Category Archive: 9a.) Real Investment Advice

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The Importance of Breadth: Technically Speaking Tuesday (6/6/23): Technical Market Analysis & Com…

2023-06-06

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central 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 SimpleVisor: Analysis, Research, Portfolio Models, and More....

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What Will the Fed Do Next Week?

2023-06-05

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(6/5/23) Stock Buyback Blackout: Monetary impact exits market for now; predicted sector rotations fueled markets to three standard deviations above 50-DMA; prepare for pullback! OPEC Production cuts spike oil prices; Headline Employment Report beats expectations...again. What will the Fed do next week? Very large Birth/Death ratio adjustment; BLS vs Household Surveys: Number of self-employed declines. Cannot have recession without higher...

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What Will Today’s Employment Numbers Mean for Rates?

2023-06-02

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(6/2/23) The Senate has passed the Debt Ceiling Bill, passing the buck for another two years. Employment numbers due today will impact the Fed's next decision on rates. Why your steak/BBQ beef is so expensive; Yield Curve dynamics; On-line banks vs brick & mortar facilities; Why the Yield Curve matters, and CD strategies to take advantage of. Financial Tips for college grads: Roth IRA's & savings strategies; Rent, Cars, & Salary +...

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Will the Fed Hike Rates or Pause in June?

2023-06-01

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(6/1/23) Setting up for June; the key point of the Debt Ceiling Bill: Unlimited Government Spending until 2025 (after the elections). What the Treasury must do next: Issue more debt. Watch for reverse in liquidity, rates to rise, and a drag on markets. We're moving into the "weaker" months of Summer, with a relaxation of the rally. "Taking profits" doesn't mean selling everything. Market anticipation ahead of Debt Ceiling Bill...

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Why the Debt Ceiling Bill Won’t Matter

2023-05-31

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(5/31/23) The Debt Ceiling bill advances to the House, which the CBO deems will cut spending $1.3-B over 10-years (the CBO is never correct). Markets need to take a break; pullback to 50-DMA likely. Sector rotations coming; time to take profits. Corporate earnings are showing improvement, but where do earnings come from? Sales. Why is the economy doing better than expected; what happens when student loan payments return? Fed futures expecting rates...

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Markets Continue to Defy the Bears

2023-05-30

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(5/30/23) Markets begin the holiday-shortened week on an upbeat note, thanks to an impending Debt Ceiling deal; markets are challenging the Jan '22 Lows. Friday's PCE Report revealed Inflation remaining sticky, which the Fed will have to address. The Debt Ceiling deal is not a "done-deal" yet; if passed as-is, spending will actually increase in 2024. Next Debt Ceiling discussion will be pushed out to 2025, beyond the next election. The...

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Big Bust for Small Investors (5/24/23): Market Analysis & Personal Finance commentary from RIA Ad…

2023-05-24

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central 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 SimpleVisor: Analysis, Research, Portfolio Models, and More....

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A Good (White Collar) Job is Hard to Find

2023-05-23

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(5/23/23) Richard's new home-delivery food service: Donuts, Eggnog, & Seclusion; the mucky market and media scare tactics: Default is not in the cards. Saudi's warning to oil short-sellers: Global oil supplies are to tighten further. The Sixth Sense you need when considering private capital investing; transparency is key. The FTX fiasco: The correct question asked by Taylor Swift. Issues of liquidity in private infesting; the Stanford Pitch....

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The Least-Prepared Generation (5/22/23): Market Analysis & Personal Finance commentary from RIA A…

2023-05-22

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central 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 SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Why Market Performance is Dependent Upon Jobs

2023-05-19

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(5/25/26) Have we already gone through a recession that didn't register? Inflation masks the data. Market expectations vs History: Rate cuts expected in first half of 2024; Fed Funds futures remain bullish; market performance will be very dependent upon jobs. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment...

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Is Your Portfolio Being “Green Smuggled?”

2023-05-19

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(5/26/23) Is there industry pressure for ESG? Need for Investment Policy Statement to include, "no ESG." Book: "Capitalist Punishment;" "Green Smuggling" noted by Committee to Unleash Posterity; financial managers pushing for political agendas over profits for customers. Is your portfolio being "greenwashed:" no product change, but higher "ESG" fees? Hosted by RIA Advisors Director of Financial...

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Lance is On Vacation!

2023-05-19

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Lance Roberts is on Vacation, returning on Tuesday, May 39, 2023.

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Is ESG DOA, OMG! (5/19/23): Market Analysis & Personal Finance commentary from RIA Advisors Direc…

2023-05-19

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central 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 SimpleVisor: Analysis, Research, Portfolio Models, and More....

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The Real Investment Show

2023-05-18

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Artificial Intelligence is a continuation of the Industrial Revolution, and has been underway for past ten years; where is the value? The Ai Era will end over valuations; the impact of Ai and Tech stocks on markets. 30:33 - Ai is a Continuation of the Industrial Revolution 44:24 - How the Ai Era Will End: Valuation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- The...

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Have We Already Gone Through a Recession that Didn’t Register?

2023-05-18

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(5/18/23) Markets rallied to top of their trading range, thanks to better-than-expected results from Target and anticipated from Walmart. The AI Revolution is driving markets upwards with just a few stocks; the impact of AI on Jobs and profit margins still to be seen; there is real potential for productivity increases. Is it real, or is it AI? Which jobs are at risk, and where will new jobs be created? Target & WalMart wins: What recession?...

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Transitioning to Medicare

2023-05-17

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Here is an encore presentation of the May 11, 2023 Lunch & Learn on Transitioning to Medicare with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP. ------- 0:00 - Intro/Preview 1:00 - Who Provides Healthcare Insurance in the US? 2:22 - The Retirement Healthcare Challenge - Smooth Transition 3:42 - Understanding First Year Healthcare costs 6:00 - Planning for Lifetime Healthcare Expenses...

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The Debt Ceiling Debate: Will We Really Default?

2023-05-17

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(5/17/23) Markets continue to go nowhere. Interestingly, one day after Home Depot's disappointing report, Target's results exceeded expectations. Retail Sales' core numbers continue to trend upward, refuting calls for economic downturn. Pay attention to retailers at the lower end of economic spectrum for clues as to how consumers are really faring. The Debt Ceiling Debate: Will we really default? have we ever had a Debt Ceiling Disaster? No....

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Wage Growth Declines (5/16/23): Technical Market Analysis & Commentary from RIA Advisors Chief In…

2023-05-16

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central 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 SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Getting On Board with RIA Advisors

2023-05-15

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Welcome to RIA Advisors! Our team includes Chief Investment Strategist, Lance Roberts, CIO; Portfolio Manager Michael Lebowitz, CFA, and Senior Advisors, Danny Ratliff, CFP. Danny, Lance, and Michael describe our processes and what you can expect as a client of RIA Advisors: 1:22 - How we get your account into our models on a risk-adjusted basis 2:49 - How we handle stop-loss rules and positions 4:43 - How does trading work, relative to market...

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Is a Surge in Unemployment Coming?

2023-05-15

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(5/15/23) Markets have gone nowhere for past 45-days; Debt Ceiling discussions resume this week, providing possible impetus. Is Ai the next dot-com phenomenon? The latest NFIB Confidence Index: Markets ignoring howe people feel. The NFIB latest survey says... Is the economy slowing? Why is Markets' view not negative? Markets tend to lead the economy by 6-to-9-months; economic data should improve by late summer. There's always buyers and sellers,...

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