Category Archive: 9a.) Real Investment Advice

Financial Fitness Friday | The Real Investment Show (12/18/20)

Technical Market Analysis & Commentary from RIA Advisors Senior Advisor, Danny Ratliff, CFP, w Special Guest, Rolando Garcia, DoerenMayhew Shareholder/Tax Lead

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ENCORE PRESENTATION: Technically Speaking Tuesday The Real Investment Show (Full Show EDIT) 12/29/20

NOTE: This is an Encore Presentation of a show originally broadcast on 12/15/20: SEG-1: Santa Claus Rally or 2020 Grinch? SEG-2: The Muted Effectiveness of Stimulus SEG-3: Is the Economy Headed in the Right Direction? SEG-4: Janet Yellen & Magazine Cover Phenomenon -------- Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this Episode:...

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The Real Investment Show

NOTE: This is an Encore Presentation of a show originally broadcast on 12/17/20: SEG-1: Virtual Learning, Cheating, and Permanent QE SEG-2: If the Economy was a Cancer Patient SEG-3: Speculating in Bitcoin SEG-4: The Cost of Money Makes the World Go Round -------- Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this Episode:...

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How to Prepare for the Biden Tax Plan + Year End Tax Planning Tips [ENCORE PRESENTATION: 1/1/21]

Happy New Year! Note: This is an Encore Presentation of an episode originally aired on 12/18/20: SEG-1: Fiscal Fitness for 2021 SEG-2: Tax Tips for Changes in the Biden Administration and the Biden Tax Plan SEG-3: Tax Shelter Strategies with the CARES Act SEG-4: Whatever Happened to Taxes on an Index Card? Financial Fitness Friday hosted by Senior Advisor, Danny Ratliff, CFP Special Guest: Rolando Garcia, CPA, Shareholder and Tax Lead at Doeren...

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How to Prepare for the Biden Tax Plan + Year End Tax Planning Tips 2020 [Full Show: 12/18/20]

SEG-1: Market Recap: Great Expectations from Vaccines & Stimulus SEG-2: Tax Tips for Changes in the Biden Administration and the Biden Tax Plan SEG-3: Tax Shelter Strategies with the CARES Act SEG-4: Whatever Happened to Taxes on an Index Card? Financial Fitness Friday hosted by Senior Advisor, Danny Ratliff, CFP Special Guest: Rolando Garcia, CPA, Shareholder and Tax Lead at Doeren Mayhew Rolando is a Shareholder in Doeren Mayhew’s Tax...

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Weekly Highlights | The Real Investment Show [Week Ending Dec, 18 2020]

The year is winding down! Lance provides manly shopping tips for the season, plus a potential screenplay Marvel Comics might have missed... The Ides of December to Remember; Why Markets are Like Vegas Casinos; And why it's the COST of money that really makes the world go 'round. RIA Advisors Lance Roberts, CIO, with Portfolio Manager, Michael Lebowitz, from this week's episodes of The Real Investment Show. -------- Download our 2020/2021 Tax...

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The Real Investment Show (12/17/20)

Technical Market Analysis & Commentary from RIA Advisors Chief Investment Strategist, Lance Roberts, w Portfolio Manager, Michael Lebowitz, CFA

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ENCORE PRESENTATION: The Santa Rally Episode | The Real Investment Show (Full Show EDIT) 12/28/20

NOTE: This is an Encore Presentation of a show originally broadcast on 12/14/20: SEG-1: Markets Prepare for Santa; Gone to Texas SEG-2: COVID Vaccine & Marvel Movies SEG-3: Christmas Shopping w Lance & EOY Optimism SEG-4: Unintended Consequences: Crime & Stimulus -------- Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this Episode:...

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Encore Presentation: The Economic Dichotomy | The Real Investment Show (Full Show EDIT) 12/24/20

NOTE: This is an Encore Presentation of a show originally broadcast on 12/9/20: SEG-1: Christmas Shipping, Tiny Houses & Hookers SEG-2: Headphones & Mom Jeans: A Problem with Innovation? SEG-3: Could the Dollar Be the Next Catalyst for Correction? SEG-4: What Happens When Tesla Joins the S&P 500 Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show:...

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The Cost of Money Makes the World Go ‘Round (The Federal Reserve and Quantitative Easing) [12/17/20]

The cost of money is what makes Capitalism work, and the Fed has worked itself into a trap by sustaining the unsustainable with quantitative easing. Chief Investment Strategist, Lance Roberts with Portfolio Manager, Michael Lebowitz, CFA -------- Download our 2020/2021 Tax Planning Survival Guides! Your must-have tax planning strategies in unprecedented times: https://realinvestmentadvice.com/financial-survival-guides/ -------- Articles...

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Monetary Policy and the Federal Reserve | The Real Investment Show [Full Show: 12/17/20]

SEG-1: Virtual Learning, Cheating, and Permanent Quantitative Easing SEG-2: What If the Economy was a Cancer Patient? The Federal Reserve, Stimulus and QE SEG-3: Speculating in Bitcoin SEG-4: The Cost of Money Makes the World Go Round Chief Investment Strategist, Lance Roberts with Portfolio Manager, Michael Lebowitz, CFA -------- Download our 2020/2021 Tax Planning Survival Guides! Your must-have tax planning strategies in unprecedented...

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What are the Odds of a January Market Sell-off? | 3 Minutes on Markets & Money [12/17/20]

If we wrap up 2020 with a Santa Claus Rally, does that set markets up for a January sell-off? Money flows are beginning to weaken: What happens with out-sized deviations? Money flow Buy-signal is in place - push into over-bought market, leading to a sell-off at the first of the year. Market Analysis and Commentary by Chief Investment Strategist, Lance Roberts. -------- Download our 2020/2021 Tax Planning Survival Guides! Your must-have tax...

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The Real Investment Show (12/16/20)

Technical Market Analysis & Commentary from RIA Advisors Chief Investment Strategist, Lance Roberts, w Senior Advisor, Danny Ratliff, CFP

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Why the Stock Markets are Like Vegas and Ways to Invest That Can Lower Your Risk [12/16/20]

If the stock markets are doing so well, then why isn't everyone getting rich? Think the house isn't stacked against you? Think again... Here's why the stock markets are like a Vegas casino, PLUS ways to invest in the stock market that can lower your risk. Chief Investment Strategist, Lance Roberts, with Senior Advisor, Danny Ratliff, CFP -------- Download our 2020/2021 Tax Planning Survival Guides! Your must-have tax planning strategies in...

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ENCORE PRESENTATION: Government Funding Episode | The Real Investment Show [12/30/20]

NOTE: This episode was previously broadcast on 12/16/20: SEG-1: Reindeer Food & Federal Stimulus SEG-2: The Winning System on Wall Street SEG-3: Why the Markets are Like Vegas SEG-4: What it Really Takes to Retire -------- Chief Investment Strategist Lance Roberts w Senior Advisor, Danny Ratliff, CFP -------- Articles Mentioned in this Episode: https://realinvestmentadvice.com/technically-speaking-will-santa-claus-visit-broad-wall/...

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Government Funding + What It REALLY Takes to Retire | The Real Investment Show [Full Show: 12/16/20]

SEG-1: Reindeer Food & Federal Stimulus SEG-2: The Winning System on Wall Street SEG-3: Why the Markets are Like Vegas SEG-4: What It Really Takes to Retire Market Commentary and Analysis by Chief Investment Strategist, Lance Roberts, with Senior Advisor, Danny Ratliff, CFP. -------- Download our 2020/2021 Tax Planning Survival Guides! Your must-have tax planning strategies in unprecedented times:...

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Are Markets Preparing to Rally into the New Year? | 3 Minutes on Markets & Money [12/16/20]

Stock markets bounce off 20-DMA, setting up to rally; Why we're adding equity exposure in anticipation. Chief Investment Strategist Lance Roberts -------- Download our 2020/2021 Tax Planning Survival Guides! Your must-have tax planning strategies in unprecedented times: https://realinvestmentadvice.com/financial-survival-guides/ ------- Articles mentioned in this report:...

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Technically Speaking Tuesday | The Real Investment Show (12/15/20)

Technical Market Analysis & Commentary from RIA Advisors Chief Investment Strategist, Lance Roberts

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Beware The Ides of December (The Best Average Rate of Returns in the Markets) [12/15/20]

The period between December 15 and January 15 typically delivers the best average rate of returns in the stock markets. The key word is "AVERAGE"... Market commentary and analysis by Chief Investment Strategist, Lance Roberts. -------- Download our 2020/2021 Tax Planning Survival Guides! Your must-have tax planning strategies in unprecedented times: https://realinvestmentadvice.com/financial-survival-guides/ ------- Articles...

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Technically Speaking Tuesday | The Real Investment Show (Full Show EDIT) 12/15/20

SEG-1: Santa Claus Rally or 2020 Grinch? SEG-2: The Muted Effectiveness of Stimulus SEG-3: Is the Economy Headed in the Right Direction? SEG-4: Janet Yellen & Magazine Cover Phenomenon -------- Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this Episode: https://realinvestmentadvice.com/technically-speaking-will-santa-claus-visit-broad-wall/...

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