Category Archive: 9a.) Real Investment Advice

Are you part of the third of households struggling to pay expenses?

Are you part of the third of households struggling to pay expenses? Many Americans find themselves behind on credit card payments. #financialstruggle #householdexpenses Want to learn more? Subscribe to our YouTube channel via our profile link or: https://cstu.io/006abe

Read More »

Markets can stay illogical longer than you can stay solvent!

Markets can stay illogical longer than you can stay solvent! 💸 Stay strong and remain solvent in the tough fight of trading. 📈 #financialadvice Want to learn more? Subscribe to our YouTube channel via our profile link or: https://cstu.io/ff156d

Read More »

Struggling with fluctuating bitcoin values?

Struggling with fluctuating bitcoin values? 💸 Stay ahead with a stable currency like the dollar for your business transactions! 🌟 #BusinessTips #StableCurrency Want to learn more? Subscribe to our YouTube channel via our profile link or: https://cstu.io/a6f2a8

Read More »

Market volatility can be unpredictable. Remember 2008?

Market volatility can be unpredictable. Remember 2008? A single unknown event can change everything. Stay informed and be prepared. #financialmarkets #2008crisis Want to learn more? Subscribe to our YouTube channel via our profile link or: https://cstu.io/9759ab

Read More »

AI is changing the job market

AI is changing the job market - eliminating some roles, creating others. Who knows, in 20 years we might all be brain surgeons thanks to AI. 🤖👩‍⚕️ #AI #FutureJobs Want to learn more? Subscribe to our YouTube channel via our profile link or: https://cstu.io/58bab6

Read More »

Maximizing Social Security benefits for high-earning couples

Maximizing Social Security benefits for high-earning couples. Consider waiting until 70 for maximum benefits based on lifestyle and health. #SocialSecurity #RetirementPlanning Want to learn more? Subscribe to our YouTube channel via our profile link or: https://cstu.io/732116

Read More »

2024 July Vacation

Yes, we're on a break! Lance and Brent & the Gang will return, live, on Monday, July 15, 2024. ➢ 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:...

Read More »

100-Year Strategy for Berkshire Hathaway

Investing tip: #WarrenBuffett buys companies with a 100-year holding period in mind. You, as an investor, can't think that far ahead. #BerkshireHathaway! 📈 #Investing #LongTermStrategy Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

Read More »

7-3-24 Why Berkshire Hathaway’s 100-Year Strategy Won’t Work for You

The saga of the Roberts' Rental house concludes, at the cost of a coffee maker and other electrical appliances. How much will it cost to feed your hoard on July 4th? Market Commentary: light volume expected for the remainder of the holiday-shortened week. Adam Taggart, Jon Huntsman analysis: Symptoms vs reality. The importance of doing your own due diligence and sticking to an investing discipline. Lance and Danny discuss concentration risk and the...

Read More »

High Expectations for Strong Earnings Growth

Market surges nearly 1000 points! Expectations high for strong earnings growth this quarter. Companies set to beat lowered earnings bar. #FinancialMarket #EarningsGrowth Want to learn more? Subscribe to our YouTube channel via @ TheRealInvestmentShow

Read More »

6-29-24 Candid Coffee – Live Chat Episode

You've got questions, we've got answers! RIA Advisors Director of Financial Planning, Richard Rosso, CFP, and Senior Financial Advisor, Jonathan Penn, CFP, field questions from our YouTube audience: 0:00 - Intro/Disclosure 1:29 - Why we started Candid Coffee 3:45 - Market Commentary - High Complacency, Low Volatility; Americans have churned through savings cushion of $2-Trillion; Incomes peaked at 2020, and have now gone negative; prices remain...

Read More »

7-2-24 How to Beat Earnings Estimates

Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation: The rate of change is slowing, but prices are remaining high. Commentary on interest rate behavior at end of Quarter; quarter-end rebalancing and dividend payments. The next chapter in the saga of the Roberts' Rental house; kudo's to Abacus Electrical, raspberries to Centerpoint Energy. The...

Read More »

Beware of Teaser Rate Mortgages

Thinking about getting a teaser rate on a mortgage? 🏡 Watch out for the reset! That 4% rate could jump to 7% in just 2 years! #MortgageTips #HomeBuying

Read More »

7-1-24 The Confidence Dichotomy

The Supreme Court strikes down the Chevron Deference that allowed government agencies to dictate policy, bypassing Congress. This may be the biggest decision since their relegation of abortion policy back to the states in striking down Roe v Wade. Meanwhile, markets end the 2nd quarter somewhat sloppily, but still positive for the year, possibly portending a positive finish for the year. This does not, however, exclude the possibility of correction...

Read More »

Impact of Claiming Social Security Early on Your Spouse

Delaying Social Security can make a huge difference, especially for spouses with unequal contributions. Consider your partner when making claiming decisions. #SocialSecurity #Retirement Richard Rosso discusses the implications of delaying Social Security benefits with a focus on considering the financial needs of your spouse. Learn key insights into why this decision needs careful thought, especially when there's a significant income gap between...

Read More »

6-28-24 Ten Steps, Ten Years to Retirement

Why re Mrkets nd the rel economy ml-ligned? A tle of two prties in how Americns re fring finncilly. Re-thinking frivolous spending: How we blew through our svings. If you're in the mrket, you're loving it: 31-dys of ll-time highs (so fr) in 2024. Rich nd Mtt discuss decision-mking when pproching retirement: The myths bout tking Socil Security erly. Rich & Mtt ponder who'll be the next Jmes Bond; timing your retirement, nd considertion of...

Read More »

Market Downtrend: Understanding Snowball Effects and the Role of the Fed

Market volatility on the rise, Fed's move crucial. Paying close attention is key to prevent potential snowball effect. #Fed #MarketVolatility #StockMarket #FedInsights Michael Lebowitz discusses the market's current downtrend and its potential to escalate into a larger financial concern. He highlights the importance of monitoring market signals and the role of the Federal Reserve. - Impact of market deterioration and rising volatility -...

Read More »

6-27-24 Why Economists Have Different Inflation Realities Than the Rest of Us

The Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022. Despite the Fed’s “significant progress” in lowering inflation, most citizens are outraged and confused by economists’ relatively rosy inflation observations. Most citizens believe inflation is still rampant. The Fed and economists are correct in that inflation is now tame. At the same time, citizens dissatisfied with high prices have solid grounds...

Read More »

Market Saturation: How Household Investments Could Signal a Peak

Households fully invested in the market despite negative economic views. Who's left to buy? 🤔💸 #InvestingInsights #MarketTrends Join Lance Roberts as he jumps into market dynamics, examining the crucial factors driving investments. This video taps into key investment behaviors and strategies. - Insights from Sam Stovall at S&P - The current state of household investments - The role of corporations in the market - Analysis of who's left to...

Read More »

6-26-24 The Irony in Consumer Confidence

Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors' common mistakes: Acting too soon, and over-reacting. Markets can remain over-bought for a long time; a function of market momentum. Consumer confidence has been trending lower; the dichotomy of consumer expectations vs market performance. Vacation Theory & Consumer Confidence: what policies were...

Read More »