stocks in the wake of the latest round of bank failures? It's hard to tell the baby from the bath water. Getting out of the market vs the price of reinvestment risk: the perils of financial quicksand. short-term vs long-term debt: What are the rates telling us? What does the Fed really control? Apple, GI Joe, & Barbie: Why everything you buy has velcro. Why Affordable Healthcare is an oxymoron;...

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Is the Fed Done?

2023-05-04

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(5/4/23) The Fed hikes rates...again...and markets pull back; tighter bank lending standards are defacto constraints on the economy. The burning questions are, 'is the Fed done,' and 'when will the Fed cut rates?' Jerome Powell's word salad results in more market volatility; Jobs numbers and CPI will factor into to market moves next week. Instead of rate cuts, sticky inflation could actually result in more rate increases. Jerome Powell is...

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Are We Already in Recession?

2023-05-03

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(5/3/23) Markets have stagnated somewhat in anticipation of this afternoon's Fed announcement, anticipating a 25-bp interest rate hike. What matters more will be the language from Jerome Powell relating the Fed's mood and future direction. Oil prices are now falling on weakening demand: What if we're already in Recession? A key indicator is oil prices, which have fallen on weakening demand. Meanwhile, expectations of a market disaster have failed...

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How to Choose Careers AI Cannot Replace

2023-05-02

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(5/2/23) The FOMC meets today with their interest rate announcement tomorrow afternoon; most important will be the language in the Fed's statement. With sticky, stubborn inflation still rampant, no rate cut is in sight, but the Fed could decide to pause after a final 25bp rate hike tomorrow. Joe Biden's Good Credit Mortgage Penalty program begins; the unintended consequences; why housing is really unaffordable; the ObamaCare case study; increased...

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JP Morgan Gets Bigger (5/1/23): Market Analysis & Commentary from RIA Advisors Chief Investment S…

2023-05-01

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➢ 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: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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10 Mistakes in Your 401k You Should Avoid

2023-04-29

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(4/28/23) With the apparent, increasing socialization of banks and markets, what's the best play for investors? Preview of our upcoming Lunch & Learn, "Transitioning to Medicare:" Medigap vs Medicare Advantage; implications of early retirement on your Medicare plan. Powerball Lottery winner lifestyle: What would you do first? Poking Lance; 10 Mistakes you should avoid in your 401k; why a Roth 401k is better for younger savers; the...

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