Category Archive: 9a.) Real Investment Advice

Market Correction Makes Speculators More Speculative / Three Minutes on Markets & Money (9/14/20)

Despite last week's correction, speculators continue to buy; expecting a rally to the 20-DMA; Fed Meeting at Jackson Hole; what to watch: Dollar, Gold, & Oil -------- Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this Podcast: https://realinvestmentadvice.com/correction-makes-speculators-even-more-speculative-09-11-20/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ --------...

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529 Plans: Fact, Fiction, & Foresight /Financial Planning Corner (9/11/20)

How to maximize your college savings without getting sideways of the rules thereof. Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here:...

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529’s & 401-K’s: Smart Money Moves / Financial Fitness Friday (Full Show EDIT) 9/11/20

SEG-1: Market Commentary: Where Do We Go From Here? SEG-2: Legacies Lost to COVID; Succession Planning SEG-3: 529 Plans: Facts, Fictions, and Foresight SEG-4: National 401-k Day--yay! -------- The lasting impact of COVID to be felt for years; smart money and smart usage of 529 plans; NASA to create Moon Rock Market; Changes coming to 401-K's; Remembering 9/11. -------- Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny...

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The Best of The Real Investment Show for Week Ending 9/11/20

How Politicians Are Going to Fix Things--"This Time" Why This Show is No Fun Teaching Kids During COVID The Secret to Effective Portfolio Management Dieting Math RIA Advisors Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA, and Senior Advisor, Danny Ratliff, CFP, from this week's episodes of The Real Investment Show. -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE...

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Financial Fitness Friday (9/11/20)

Market Analysis & Commentary from RIA Advisors Director of Financial Planning, Richard Roso, CFP, w Senior Advisor, Danny Ratliff, CFP

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The Real Investment Show (9/10/20)

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

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Market Deterioration + Political Season: What’s the Downside Risk? (9/10/20)

Common Core Math, Cursive Writing, and the meaning of Correction within a Bullish Market: RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/tending-the-portfolio-garden-as-winter-approaches-08-21-20/ https://realinvestmentadvice.com/how-to-find-value-in-an-upside-down-world/ -------- Register for the next Candid Coffee:...

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Is the Correction Over? (Full Show EDIT) 9/10/20

SEG-1: SCOTUS Picks, Less COVID Relief; Markets Rally & Bounce SEG-2: Lance's Liberal Cousin; Pulling Forward Consumption SEG-3: Common Core Math, Cursive Writing, Correction within bullish market SEG-4: Going to the Movies; Careful with Statistics -------- Market rallies & normal corrections: How to reduce risk; rally to 20-DMA & failure: There's still downward pressure despite long term positive trend. -------- RIA Advisors Chief...

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Market Rally + Normal Correction = How to Reduce Risk / Three Minutes on Markets & Money (9/10/20)

Market rallies & normal corrections: How to reduce risk; rally to 20-DMA & failure: There's still downward pressure despite long term positive trend. -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/tending-the-portfolio-garden-as-winter-approaches-08-21-20/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/...

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The Millennial Wealth Distribution Episode (9/9/20)

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

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Skinny Stimulus & Dieting Math (9/9/20)

Lance's wife has him on yet another diet; Danny likes the multiple daily meals--so long as they're tacos. Congress' "Skinny" Stimulus vs fiscal responsibility: It all boils down to wealth re-distribution. Our financial woes are of our own conjuring through the choices we make, in this double-header podcast. -------- RIA Advisors Chief Investment Strategist Lance Roberts w Senior Advisor, Danny Ratliff, CFP -------- Articles mentioned in...

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The Millennial Wealth Re-distribution Episode (Full Show EDIT) 9/9/20

SEG-1: Market Commentary: Just Another 'Normal' Correction SEG-2: Back to School & The Knock-off Effects of COVID on Economy SEG-3: This Show is No Fun: Dieting Math SEG-4: "Skinny Stimulus: Bailouts vs Personal Responsibility -------- A 5% correction is not unexpected, but the rapidity of the decline is causing some concern; markets are sitting on the 50-day moving average; how to use the rally to rebalance and manage volatility from the...

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Is the Market Sell-off Over? /Three Minutes on Markets & Money (9/9/20)

A 5% correction is not unexpected, but the rapidity of the decline is causing some concern; markets are sitting on the 50-day moving average; how to use the rally to rebalance and manage volatility from the upcoming election. -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-1998-correction-the-run-to-the-peak/ -------- Register for the next Candid...

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Technically Speaking Tuesday (9/8/20)

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

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How Politicians Will Fix Things “This Time” (9/8/20)

It's Election Season: Why Expectations for a Different Outcome from Previous Elections is Rather Low: -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-1998-correction-the-run-to-the-peak/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 -------- Get more info & commentary:...

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Is Last Week’s Market Sell-off Done, or Is There More to Come?/Technically Speaking Tuesday (9/8/20)

SEG-1: Market Commentary: Is It 1998 All Over Again? SEG-2: The Problem With Purchasing Options Contracts (Hint: They expire) SEG-3: Election Season: How Politicians are Going to Fix Things "This Time" SEG-4: Things That We Vote For...and the consquences -------- Markets opening post-Labor Day a bit on the weak-side: Are markets setting up for additional correction with over-bought conditions? When & Where? Noting Money flow...

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Are Markets Setting Up for Additional Corrections? / Three Minutes on Markets & Money (9/8/20)

Markets opening post-Labor Day a bit on the weak-side: Are markets setting up for additional correction with over-bought conditions? When & Where? Noting Money flow sell-signals turning negative, and increased NASDAQ options speculation. -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-1998-correction-the-run-to-the-peak/ -------- Get more info...

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Financial Fitness Friday (9/4/20)

Market Analysis & Commentary from RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP

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The Truth About Donald Trump’s Payroll Tax Deferrals [9/4/20]

What do boneless chicken wings and a payroll tax deferral have in common? RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/fpc-do-you-have-a-financial-vulnerability-cushion/ https://realinvestmentadvice.com/dont-ignore-these-retirement-mistakes-part-1/...

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Donald Trump’s Payroll Tax Deferral: Fact & Fiction | Financial Fitness Friday FULL SHOW [9/4/20]

SEG-1: Market Exuberance: The Bear Got Poked - What Happens on the Friday Following a Down-Market Thursday SEG-2: The Best Investment for Retirement is No Investment, but Delayed Social Security Withdrawals SEG-3: The Truth Behind Boneless Chicken Wings & Trump's Payroll Tax Deferral SEG-4: How COVID Created The Super-saver Class RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP --------...

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