Category Archive: 9a.) Real Investment Advice

Financial Fitness Friday | The Real Investment Show [Full Show: 6/11/21]

00:00 - Tax Fraud and Inflation Explodes 10:10 - The Fed's 2% Solution for Everything 23:10 - Feeding the FOMO in the Stock Market 35:40 - Cash, Valuations, and The Rosso Indicator Financial Fitness Friday hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP _________ Articles mentioned in this show: ➢ 3 Ways To Teach Your Kids To Invest Smart:...

Read More »

Inflation: So What? | 3 Minutes on Markets & Money [6/11/21]

The numbers are in -- and they're far out: Core CPI up 3.8%, and year over year inflation is up 5%. Not surprising, considering the economy was shut down this time, last year. What's the best strategy, going forward, for addressing inflation, reflation, and volatility? And what will happen to $17-Trillion in cash accumulations over the past year? 3 Minutes on Markets and Money hosted by RIA Senior Advisor, Danny Ratliff, CFP _________ ➢...

Read More »

The Real Investment Show (6/10/21): Market Analysis & Commentary from Lance Roberts

This is the LIVE stream of today's full show. Watch the edited version here: ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro...

Read More »

How the Fed Distorts Markets [6/10/21]

The Fed's walking a tightrope of zero interest rates and continuing quantitative easing, and something's got to give. Unfortunately, the Fed has painted itself into a corner, and will be forced to begin tapering their debt purchasing. That the Fed has distorted the inflation market with their purchases of TIPS, the overnight borrowing rate, and even the mortgage market, is obvious. What's driving this behavior is the proliferation of cheap money....

Read More »

Triggers and Tipping Points | The Real Investment Show [Full Show: 6/10/21]

00:00 - Historic Correlation of Inflation to Valuation 10:00 - Signs of Late-stage Market Exuberance 23:00 - How the Fed Has Distorted Markets 35:35 - Who Owns the Stock Markets? Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist with Michael Lebowitz, CFA, Portfolio Manager _________ Articles mentioned in this show: ➢ Two Pins Threatening Multiple Asset Bubbles:...

Read More »

Major Market Mania | 3 Minutes on Markets & Money [6/10/21]

Markets are close to turning on money flow signals, as expected heading into Summer, increasing the potential risk for correction. NASDAQ is also very extended, and close to triggering sell signals. Emerging Markets are already on a sell-signal. Industrialized International may have already peaked. Mid-cap and Small-caps stuck in a two month long consolidation range, but closing in on a sell signal. All the markets that ran up together are now set...

Read More »

The Real Investment Show (6/9/21): Market Analysis & Commentary by Lance Roberts

This is the LIVE stream of today's full show. Watch the edited version here: ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro...

Read More »

Economic Recovery & 401K Plans | Real Investment Show [Full: 6/9/21]

00:00 - Early Christmas Shopping; Market Commentary 10:05 - Raising Kids, Dubers, & Financial Education 23:00 - Why We Don't Like 401-K Plans 35:30 - CPI Index in Economic Recoveries Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist with Danny Ratliff, CFP, Senior Advisor. _________ Articles mentioned in this show: ➢ Technically Speaking: Warning Signs A Correction Is Ahead...

Read More »

Sector by Sector | 3 Minutes on Markets & Money [6/9/21]

Which sectors show risk in the markets? In the S&P 500, pay attention to money flows, and watch what's happening to the Amazon trade in Discretionary stocks, as stimulus money goes away, and retail spending wanes. Energy stocks have been a big winner; now it's time to take some profits here, as well as in Real Estate, which continues to perform well. Note the movement of interest rates later in the year, however. Industrial & Financial...

Read More »

Technically Speaking Tuesday (6/8/21): Technical Market Analysis & Commentary from Lance Roberts

This is the LIVE stream of today's full show. Watch the edited version here: ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro...

Read More »

Headlines, Vaccines, & Economics [6/8/21]

Headlines like "Vaccination rates slow..." are a function of math and demographics; There are warning signs that things may be "as good as they're going to get," as markets reach a peak of performance, and there's no where to go from here but down via market correction. Lance Roberts, RIA Advisors Chief Investment Strategist _________ Articles mentioned: ➢ Technically Speaking: Warning Signs A Correction Is Ahead:...

Read More »

Technically Speaking Tuesday | The Real Investment Show [Full Show: 6/8/21]

00:00 - Why Global Taxation is a Non-issue 10:00 - Headlines, Vaccines, & Economics 23:00 - Why Markets are Ripe for Correction 35:32 - Costs & Consequences of Killing the Oil Industry Technically Speaking Tuesday hosted by RIA Advisors Chief Investment Strategist, Lance Roberts. _________ Articles mentioned: ➢ Technically Speaking: Warning Signs A Correction Is Ahead:...

Read More »

Market Risk is On the Rise | 3 Minutes on Markets & Money [6/8/21]

A plethora of indicators show risks in the markets outweigh the benefits: almost all metrics show an over-extension at a time when we're getting the economics at a peak level: The underpinnings of Fundamentals, Earnings, and Economics are all back to very high levels, year-over-year. Remember what last year was like?? Yet, valuations remain very stretched. There are always opportunities in the market, if you know where to look: Buy signals are...

Read More »

How Are Medicare Premiums Calculated or Affected By Your Income? | RIA Advisors

"How does income affect my Medicare in general? How do I avoid pitfalls?" RIA Senior Advisor, Danny Ratliff, CFP, runs through the scenarios in which your Medicare premiums for Part B and Part D could be affected by changes in your income during retirement. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE daily on our Youtube Channel:...

Read More »

Postponing Medicare Part B Enrollment | RIA Advisors

"I am still working for a large company at age 65. Can I postpone Medicare Part B until I leave the company?" RIA Advisors Director of Financial Planning, Richard Rosso, CFP, dissects the many variables in this question in regards to postponing your Medicare enrollment Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE daily on our Youtube Channel:...

Read More »

The Real Investment Show (6/7/21: Market Analysis & Commentary from RIA Advisors Chief Investment…

➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live daily 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 Pro Free Trial: Analysis, Research, Portfolio Models, and More....

Read More »

When the Younger Spouse Retires… | RIA Advisors

"My wife currently works at Kaiser. What is covered--and not covered--by Medicare if I use my wife's company's Kaiser coverage? If she retires [at 60], what happens then?" RIA Advisors Director of Financial Planning, Richard Rosso, CFA, compares the options available. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Listen to The Real Investment Show daily on Apple Podcasts:...

Read More »

Medicare Eligibility | RIA Advisors

"I will be "completing" 64-years on September 1, 2021. When do I need to begin the paperwork filing, and what day-onwards will I be eligible for Medicare?" RIA Advisors Director of Financial Planning, Richard Rosso, CFP, reviews the window of opportunity for all for enrolling in Medicare. Watch the entire 'Lunch & Learn: Medicare' webinar here! _________ ➢ Watch The Real Investment Show LIVE daily on our Youtube...

Read More »

Small Business Monday | The Real Investment Show [Full Show: 6/7/2]

00:00 - Janet Yellen's Pro-Inflation Stance 10:00 - The Post-COVID Jobs and Unemployment Conundrum: Getting Workers Back to Work 23:00 - Hiring Workers: Salary-plus? 35:30 - Benefits vs Liabilities of Offering a 401-K Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist, with Tom Allen, AIF, QKA, CPFA, Retirement Plan Consultant. _________ Articles mentioned: ➢ Have Stocks Already Priced In The “Economic Boom?”...

Read More »

Has Economic Activity Peaked? | 3 Minutes on Markets & Money [6/7/21

Markets remain trapped in a consolidation process and retracement to all-time highs. Upside is limited as money flow buy-signal becomes over-bought, and is ready to flip. Money flows have sharply deteriorated through markets' advance, and are setting up for a correction of between 5% and 10%. Multiple levels of support exist, just below current prices. Bonds are telling a different story: Indicators are showing lower yields, which may have peaked,...

Read More »