Category Archive: 9a.) Real Investment Advice

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Tapering Episode | The Real Investment Show (5/27/21): Market Analysis & Commentary from RIA Advi…

2021-05-27

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#TheRealInvestmentShow #LanceRoberts #RIAadvisors

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Interview: Candid Coffee – Mid-Year Market Review

2021-05-27

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2021-05-27

Last weekend, I joined Richard Rosso, CFP and Danny Ratliff, CFP to discuss the outlook for the markets for the rest of this year and take questions from our attendees.

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The Real Investment Show (5/26/21): Market Analysis & Personal Finance commentary from RIA Adviso…

2021-05-27

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➢ 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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Memorial Day Episode | The Real Investment Show (Full Show EDIT) 5/31/21

2021-05-26

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This is our Memorial Day compilation episode--a collection of segments from the past weeks' shows: SEG-1: Restaurants Re-opening; C of C says "No More Stimulus" SEG-2: Inflation Concerns: Transitory or Sustained? SEG-3: Home-buying Warning for Millennials SEG-4: Stock Buy-backs, Corporatism, & Capitalism -------- Hosted by RIS Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Get...

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Lance Roberts’ Mid-year Investment Review | Candid Coffee [5/22/21]

2021-05-26

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This is an Encore Presentation of our Candid Coffee event live-streamed on Saturday, May 22, 2021 with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, Senior Advisor, Danny Ratliff, CFP, and Chief Investment Strategist, Lance Roberts, CIO. Lance's Mid-year Investment Review launches the discussion, with questions submitted by participants. ➢ Listen daily on Apple Podcasts:...

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Inflation, Infrastructure, & Inquiries | The Real Investment Show [Full Show: 5/26/21]

2021-05-26

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00:00 - Summer Stock Market Preview; Kids Earning Their Keep 10:00 - Why is the Fed Surprised by Inflation? + The Definition of Infrastructure 23:00 - The Fed's True Mandate; Rates vs. Taper Talk 35:30 - Crypto Currency, Crypto Taxes, & Getting People "Banked" Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist with Danny Ratliff, CFP, Senior Financial Advisor _________ ➢ REGISTER for our next Lunch & Learn...

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Setting Up For a Summer Sell-Off | 3 Minutes on Markets & Money [5/26/21]

2021-05-26

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Our mid-week market rundown: S&P's continued buy signal provides positive opening for the day; likely to re-test all-time highs. 5% to 10% correction likely this summer. QQQ's have been outperforming the S&P up to this point with a little more upside still to run, but--the NASDAQ is running out of time. When it turns, will be time to take profits out. Small-caps have not gone anywhere, creating an over-all drag; Emerging Markets showing...

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Taper Is Coming: Got Bonds?

2021-05-26

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2021-05-26

Taper Is Coming: Got Bonds? The solid economic recovery and easing of COVID restrictions lead us to believe a tapering of QE may not be far off. Further supporting our opinion, inflation has fully recovered to pre-pandemic levels, and employment is improving rapidly.

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Technically Speaking Tuesday (5/25/21): Technical Stock Market Analysis from Lance Roberts

2021-05-26

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This is a 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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Picking Up Pennies in Front of a Steamroller [5/25/21]

2021-05-25

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How we increase exposure (and why) in an expensive market; why watching Money Flow Signals is important. Using Price to Sales as a metric of Valuation (now at an all time high), which are a horrible market-timing device. Over-valuations have always led to very poor returns over the next decade. RIA Advisors Chief Investment Strategist Lance Roberts, CIO _________ Articles mentioned: ➢ Technically Speaking: Picking Up Pennies In Front Of A...

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Technically Speaking Tuesday | The Real Investment Show [Full Show: 5/25/21]

2021-05-25

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00:00 - BitCoin and How Markets Find the Bottom 10:00 - Inflation Concerns: Transitory or Sustained? 23:00 - Picking Up Pennies in Front of a Steamroller 35:30 - Amazon + MGM: Streaming Content Wars Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO _________ Articles mentioned: ➢ Technically Speaking: Picking Up Pennies In Front Of A Steamroller...

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How We Read Opportunity in The Market | 3 Minutes on Markets & Money [5/25/21]

2021-05-25

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How can we be buying into this market? The answer keys on an understanding of the differences between short term markets and long term valuations... and the reality of having to make money for our clients. You can't do that when you're not in the market. So we not only take advantage of opportunities that exist, while also managing risk. You cannot be all-in or all-out and do this successfully. Not much upside expected as we move into Summer, and...

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Crypto Episode | The Real Investment Show (5/24/21): Market Analysis from Lance Roberts

2021-05-25

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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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The Crypto Episode | The Real Investment Show [Full Show: 5/24/21]

2021-05-24

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00:00 - School's Out; Erosion of Investor Psychology 10:00 - Dollar Strength vs Crypto Currency Volatility 23:00 - Home-buying Warning for Millennials 35:30 - Fiction Becomes Reality; the Everything Shortage Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO _________ Articles mentioned: ➢ Hiking Corporate Taxes Won’t Improve Economic Outcomes...

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Markets Try, Try Again | 3 Minutes on Markets & Money [5/24/21]

2021-05-24

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S&P opens higher, preparing to assault Buy-signal that's been anticipated for past several weeks. NASDAQ tries to rally above 20-DMA; will likely outperform S&P over next weeks. Weekly Buy-signals are close to triggering Sell-signals, like in June or July. A 5% correction would not be surprising. Bonds & Stocks' correlation has been highest since 1999 -- which should not be the case. If Bond prices are moving up, 10-yr yields are moving...

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Financial Fitness Friday (5/21/21): Personal Financial Planning from RIA Advisors

2021-05-22

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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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Financial Fitness Friday | The Real Investment Show [Full Show: 5/21/21]

2021-05-21

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00:00 - The Oncoming Inflationary Storm 10:05 - Kissing Poultry & Spanking SPAC's 23:05 - Changes Wrought from the Pandemic 35:33 - The "Third Act" of Retirement Hosted by Richard Rosso, CFP, RIA Advisors Director of Financial Planning with Danny Ratliff, CFP, Senior Advisor _________ ➢ Register for Lunch & Learn: Long Term Care [June 24, 2021 12pm CT] https://zoom.us/webinar/register/4016208386750/WN_swKrCtWJQ5KzeYUk-g8zTw...

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Youth Investment Accounts – Pro or Con? | 3 Minutes on Markets & Money [5/21/21]

2021-05-21

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Markets respond to jobless claims, but true strength of economy remains a concern; Philly Fed Mfg. Index fall underscores thesis of weakening economy. Fidelity Youth Investment Accounts -- love 'em or hate 'em: Points to ponder if your 13-17 year old wants to play investor. Crypto Currency takes a 30% dive as the IRS makes moves to track and tax crypto earnings. Of course. 3 Minutes on Markets and Money hosted by Danny Ratliff, RIA Advisors...

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The Real Investment Show (5/20/21): Market Analysis & Commentary from Lance Roberts

2021-05-21

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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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Lance Roberts’ Investment Psychology Experiment [5/21/21]

2021-05-20

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Hello to Berlin! Lance's Investment Psychology Experiment: When people on TV freak-out...so far, so good. Sports Gambling & Market Investing; Buying and selling isn't always based upon valuation: Gamestop vs Bitcoin or Etherium. Short term signals can last three or four weeks--not to be used for long term investing theses, but helpful in managing risk/reducing exposure. Adding Alpha (excess performance) is opportunistic trading, not fundamental...

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