Category Archive: 9a.) Real Investment Advice

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Earnings Revision Shows Sharp Decline

2025-05-10

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2025-05-10

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, and our 401k plan manager tool. The post Earnings Revision Shows Sharp Decline appeared first on RIA.

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5-9-25 Hour-One: Will Tax Reform Stall?

2025-05-09

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With a new administration in Washington and control of Congress shifting, tax reform is once again a high-stakes issue for investors and business owners. RIchard Rosso & Matt Doyle analyze what’s on the table—proposals to adjust capital gains rates, reduce or expand corporate tax burdens, and modify personal income brackets. We’ll break down where negotiations stand, what’s likely to change, and how gridlock could delay progress. This episode...

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5-9-25 Hour-Two: Financial Advice for Single Mom’s on Mother’s Day

2025-05-09

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Being a single mom means wearing every hat—and that includes the CFO of the household. In this special Mother’s Day edition of The Real Investment Show, Richard Rosso & Matt Doyle offer tailored financial planning advice for single moms, covering essential strategies for budgeting, building an emergency fund, managing debt, and long-term investing. Whether you’re raising toddlers or teenagers, this episode is filled with actionable money tips...

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Smart Money Or Dumb Money? Who Will Be Right

2025-05-09

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2025-05-09

The concepts of “smart money” versus “dumb money” refer to the level of investors’ information and experience. Smart money, typically institutional investors and often seasoned professionals, has extensive research and is more adept at data analysis. Therefore, they tend to […] The post Smart Money Or Dumb Money? Who Will Be Right appeared first on …

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Employment Data Confirms Economy Is Slowing

2025-05-09

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2025-05-09

While coming in much stronger than expected, the latest employment data confirmed what we already suspected: the economy is slowing. The reason the employment data is so important is that without employment growth, the economy stalls. It takes, on average, […] The post Employment Data Confirms Economy Is Slowing appeared first on RIA.

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5-8-25 Some Trade Deficits are Okay

2025-05-08

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With all the focus on trade tariffs, we should not lose sight of the fact that some trade deficits are okay to have, and in some cases, needful things. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on Apple Podcasts:...

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5-8-25 The Fed Stays Hawkish

2025-05-08

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The Federal Reserve kept its stance firmly hawkish at their latest FOMC meeting — but what does that mean for stocks, bonds, and the economy? Lance Roberts & Michael Lebowitz break down the Fed’s latest interest rate decision, Jerome Powell’s comments, and the immediate market reaction, covering key sectors impacted, investor sentiment shifts, and the Fed’s outlook for inflation, growth, and monetary policy going forward. Lance and Michael...

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How to Navigate Required Minimum Distributions (RMDs) and Minimize Taxes in Retirement

2025-05-08

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2025-05-08

Required Minimum Distributions (RMDs) are an unavoidable part of retirement planning for many Americans. While they are designed to ensure retirees eventually pay taxes on their tax-deferred retirement savings, RMDs can also trigger unintended tax burdens if not planned for […] The post How to Navigate Required Minimum Distributions (RMDs) and Minimize Taxes in Retirement …

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Market Is Tepid Over China Developments: Three Conclusions

2025-05-08

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2025-05-08

“BREAKING: Treasury Secretary Scott Bessent says he will meet with Chinese officials in Switzerland to begin trade talks with China.” A month ago, when markets were grossly oversold, news of trade discussions between China and the US would have sent […] The post Market Is Tepid Over China Developments: Three Conclusions appeared first on RIA.

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5-7-25 How Long Can You Stand to Wait?

2025-05-07

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Warren Buffett always says, 'buy-low, sell-high,' which is often easier said than done, and intellectually we know things will eventually get better. The question is not 'how long do you have to wait,' but 'how long can you wait" for the upturn to come? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a...

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5-7-25 China Blinks

2025-05-07

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The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a tougher trade stance, China appears to blink — signaling potential cracks in its economic armor. Lance Roberts and Danny Ratliff dive into the latest developments in the U.S.–China trade conflict, why China is making strategic concessions, and what it means for global markets, supply chains, and...

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The Storm Before The Calm

2025-05-07

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2025-05-07

Risk management is critical to wealth preservation, especially in today's turbulent market storm. However, during such volatile times, we must also not consider what tomorrow may have in store.  Are you prepared to adjust your portfolio in the coming months for the possibility that calm, tranquil markets and a resumption of the bullish trend emerge?

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OPEC Does The Unthinkable

2025-05-07

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2025-05-07

This past weekend, OPEC, led by Saudi Arabia, announced it would increase production by 411k barrels per day. The action follows a 250k increase last month. The decision is different from OPEC’s decision-making in the past. OPEC typically would use production quotas to manage oil prices. For example, in the current environment, with oil prices …

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5-3-25 Candid Coffee Live Chat Episode

2025-05-06

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What do the latest economic reports indicate about the strength of the economy? How do commodities like Gold and Oil relate to the US Dollar? Are there effective strategies for avoiding taxes in retirement? RIS Advisors Director of Financial Planning, Richard Rosso, CFP, is joined by our Portfolio Manager, Michael Lebowitz, CFA, to answer these and other question in this live-chat edition of our popular Candid Coffee series: INTRO 2:10 -...

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5-6-25 The Beauty of Bonds’ Guarantee

2025-05-06

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Investing in a fixed income (bond) portfolio can guarantee precisely what your return will be on a future date. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on Apple Podcasts:...

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5-6-25 No Free Lunch: The Hidden Costs of ‘Free’ Investment Advice

2025-05-06

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Think you're getting "free" investment advice? Think again. Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financial services. Learn how mutual fund share classes — A shares vs. B shares — reveal how advisors get paid, and why front-end and back-end loads can quietly erode your returns. If you're not sure who's paying the fees, it's probably you. Know the questions to ask to protect your...

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PCE Is Quite Confusing

2025-05-06

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2025-05-06

An email from a reader of ours led with the title "PCE is quite confusing." He asked if we would explain the difference between the monthly PCE prices index and the quarterly PCE prices, i.e., the GDP deflator, accompanying the GDP report.

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The Impact of Rising Interest Rates on Investments and How to Adapt

2025-05-06

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2025-05-06

Rising interest rates are a powerful force in the financial world, capable of reshaping markets and shifting investment dynamics. As the Federal Reserve raises rates to combat inflation or stabilize economic growth, the ripple effect is felt across stocks, bonds, and real estate. While these rate hikes may be out of investors’ control, adapting your …

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5-5-25 Cash Provides You with Optionality

2025-05-05

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➢ Listen daily on Apple Podcasts: Why is Warrent Buffett's Berkshire-Hathaway sitting on $380-Billion in cash? He's positioning himself to take advantage of the next buying opportunity. Be like Buffett. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on...

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5-5-25 Resistance is Futile…for Bulls & Bears

2025-05-05

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May begins and stock buy backs return; earnings season has been okay, on lowered expectations. Employment report is stronger than expected, but showing slippage. Lance Roberts explores why resistance levels are challenging both bulls and bears in today’s volatile market. Over the past two weeks, the market has had a furious nine-day rally, the longest winning streak in 21 years. However, there are two takeaways from such a historic advance. First,...

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