Category Archive: 9a.) Real Investment Advice

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The Real Investment Show (9/17/20)

2020-09-17

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

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The Real Investment Show (9/16/20)

2020-09-17

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

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Trump vs Biden: Tax Policies Compared (9/16/20)

2020-09-16

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In answer to numerous requests to examine potential tax policies in a post-2020 election world, RIA Advisors Chief Investment Strategist, Lance Roberts, and Senior Advisor, Danny Ratliff, CFP comb through the what-if's of the candidates' positions. -------- Register for the next Right Lane Retirement preparation class: https://register.gotowebinar.com/register/392145628329789454?source=RIA+Website -------- Get more info & commentary:...

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The Fed Preview Episode (Full Show EDIT) 9/16/20

2020-09-16

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SEG-1: Fed Meeting Preview: The Fed's Problem Child SEG-2: Most-popular YouTuber's; 2020 Election Preview SEG-3: Trump vs Biden Tax Policies: What's at Stake SEG-4: The Social Dilemma feedback; Financial Teachers' Flaws -------- Chief Investment Strategist Lance Roberts, w Senior Advisor, Danny Ratliff, CFP -------- Articles Mentioned in this Podcast: https://realinvestmentadvice.com/technically-speaking-is-everything-priced-in/...

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Can Markets Hold 20-DMA Through Friday? /Three Minutes on Markets & Money (9/16/20)

2020-09-16

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Markets maintain hold on 50-DMA, but fail at the 20-DMA mark; sell signals triggered; the importance of holding 20-DMA through Friday; what money flow sell signals mean. -------- Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this Podcast: https://realinvestmentadvice.com/technically-speaking-is-everything-priced-in/ https://realinvestmentadvice.com/correction-makes-speculators-even-more-speculative-09-11-20/ --------...

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Technically Speaking Tuesday (9/15/20)

2020-09-16

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Market Analysis & Commentary from RIA Advisors Chief Investment Strategist

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Our Social Dilemma (9/15/20)

2020-09-15

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The biggest problem facing society today (and by direct connection, investors, with the outcome) is that of Social Media--the only other business that considers its consumers as "users." RIA Advisors Chief Investment Strategist, Lance Roberts, lays out the hidden threats to our children, our economy, and our society in a review of Netflix' "The Social Dilemma."

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Our Social Dilemma: The Hidden Threat / Technically Speaking Tuesday (Full Show EDIT) 9/15/20

2020-09-15

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SEG-1: 45- Days to Election Day: Is Everything Priced-in? SEG-2: Our Social Dilemma: The Hidden Threat, Pt-1 SEG-3: Our Social Dilemma: The Hidden Threat, Pt-2 SEG-4: The Changing Face of Energy Investing; WFH Stats: Shocking. -------- Is everything priced-in? Managing risk in the election outcomes; Over-bought/Over-sold market conditions have been worked-off; short-term bounce is likely. Measure & monitor your porfolio risk. --------...

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Candid Coffee Encore Viewing (9/12/20)

2020-09-15

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Our fourth in a series of live-hosted webinars, direct from the kitchen tables of Richard Rosso, CFP, RIA Advisors' Director of Financial Planning, and Senior Advisor, Danny Ratliff, CFP: * Our latest market analysis & commentary * The impact the Fall Elections may have on your money * How the Federal Reserve's latest gyrations will affect you * Inflation: Is we Is or Is We Ain't * The latest scoop on ROTH Conversions and Health Savings...

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Managing Risk in Uncertain Times / Three Minutes on Markets & Money (9/15/20)

2020-09-15

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Is everything priced-in? Managing risk in the election outcomes; Over-bought/Over-sold market conditions have been worked-off; short-term bounce is likely. Measure & monitor your porfolio risk. -------- Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this Podcast: https://realinvestmentadvice.com/technically-speaking-is-everything-priced-in/...

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The Sell-off to Rally Episode (9/14/20)

2020-09-15

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Market Analysis & Commentary from RIA Advisors Chief Investment Strategist

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Money for Nothing: Social Justice & Wealth Transfer Potential (9/14/20)

2020-09-14

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Not many of us are equipped to handle a large cash windfall at the age of 25 or 30: The importance of proper family estate planning against a trend of social justice wealth transfers: Chief Investment Strategist Lance Roberts -------- Register for the next Right Lane Retirement preparation class: https://register.gotowebinar.com/register/392145628329789454?source=RIA+Website -------- Get more info & commentary:...

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The Sell-off to Rally Episode (Full Show EDIT) 9/14/20

2020-09-14

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SEG-1: The Bifurcated Economy: Jobs & Working from Home; The Coffin Confessor SEG-2: Social Justice and Wealth Transfer Potentials SEG-3: Softbank, Options-trading, Wework, & NVIDIA: Why to Investors Still Buy? SEG-4: Moving to the Maldives; Fed's New Inflation-averaging Plan -------- 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, &...

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

2020-09-14

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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)

2020-09-11

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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

2020-09-11

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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

2020-09-11

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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)

2020-09-11

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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)

2020-09-11

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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)

2020-09-10

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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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