by Lance Roberts
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| Everyone has a forecast for 2025. What does that really mean for you and your money? Should you realize gains or change exposure? Danny and Matt also explore what happens at age 73, proper RMD strategies and Inherited IRA uncertainties, and whether you should work with a Donor Advised Fund or private charitable foundation? Danny and Matt will share some investment strategies for 2025 and the implications of realizing capital gains, plus Portfolio diversification tips and their stock market outlook 2025, including some asset allocation strategies. Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP. Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "CPI Was On The Screws: The Fed Has The Green Light" https://realinvestmentadvice.com/resources/blog/cpi-was-on-the-screws-the-fed-has-the-green-light/ "Portfolio Rebalancing And Valuations. Two Risks We Are Watching." https://realinvestmentadvice.com/resources/blog/portfolio-rebalancing-and-valuations-two-risks-we-are-watching/ "2025 – Do Economic Indicators Support Bullish Outlooks?" https://realinvestmentadvice.com/resources/blog/2025-do-economic-indicators-support-bullish-outlooks/ ------- The latest installment of our new feature, Before the Bell, "The Pressure is On the Markets," is here: _-jaAY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Portfolio Re-balancing & High Valuation Risks" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Investment2025 #StockMarketOutlook #PortfolioStrategy #CapitalGains #WealthManagement #FederalReserve #RateCut #CPI #Inflation #EconomicPolicy #InterestRates #PortfolioRebalancing #MarketValuations #RiskManagement #InvestmentTrends #StockMarket2024 #MarketRally #MarketCorrection #MarketExpectations #MarketVolatility #VolatilityIndex #WindowDressing #MarketTrend #PortfolioCleanUp #MarketExuberance #OverBoughtMarket #SP500 #MarketPullBack #MarketConsolidation #MutualFundDistributions #EarningsVsEconomy #MarketInsights #EconomicGrowth #CorporateProfits #InvestingWisely #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #MarketTrends2024 #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing |
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Anticipating Corporate Profitability Reversal: Market Risks Ahead
2024-12-06
📈 Market surprise alert! 🚨 Keep an eye on potential corporate profitability reversal due to aggressive government cuts. Risk factor to watch! #finance #marketinsights
Watch the entire show here: https://cstu.io/914ac1
YouTube channel = @ TheRealInvestmentShow
12-4-24 Time for a Portfolio Reality Check
2024-12-04
Russia just learned of a near-miss from a passing meteor…TONIGHT! Lance discusses GDP estimates and other economic reports; Retail Sales are "okay," with no tell tale signs of Recession…for the moment. What will revisions to these reports show next year? What will be the impact of cutting government spending? Meanwhile, investors are very, very exuberant. What should investors expect for the rest of the year? Lance and Danny discuss old guy things: Backpain. There’s a pullback coming: Time for a portfolio reality check? The challenge of portfolio rebalancing when exuberance is high; should you sell winners and buy losers now? Emerging Markets are not growing; losers are cheap for a reason. The danger of doing rebalancing willy-nilly. On being Contrarian: Markets have not rewarded
Understanding Convertible Bonds: A Bond with a Stock Option Explained
2024-12-03
Curious about the advantages of bonds with an option to buy stock? It’s like getting a free option on a beaten-up stock during a financial crisis! 💸 #StockMarket
Watch the entire show here: https://cstu.io/89bdd0
YouTube channel = @ TheRealInvestmentShow
Choosing Future Success: Moving Beyond Past Performance in Fund Investments
2024-12-01
Want to make smart investment decisions? 📈 Consider looking beyond the five star funds! Check out why size matters in fund growth and opportunities. 💰 #InvestingTips #FinancialAdvice
Watch the entire show here: https://cstu.io/81b807
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Extreme Speculation Has Returned
2024-11-30
Inside This Week’s Bull Bear Report A Note Of Thanksgiving While belated, we sincerely hope you had a happy and fulfilling Thanksgiving holiday. In the words of Henry David Thoreau, “I am grateful for what I am and have. My Thanksgiving is perpetual.” All of us at RIA Advisors and Real Investment Advice are grateful …
2025 Thanksgiving Break
2024-11-26
Yep, we’re out of the studio for the Thanksgiving break, returning on Monday, December 2, 2024 for more of your favorite live financial talk programming.
From our gang to yours, have a safe and happy Thanksgiving!
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Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
Election Outcome Presents Opportunity For Investors
2024-10-04
As the November 2024 election draws near, the election outcome will profoundly affect the financial markets. Whether Donald Trump or Kamala Harris wins the presidency, each administration will bring distinct policies creating investment opportunities and potential risks for investors.
Tax Cuts – An Examination Of The 2017 TCJA Impact
2024-09-27
An analysis of Presidential Candidate Trump’s policy proposals recently suggests that tax cuts will increase the deficit. While the raw analysis is correct, as it subtracts the potential for reduced tax collections from the tariff revenue, it ignores the impact on economic growth.
There is much rhetoric about the impact of tax cuts, mostly centering around “only benefitting the rich.” While it may seem that “the rich” are the ones who benefit, there are two important points to consider. First, “the rich” already pay most of the taxes. The Tax Foundation shows that the top 10% of income earners paid 59.1% of taxes. The top 25% of income earners comprised nearly 70% of all tax revenue, with the top 50% paying 97% of all taxes.
Of course, such begs the question of those
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