Category Archive: 9a.) Real Investment Advice

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Navigating 401K Challenges

2024-08-26

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Are you maximizing your 401K contributions? ? Let's make sure we're funding as much as we can for a secure retirement future! ? #RetirementPlanning Want to learn more? YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/74ac84

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8-26-24 Risk Management Still Matters

2024-08-26

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Over the next few weeks to two months, the various signals of improving breadth and liquidity support higher prices. However, this does not mean investors should ignore the potential risks. An unexpected and exogenous event, as we saw with the “Yen Carry Trade” three weeks ago, is a good example. The things that tend to disrupt the markets are not what we know about; they are the things we don’t that send sellers rushing for the exit. Therefore,...

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Understanding the Hidden Costs That Can Eat Away Your Returns

2024-08-25

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Understand your investment fees! Check your expense ratios, opt for low-cost options like ETFs/index funds. Watch those fees add up. ?? #FinancialTips Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/1cb2fe

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Managing Capital Gains Tax for Increased Profits and Wealth

2024-08-24

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Managing long term gains is key. Take profits along the way for a more manageable position. Looking ahead for better chances! ? #investingtips Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch the entire show here: https://cstu.io/47695e

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Stocks vs Bonds: Understanding the Key Differences for Investment Success

2024-08-23

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Stocks vs. Bonds: Understanding the difference. Stocks offer potential for higher yield, but bonds provide security with maturity value. ?? #Investing101 Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch entire show: https://cstu.io/deb5b1

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8-23-24 How to Prepare for Recession (even when there isn’t one)

2024-08-23

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Joy, Gratitude, and the difficulty of knowing what narrative to believe. Still to come: Jerome Powell's speech at Jackson Hole, and reaction to negative revision to Jobs numbers. Four rate cuts by the Fed before the end of the year? How to make volatility work for you. Taxation of unrealized gains: It's a dumb idea. What about credits for losses?? (You absorb the losses, the Gov't takes the gains.) Thank goodness for Congressional gridlock. Schwab...

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Red Flags In The Latest Retail Sales Report

2024-08-23

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2024-08-23

The latest retail sales report seems to have given Wall Street something to cheer about. Headlines touting resilience in consumer spending increased hopes of a “soft landing” boosting the stock market. However, as is often the case, the devil is in the details. We uncover a more troubling picture when we peel back the layers of this seemingly positive data. Seasonal adjustments, downward revisions, and rising delinquency rates on credit cards and...

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Forecasting Market Risks: Events That Might Trigger a Downturn

2024-08-22

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Market outlooks are uncertain, but economics suggest challenges ahead. Setting a specific return target will be hard to do. #financialplanning #economics Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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8-22-24 Jackson Hole Preview

2024-08-22

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Markets are again approaching all-time highs, with the NASDAQ exhibiting a most v-like recovery, up 11% in ten days. Markets' response to the largest (818-k) negative Jobs revision since 2009: Shrugs. FOMC meeting minutes indicate the time is "appropriate" for the Fed to lower rates. French women apparently have the longest life expectancy; Lance & Michael review FOMC meeting minutes and mentions of "appropriate time" to...

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Be Careful of Market Predictions

2024-08-21

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Markets are unpredictable. Always be cautious of what you think you know. Stay informed and be prepared for the unexpected. ? #marketinsights Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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8-21-24 Why Your Portfolio Performance Sucks

2024-08-21

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Why have portfolio performances been dragging? Lance Roberts examines the cause and effect phenomenon of public policy and outcomes, rhetoric and promises; who'll control the House & Senate have more bearing on future legislation promised vs passed. Market breadth is expanding, which bodes well for bullish trends. Most of markets' lift is coming from stock buy back activity. Interesting observation about the category launches of ETF's: Most are...

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Fed Funds Futures Offer Bond Market Insights

2024-08-21

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2024-08-21

Profitable bond trading opportunities arise when your expectations about Fed policy differ from those of the market. Therefore, with the Fed seemingly embarking on a series of interest rate cuts, it behooves us to appreciate how many interest rate cuts the Fed Funds futures market expects and over what period. Equally important, Fed Funds futures help us assess the market’s economic growth and inflation expectations. Currently, Fed Funds futures...

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Why Gen Z Is Saying No to Materialism and Collecting Less Stuff

2024-08-20

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Gen Z values experiences over material possessions. Are storage units the new trend for sentimental attachment? ? #Minimalism #GenZ Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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8-20-24 How Shall the Young Secure (Their Finances)

2024-08-20

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Investors are waiting for this week's Jackson Hole confab, and will respond accordingly; when will markets take a breather? The DNC begins with economic nonsense. You cannot fix poverty by giving money away. Markets' rally straight up for eight days; pullback is coming: This is no time to chase stocks. Why the correction is over; three elements of economic uncertainty. Lance answers an email about helping youth prepare financially; the financial...

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Market Decline Over As Investors Buy The Dip

2024-08-20

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2024-08-20

The market’s 8.5% decline during August sent shockwaves through the media and investors. The drop raised concerns about whether this was the start of a larger correction or a temporary pullback. However, a powerful reversal, driven by investor buying and corporate share repurchases, halted the decline, leading many to wonder if the worst is behind us. However, the picture becomes more nuanced as we examine the technical levels and broader market...

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How Trusts Ensure Your Wishes Go Beyond Legal Documents

2024-08-19

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Don't let documents speak for you. Trust is for family protection, not an iron fist. Conversations matter. #FamilyTrust #ProtectYourWishes Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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8-19-24 Unpacking Kamalanomics and Economic Cycles in America

2024-08-19

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Previews of the DNC Convention and Jackson Hole meeting previews, plus four Fed speakers on tap this week; Monkey Pox & Covid on the upswing ahead of election season. Markets stage a phenomenal recovery over the past five days; could interest rates reverse? Kamalanomics: A historical perspective on Economic Cycles: Why Prices Controls will exacerbate inflation; the myth of price gouging; the Tytler Cycle revisited. 3:15 - Phenomenal Market...

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Protecting Your Child’s Future: The Automatic Shift in Money Management

2024-08-18

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Becoming a parent shifts your perspective completely. The responsibility of protecting that little person transforms your entire mindset. #Parenthood #PerspectiveShift Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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Understanding Yield Curves: Inversion Doesn’t Guarantee a Recession

2024-08-17

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Understanding yield curve inversion is key! Don't panic when it happens - it doesn't automatically mean a recession is imminent. Check out the chart to see the full picture. ? #Finance101 #YieldCurve Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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Avoid Sleepless Nights_Financial Crisis Insights

2024-08-16

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Let's stay positive and focus on being okay. Self-fulfilling prophecies are real! Remember the crashes in 2008 and 2000? Stay strong ? #positivity #financialadvice #recession Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

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