Category Archive: 9a.) Real Investment Advice

Major Market Mania | 3 Minutes on Markets & Money [6/10/21]

Markets are close to turning on money flow signals, as expected heading into Summer, increasing the potential risk for correction. NASDAQ is also very extended, and close to triggering sell signals. Emerging Markets are already on a sell-signal. Industrialized International may have already peaked. Mid-cap and Small-caps stuck in a two month long consolidation range, but closing in on a sell signal. All the markets that ran up together are now set...

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The Real Investment Show (6/9/21): Market Analysis & Commentary by Lance Roberts

This is the LIVE stream of today's full show. Watch the edited version here: ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro...

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Economic Recovery & 401K Plans | Real Investment Show [Full: 6/9/21]

00:00 - Early Christmas Shopping; Market Commentary 10:05 - Raising Kids, Dubers, & Financial Education 23:00 - Why We Don't Like 401-K Plans 35:30 - CPI Index in Economic Recoveries Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist with Danny Ratliff, CFP, Senior Advisor. _________ Articles mentioned in this show: ➢ Technically Speaking: Warning Signs A Correction Is Ahead...

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Sector by Sector | 3 Minutes on Markets & Money [6/9/21]

Which sectors show risk in the markets? In the S&P 500, pay attention to money flows, and watch what's happening to the Amazon trade in Discretionary stocks, as stimulus money goes away, and retail spending wanes. Energy stocks have been a big winner; now it's time to take some profits here, as well as in Real Estate, which continues to perform well. Note the movement of interest rates later in the year, however. Industrial & Financial...

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Technically Speaking Tuesday (6/8/21): Technical Market Analysis & Commentary from Lance Roberts

This is the LIVE stream of today's full show. Watch the edited version here: ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro...

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Headlines, Vaccines, & Economics [6/8/21]

Headlines like "Vaccination rates slow..." are a function of math and demographics; There are warning signs that things may be "as good as they're going to get," as markets reach a peak of performance, and there's no where to go from here but down via market correction. Lance Roberts, RIA Advisors Chief Investment Strategist _________ Articles mentioned: ➢ Technically Speaking: Warning Signs A Correction Is Ahead:...

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Technically Speaking Tuesday | The Real Investment Show [Full Show: 6/8/21]

00:00 - Why Global Taxation is a Non-issue 10:00 - Headlines, Vaccines, & Economics 23:00 - Why Markets are Ripe for Correction 35:32 - Costs & Consequences of Killing the Oil Industry Technically Speaking Tuesday hosted by RIA Advisors Chief Investment Strategist, Lance Roberts. _________ Articles mentioned: ➢ Technically Speaking: Warning Signs A Correction Is Ahead:...

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Market Risk is On the Rise | 3 Minutes on Markets & Money [6/8/21]

A plethora of indicators show risks in the markets outweigh the benefits: almost all metrics show an over-extension at a time when we're getting the economics at a peak level: The underpinnings of Fundamentals, Earnings, and Economics are all back to very high levels, year-over-year. Remember what last year was like?? Yet, valuations remain very stretched. There are always opportunities in the market, if you know where to look: Buy signals are...

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How Are Medicare Premiums Calculated or Affected By Your Income? | RIA Advisors

"How does income affect my Medicare in general? How do I avoid pitfalls?" RIA Senior Advisor, Danny Ratliff, CFP, runs through the scenarios in which your Medicare premiums for Part B and Part D could be affected by changes in your income during retirement. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE daily on our Youtube Channel:...

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Postponing Medicare Part B Enrollment | RIA Advisors

"I am still working for a large company at age 65. Can I postpone Medicare Part B until I leave the company?" RIA Advisors Director of Financial Planning, Richard Rosso, CFP, dissects the many variables in this question in regards to postponing your Medicare enrollment Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE daily on our Youtube Channel:...

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The Real Investment Show (6/7/21: Market Analysis & Commentary from RIA Advisors Chief Investment…

➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro Free Trial: Analysis, Research, Portfolio Models, and More....

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When the Younger Spouse Retires… | RIA Advisors

"My wife currently works at Kaiser. What is covered--and not covered--by Medicare if I use my wife's company's Kaiser coverage? If she retires [at 60], what happens then?" RIA Advisors Director of Financial Planning, Richard Rosso, CFA, compares the options available. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Listen to The Real Investment Show daily on Apple Podcasts:...

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Medicare Eligibility | RIA Advisors

"I will be "completing" 64-years on September 1, 2021. When do I need to begin the paperwork filing, and what day-onwards will I be eligible for Medicare?" RIA Advisors Director of Financial Planning, Richard Rosso, CFP, reviews the window of opportunity for all for enrolling in Medicare. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE daily on our Youtube...

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Small Business Monday | The Real Investment Show [Full Show: 6/7/2]

00:00 - Janet Yellen's Pro-Inflation Stance 10:00 - The Post-COVID Jobs and Unemployment Conundrum: Getting Workers Back to Work 23:00 - Hiring Workers: Salary-plus? 35:30 - Benefits vs Liabilities of Offering a 401-K Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist, with Tom Allen, AIF, QKA, CPFA, Retirement Plan Consultant. _________ Articles mentioned: ➢ Have Stocks Already Priced In The “Economic Boom?”...

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Has Economic Activity Peaked? | 3 Minutes on Markets & Money [6/7/21

Markets remain trapped in a consolidation process and retracement to all-time highs. Upside is limited as money flow buy-signal becomes over-bought, and is ready to flip. Money flows have sharply deteriorated through markets' advance, and are setting up for a correction of between 5% and 10%. Multiple levels of support exist, just below current prices. Bonds are telling a different story: Indicators are showing lower yields, which may have peaked,...

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Financial Fitness Friday (6/4/21): Market Analysis & Personal Finance commentary from RIA Advisor…

➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro Free Trial: Analysis, Research, Portfolio Models, and More....

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Financial Fitness Friday | The Real Investment Show [Full Show: 6/4/21]

00:00 - The Consequences of Financial Alchemy 10:00 - Financial Snuggies & Draining Retirement Funds 23:00 - Tough Love When it Comes to Money and Relationships 35:30 - Building a Bridge to Retirement Financial Fitness Friday hosted by Richard Rosso, CFP, RIA Advisors Director of Financial Planning, with Danny Ratliff, CFP, Senior Advisor. _________ Articles mentioned: ➢ Three Ways To Teach Your Kids To Invest Smart:...

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Signing Up for Medicare Part-D | RIA Advisors

"I haven’t signed up for a Part D plan yet since my primary is my husband’s insurance. Will I face a penalty if/when I sign up for Part D?" Yes, we've covered this before, but the emphasis is apt. RIA Advisors Director of Financial Planning, Richard Rosso, CFP, provides guidance for what happens when your turn 65. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE every morning...

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Can I Keep My ObamaCare? | RIA Advisors

"Can I keep my ObamaCare [when I turn 65]?" We're not sure why you would want to, but RIA Advisors Director of Financial Planning, Richard Rosso, CFP, explains why it's really not the best way to go... Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE every morning on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen to The Real Investment Show every...

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FSA vs HSA | RIA Advisors

"What if you have an FSA and not HSA--are the rules the same?" RIA Advisors Director of Financial Planning, Richard Rosso, CFP, has an easy way to remember the difference between these two financial tools. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE every morning on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen to The Real Investment Show every...

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