Category Archive: 9a.) Real Investment Advice

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

9-13-24 How to Create a Retirement Blueprint

2024-09-13

by

Today's show is a preview of tomorrow's live presentation in The Woodlands, Tx. by Richard Rosso & Danny Ratliff, but first a review of the markets: It's all about the Fed, and the grate debate is about rate. How much will they cut, and how many times? Watch for elevated volatility heading into the election; a divided-congress yields the best environment for markets. Who will have the best policies for the economy? What will your retirement...

Read More »

Labor Market Impact On The Stock Market

2024-09-13

by

2024-09-13

The August jobs report highlighted a critical reality: the labor market is cooling off. While the headline figures seemed decent, the underlying data reveals clear warning signs that worker demand is slowing. Investors should pay attention because the link between employment and its impact on the economy and the market is undeniable. While often overlooked, as we will discuss, there is an undeniable link between economic activity and corporate...

Read More »

Financial Growth: Key Tax Reduction Methods

2024-09-12

by

Don't worry about paying taxes, focus on growing your money smartly! Learn how to mitigate taxes and avoid financial mistakes. ? #MoneyManagement Watch the entire show here: https://cstu.io/7da0c2 YouTube channel = @ TheRealInvestmentShow

Read More »

9-12-24 Did Inflation Change the Fed’s Outlook?

2024-09-12

by

Inflation eased to new three-year lows, teeing up the Fed to begin gradually reducing interest rates at a meeting next week. But will they? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in...

Read More »

Understanding Fluctuations and Trends in Economic Data Interpretation

2024-09-12

by

? Economic data can fluctuate monthly. Focus on trends for a clearer picture! ?? #EconomicTrends #InflationInsights #StayInformed Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/24d87e

Read More »

9-11-24 What’s Really Behind Stock Market Volatility (and how you should strategize)

2024-09-11

by

Today marks the 23rd anniversary of the World Trade Center attacks; it's Inflation Day and post-Debate day. Market volatility tends to increase prior to Presidential elections; why policy matters. CPI is expected to show a .2% increase (it's ALWAYS expected at .2%!) Oil prices are a function of supply & demand. CPI will most impact markets today, and factor into the Fed's rate decision next week. Volatility is the big market driver.

Read More »

Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?

2024-09-11

by

2024-09-11

We have written many articles and commentaries forecasting interest rates. The analysis has used prior and current inflation and economic activity. Additionally, we have looked at market data on inflation expectations, Fed Funds futures, and other factors that influence interest rates. Today, we add an unorthodox factor to the list: cash cows. This article introduces a unique way to imply where dividend investors think interest rates will be in...

Read More »

Economic Impact of Declining Birth Rates in the United States

2024-09-11

by

High cost of living & economic challenges are impacting birth rates. Women are waiting longer to have kids, avg age of mothers now over 30. ?? #EconomicImpact #BirthRates YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/25b14c

Read More »

9-10-24 Five Actions You Can Take Today to Minimize Risk

2024-09-10

by

Lance Roberts previews the next Fed meeting and rate drop predictions; 2-yr Treasury yields are reflective of rate expectations. Forward earnings revisions continue to ratchet downward; markets must reprice on expectations, impacting performance. Monday's market rally was a disappointment; MACD sell signal is still in place. There are still barriers and resistance in the way of markets moving higher. This is not a good time to buy bonds. Lance and...

Read More »

S&P 500 – A Bullish And Bearish Analysis

2024-09-10

by

2024-09-10

The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often dictates investor sentiment and decision-making. Between November 1, 2022, and September 6, 2024, the S&P 500 experienced a significant rally but not without volatility. Currently, investors have very mixed views about where markets are heading next as concerns of a recession linger or what changes to monetary policy will cause. However, as...

Read More »

Increase Your Emergency Savings to Protect Against Macro Downturns

2024-09-10

by

Prepare for market uncertainties by increasing emergency savings to 1-1.5 years' worth. Keep cash in a money market account for easy access during downturns. #FinancialAdvice #MarketStrategy ?? YouTube channel = @ TheRealInvestmentShow Entire show: https://cstu.io/325bab

Read More »

9-9-24 A Rough Start to September

2024-09-09

by

Markets are having a rough start for September; Will the be a correction before the election? Lance examines the buyer/seller dynamic. Markets will probably bound this week. Look for a moderate rally, which will provide opportunity to trim portfolio risk. September/October stock market volatility is expected, with markets de-risking going into the election. Will there be an economic slowdown in September? Lance answers a question from YouTube...

Read More »

Downside of Buy-and-Hold: Preparing for Market Corrections

2024-09-08

by

Prepare for market corrections! Avoid overbought assets. Raise cash levels in your portfolio for buying opportunities. Stay cautious! #investingtips Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/7010d6

Read More »

Hidden Dangers of Following the Crowd in Investment

2024-09-07

by

Moderate your portfolio risk to avoid making impulsive decisions. Don't fall for FOMO. Stay true to your risk tolerance. ?? #InvestingTips Learn more: Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/71e599

Read More »

How Small Savings Can Grow Over Time

2024-09-06

by

Start small and build over time. Saving a little bit consistently can go a long way. Flex your savings muscle and watch your account grow! ?? #FinancialTips Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/08bf53

Read More »

9-6-24 How to Plan for Trump Tax Cut Expiration

2024-09-06

by

Will last month's Jobs and JOLTS reports show "normalization" of employment numbers to pre-Covid counts? What will the Fed response be, and what will that imply about the economy? Richard & Danny further explore the "sunsetting" of tax rate cuts initiated by the Trump administration, and who might be affected: Most likely, everyone will see an average 3% increase, across the board. A real look at who pays their "fair...

Read More »

Technological Advances Make Things Better – Or Does It?

2024-09-06

by

2024-09-06

It certainly seems that technological advances make our lives better. Instead of writing a letter, stamping it, and mailing it (which was vastly more personal), we now send emails. Rather than driving to a local retailer or manufacturer, we order it online. Of course, we mustn’t dismiss the rise of social media, which connects us to everyone and everything more than ever. Economists and experts have long argued that technological advances drive...

Read More »

How Inflation Compounds: Insights from Lance Roberts

2024-09-05

by

Investing tip: Focus on wearing blinders to manage challenges. Inflation compounds, and the Fed aims for stable price growth. #Investing101 #economics #investing Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/ea1407

Read More »

Savvy Social Security for Couples

2024-09-05

by

What's the best Social Security claiming strategy for couples? RIA Advisors' Senior Financial Advisors, Jon Penn and Jonathan McCarty examine the in's and out's of the Social Security maze. #SocialSecurityClaimingStrategies #SocialSecurityforCouples #Retirement #SpousalBenefits

Read More »

9-5-24 Limiting Losses With Yield Curve Analysis

2024-09-05

by

Lance Roberts previews the next Fed meeting: There's a 50-50-chance of a 50-bp rate cut; will tomorrow's jobs report show fewer jobs than before Covid? Numbers are suspect with labor "hoarding" a potential problem; negative revisions to JOLTS report, part of a trend of negative revisions back to 2002. Will Yields be 4% by Friday? What the bond market is indicating. Living in the late 1900's; The Bond Yield Bet: Lots of stragglers to...

Read More »