Category Archive: 9a.) Real Investment Advice

The Biden Budget Episode | The Real Investment Show [Full Show: 6/2/21]

00:00 - Cyber Attacks: How the Next World War is Fought 10:00 - The Biden Budget: Analysis & Critique 23:00 - How Tax Hikes Hurt (all of us) 35:30 - The Fed's Inflation Conundrum Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist, with Danny Ratliff, CFP, Senior Advisor _________ Articles mentioned: ➢ Two Pins Threatening Multiple Asset Bubbles https://realinvestmentadvice.com/two-pins-threatening-multiple-asset-bubbles/...

Read More »

Quarterly Sector Round-up 2021 | 3 Minutes On Markets & Money [6/2/21]

S&P continues its sideways action, eating up remaining money flow buy signal. Opportunities may exist in Communications (over-bought), Utilities (underperforming), Discretionary (over-bought), Staples (time to take profits), Energy (corrected and rallied), Financials (coming onto buy-signal), Healthcare (consolidating), Industrials (inflation trade), Basic Materials (add to portfolio), Real Estate (over-bought), Technology (over-bought). 3...

Read More »

Technically Speaking Tuesday (6/1/21): Market Technical Analysis & Commentary from RIA Advisors C…

Market Technical Analysis & Commentary from RIA Advisors C...

Read More »

Taking Risk & Portfolio Management [6/1/21]

Are Sell Signals Meaningless in a Mania Market? A discussion of buy-and-hold theory, and how dependency on money flow sell signals could lead investors to Perdition: You only know it was the correct decision (or not) in hindsight--never beforehand. Investing is not a competition. There are no prizes for winning but there are severe penalties for losing. Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist _________ Articles...

Read More »

Technically Speaking Tuesday | The Real Investment Show [Full Show: 6/1/21]

00:00 Infrastructure Plan: Next Hope for Economic Stimulus 10:00 - What 'Taking Profits' Means in Portfolio Management 23:00 - Investing Isn't a Competition 35:30 - Recovering from COVID Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist _________ Articles mentioned: Technically Speaking: Are “Sell Signals” Useless In “Mania” Markets?...

Read More »

Setting Up Risk Profiles for Summer | 3 Minutes on Markets & Money [6/1/21]

Markets going into the dead heat of Summer with little accomplished; money flow is moving quickly through cycle. Buy signal still in place--watch that we're fairly advanced in buy-signal, as money flows continue to decline. Volume and participation in current rally has been weaker than normal. On a weekly basis, money flows are very close to triggering a sell-signal, which could lead to short-term volatility. In the near-term, focus on large cap...

Read More »

Financial Fitness Friday (5/28/21): Personal Finance Commentary from RIA Advisors

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 »

Financial Fitness Friday | The Real Investment Show [Full Show: 5/28/21]

00:00 - Memorial Day Weather & Biden's Budget/Spending Plan 10:00 - Finding the Excitement in Life Insurance 23:00 - Life Insurance & Tax Implications 35:30 - Claiming Social Security After Age 70 / Retirement Income Plan Hosted by Richard Rosso, CFP, Director of Financial Planning, with Danny Ratliff, CFP, Senior Financial Advisor _________ ➢ REGISTER for our next Lunch & Learn on Long Term Care [June 24, 2021 at 12pm CT]:...

Read More »

Putting a Bow on the Month of May | 3 Minutes on Markets & Money [5/28/21]

Markets close the week in a positive range, but end the month with mixed results. Infrastructure plans are still in flux; Biden's $6-T "Budget" is actually a blueprint for Democrats' spending wish list in 2022. Taxes are next to be tackled. 3 Minutes on Markets and Money hosted by Danny Ratliff, CFP, RIA Advisors Senior Financial Advisor _________ ➢ REGISTER for our next Lunch & Learn on Long Term Care [June 24, 2021 at 12pm...

Read More »

High Inflation vs. Hyper Inflation: What Is The Difference? [5/27/21]

Since the US Government took the Dollar off of the gold standard, we have relied upon the "full faith and credit" of the United States to back the value of a buck. That's a fiat currency. Currencies was and wane, and when Inflation is healthy, wages rise (and so will prices, too); but when confidence in the powers that be begins to founder, and the value of a currency comes into doubt, the result is hyper inflation which is difficult to...

Read More »

The Tapering Episode | The Real Investment Show [Full Show: 5/27/21]

00:00 - School's Out; To Taper or Not to Taper? 10:00 - The Difference Between High-inflation & Hyper-inflation 23:00 - Transitory vs Permanent Inflation 35:30 - The Economics of the New New-normal The Real Investment Show is hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist _________ ➢ REGISTER for our next Lunch & Learn on Long Term Care [June 24, 2021 at 12pm CT]:...

Read More »

Market Crash or Market Correction? | 3 Minutes on Markets & Money [5/27/21]

Markets perform exactly as expected, remaining in a broad, consolidation pattern, working off its "over-boughtedness." What happens as we move into Summer? Expectations are for a bigger correction (5-10%); weekly and monthly over-bought conditions persist. A bigger question will be over what the Fed decides to do with interest rates. Disappointing numbers on earnings and economic growth could be catalysts. Interest rates will be the...

Read More »

Tapering Episode | The Real Investment Show (5/27/21): Market Analysis & Commentary from RIA Advi…

#TheRealInvestmentShow #LanceRoberts #RIAadvisors

Read More »

Interview: Candid Coffee – Mid-Year Market Review

Last weekend, I joined Richard Rosso, CFP and Danny Ratliff, CFP to discuss the outlook for the markets for the rest of this year and take questions from our attendees.

Read More »

The Real Investment Show (5/26/21): Market Analysis & Personal Finance commentary from RIA Adviso…

➢ 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 »

Memorial Day Episode | The Real Investment Show (Full Show EDIT) 5/31/21

This is our Memorial Day compilation episode--a collection of segments from the past weeks' shows: SEG-1: Restaurants Re-opening; C of C says "No More Stimulus" SEG-2: Inflation Concerns: Transitory or Sustained? SEG-3: Home-buying Warning for Millennials SEG-4: Stock Buy-backs, Corporatism, & Capitalism -------- Hosted by RIS Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Get...

Read More »

Lance Roberts’ Mid-year Investment Review | Candid Coffee [5/22/21]

This is an Encore Presentation of our Candid Coffee event live-streamed on Saturday, May 22, 2021 with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, Senior Advisor, Danny Ratliff, CFP, and Chief Investment Strategist, Lance Roberts, CIO. Lance's Mid-year Investment Review launches the discussion, with questions submitted by participants. ➢ Listen daily on Apple Podcasts:...

Read More »

Inflation, Infrastructure, & Inquiries | The Real Investment Show [Full Show: 5/26/21]

00:00 - Summer Stock Market Preview; Kids Earning Their Keep 10:00 - Why is the Fed Surprised by Inflation? + The Definition of Infrastructure 23:00 - The Fed's True Mandate; Rates vs. Taper Talk 35:30 - Crypto Currency, Crypto Taxes, & Getting People "Banked" Hosted by Lance Roberts, CIO, RIA Advisors Chief Investment Strategist with Danny Ratliff, CFP, Senior Financial Advisor _________ ➢ REGISTER for our next Lunch & Learn...

Read More »

Setting Up For a Summer Sell-Off | 3 Minutes on Markets & Money [5/26/21]

Our mid-week market rundown: S&P's continued buy signal provides positive opening for the day; likely to re-test all-time highs. 5% to 10% correction likely this summer. QQQ's have been outperforming the S&P up to this point with a little more upside still to run, but--the NASDAQ is running out of time. When it turns, will be time to take profits out. Small-caps have not gone anywhere, creating an over-all drag; Emerging Markets showing...

Read More »

Taper Is Coming: Got Bonds?

Taper Is Coming: Got Bonds? The solid economic recovery and easing of COVID restrictions lead us to believe a tapering of QE may not be far off. Further supporting our opinion, inflation has fully recovered to pre-pandemic levels, and employment is improving rapidly.

Read More »