Category Archive: 9a.) Real Investment Advice

Financial Fitness Friday (4/16/21): Market Analysis & Personal Finance commentary from RIA Adviso…

[DESCRIPTION] -------- Articles mentioned in this episode: -------- ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial: https://riapro.net/home ➢ Subscribe to our Youtube Channel:...

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Cryptocurrency, Liquidity & Retirement Planning | Financial Fitness Friday [Full: 4/16/21]

00:00 Market Commentary: Where Does All the Liquidity Go? 9:59 Cryptocurrency is Here to Stay; Being All-In? 23:00 Being Aware of Financial Vulnerability 35:30 Planning & Re-planning for Retirement Hosted by Richard Rosso, CFP, RIA Advisors Director of Financial Planning, with Danny Ratliff, CFP, Senior Advisor. _________ Upcoming Events: ➢ (4/22/21 12pm) Virtual Lunch & Learn: What Boomers Need to Know About Social Security This is...

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The Tax Man Cometh…Later | 3 Minutes on Markets & Money [4/16/21]

Tax Filing dates have been moved later by a month for most of the country, and even more for the states of Louisiana, Oklahoma, and Texas, thanks to the winter storm, Uri. Changes are afoot in 401-k's, including later RMD ages, and requirements for auto-enrollment; more to come. A bi-partisan group is being formed to look at the Social Security and Medicare trusts. 3 Minutes on Markets and Money hosted by Danny Ratliff, CFP, RIA's Senior Advisor...

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Inflation’s Relation to Your Retirement Episode (4/15/21): Market Analysis & Personal Finance com…

4/15/21 The Real Investment Show Live stream _________ ➢ Blog: New articles daily: https://realinvestmentadvice.com/real-investment-daily/ ➢ RIA Newsletter: Subscribe to our free newsletter for market updates, analysis, financial tools and more: https://realinvestmentadvice.com/newsletter/ ➢ Podcast: The Real Investment Show: Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757...

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How Can Inflation Affect Your Retirement? | The Real Investment Show [Full Show: 4/15/21]

00:00 - Retirement: Qualitative vs. Quantitative. Are You Really Ready to Retire? 9:59 - How Inflation Affects Your Retirement and How To Deal with It. 23:00 - Jerome Powell: Sell vs Taper? #FedGrammarMatters 35:30 - Target Date Funds; Crypto Currency & CoinBase Hosted by Danny Ratliff, CFP, RIA Advisors Senior Advisor with Portfolio Manager, Michael Lebowitz, CFA. _________ Upcoming Events: ➢ (4/22/21 12pm) Virtual Lunch & Learn:...

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The Real Investment Show | LIVE (4/14/21): Market Analysis & Personal Finance Commentary

4/14/21 The Real Investment Show Live stream _________ ➢ Blog: New articles daily: https://realinvestmentadvice.com/real-investment-daily/ ➢ RIA Newsletter: Subscribe to our free newsletter for market updates, analysis, financial tools and more: https://realinvestmentadvice.com/newsletter/ ➢ Podcast: The Real Investment Show: Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757...

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The Optimism vs Reality Episode | The Real Investment Show [Full Show: 4/14/21]

00:00 What's Driving Inflation vs. Deflationary Pressure 10:00 Coinbase IPO & The Race to the Bottom 22:58 NFIB Report Review: Economic Exuberance vs Reality 35:30 Economic Reports; Congress' Access to Information Hosted by Lance Roberts, RIA Advisors Chief Investment Strategist _________ Articles mentioned in this show: ➢ Payment For Order Flow & The Fleecing Of The Retail Investor...

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S&P Marches Forward Ahead of Earnings Season | 3 Minutes on Markets & Money [4/14/21]

Markets' advance ahead of Earnings Season for strongest gains in recent memory; money flow signals, however, are back to over-bought levels, in a catch up rotation; value trade rotation appears to be over, as money flows back into stocks that have a reliability of earnings growth in a weaker economic environment. Rising interest rates and a stronger dollar are not good news for emerging markets. Possible to see another corrective move over the next...

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Technically Speaking Tuesday | LIVE (4/13/21): Market Analysis & Personal Finance Commentary

4/13/21 The Real Investment Show Live stream _________ ➢ Blog: New articles daily: https://realinvestmentadvice.com/real-investment-daily/ ➢ RIA Newsletter: Subscribe to our free newsletter for market updates, analysis, financial tools and more: https://realinvestmentadvice.com/newsletter/ ➢ Podcast: The Real Investment Show: Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757...

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A History of Corporate Earnings (and Millennial Soccer) [4/13/21]

The next round of corporate earnings reports are set to begin later this month. The issue of how to tell companies' fiscal story to attract would-be investors, while placating regulators is an age-old war of ying and yang, made a little more confusing by the allowance of Performa Earnings vs GAP Earnings methodologies. Lance's tracking of the numbers sheds an interesting light on what we may see in a few weeks, and posits the question of whether...

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Technically Speaking Tuesday | The Real Investment Show [Full Show: 4/13/21]

00:00 Are We Really Growing that Much? 10:00 When the Fed Tries to Taper 29:59 A History of Earnings & Millennial Soccer 35:29 The Fed Depends Upon You Not Being Crazy Hosted by Lance Roberts, RIA Advisors Chief Investment Strategist _________ Articles mentioned in this show: ➢ Fundamentally Speaking: Earnings Optimism Explodes: https://realinvestmentadvice.com/fundamentally-speaking-earnings-optimism-explodes/ _________ ➢ RIA...

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Prelude to the Dance: Kicking off Earnings Season 2021 | 3 Minutes on Markets & Money [4/13/21]

2021 Earnings Estimates are now being pegged at $158/share--an astounding recovery from the end of 2020's 4th Quarter, where earnings were in the $90-range...but that's lower than the projected earnings estimate at the beginning of 2020. We're paying more per value than the actual earnings would justify! Expectation are exceptionally high at a time of peak pricing. Changes to estimates and outlooks have a lot of impact. CPI is expected to be...

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Encore Presentation: Candid Coffee/Financial Spring Cleaning [4/10/21]

Here is an encore presentation of the April 10, 2021 "Financial Spring Cleaning" episode of Candid Coffee, direct from the kitchen tables of Richard Rosso, CFP, RIA Advisors' Director of Financial Planning, and Senior Advisor, Danny Ratliff, CFP. Richard and Danny identify the financial dust bunnies lurking in your money management habits...the primary areas are couples' communication and financial organizational issues: * Women are...

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Inflection Point Episode (4/12/21): Market Analysis & Commentary from RIA Advisors Chief Investme…

Inflection Point Episode (4/12/21): Market Analysis & Commentary from RIA Advisors Chief Investme...

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The Inflection Point Episode | The Real Investment Show [Full Show: 4/12/21]

00:00 Stimmie Checks--then, what?? 9:53 Jerome Powell & The Missing Jobs 22:55 Expectations for Economic Growth vs Reality 35:28 There's No Benefit to 'Beating the Index'

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Markets Weaken w Extreme Exuberance | Three Minutes on Markets & Money [4/12/21]

(4/12/21) Markets weaker following Jerome Powell's comments on the Sunday talk shows; now are extremely over-bought. Investors now have the highest asset allocation to equities since the Dot Com Crisis. Money flow indicators have been extremely positive following portfolio rebalancing at the end of March, leading to "re-investment" process for the past two weeks, which is now showing weakness. Money Flow indicators are back up to previous highs,...

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Lacy Hunt & Expectations For Decelerating Inflation

Lacy Hunt at Hoisington Management has some interesting thoughts regarding the inflation debate and the potential for decelerating inflation. Case For Decelerating Inflation In its Quarterly Review and Outlook for the First Quarter of 2021 Lacy Hunt makes a case for decelerating inflation.

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Financial Fitness Friday (4/9/21): Market Analysis & Personal Finance commentary from RIA Advisor…

Financial Fitness Friday (4/9/21): Market Analysis & Personal Finance commentary from RIA Advisor...

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Retirement, 401k vs Pension, & Working Post-Pandemic | Financial Fitness Friday [Full: 4/9/21]

00:00 Coffee Infrastructure, Chucky-Cheese Birthdays, & Post-Pandemic 9:59 Looking at Retirement Through a Different Lens 23:00 Working at Buc-cee's: Why Dave Ramsey is Wrong About a 401k vs. Pension in Retirement 35:30 Working Post-Pandemic

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Inflation in 2021: Making the Complex, Simple

This is a companion segment to the article written by Michael Lebowitz (linked below); despite what the government wonks tell us about "no inflation," a quick visit to the grocery store or the gas station refutes that narrative. The real source of inflation is the devaluation of the Dollar, which requires more money to purchase goods. What what happens when money takes on an "expiration date," as the Chinese are considering imposing on their...

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